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FISV

Fiserv Inc

840 hedge funds and large institutions have $24.2B invested in Fiserv Inc in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 230 increasing their positions, 346 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 25

256% more call options, than puts

Call options by funds: $41M | Put options by funds: $11.5M

13% more funds holding

Funds holding: 743840 (+97)

1% more capital invested

Capital invested by funds: $24B → $24.2B (+$207M)

0.34% more ownership

Funds ownership: 177.12%177.46% (+0.34%)

7% less funds holding in top 10

Funds holding in top 10: 4239 (-3)

34% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 346

Holders
840
Holders Change
+97
Holders Change %
+13.06%
% of All Funds
19.05%
Holding in Top 10
39
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.14%
% of All Funds
0.88%
New
126
Increased
230
Reduced
346
Closed
25
Calls
$41M
Puts
$11.5M
Net Calls
+$29.5M
Net Calls Change
+$31.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
201
Calamos Advisors
Illinois
$8.41M -$172K -2,664 -2%
MA
202
Montag & Associates
Georgia
$8.34M
LG
203
Leuthold Group
Minnesota
$8.24M -$172K -2,666 -2%
SC
204
SouthState Corp
Florida
$8.17M -$42.5K -658 -0.5%
BG
205
Bahl & Gaynor
Ohio
$8.13M -$9.04K -140 -0.1%
FAF
206
Fjarde Ap-fonden
Sweden
$8.09M +$1.13M +17,456 +16%
DDC
207
DF Dent & Co
Maryland
$8.06M -$786K -12,164 -9%
DWT
208
Dorsey & Whitney Trust
South Dakota
$7.93M +$2.84K +44 +0%
FHA
209
First Horizon Advisors
Tennessee
$7.69M -$62.9K -974 -0.8%
State of Tennessee, Department of Treasury
210
State of Tennessee, Department of Treasury
Tennessee
$7.69M +$178K +2,754 +2%
BF
211
BOK Financial
Oklahoma
$7.69M -$127K -1,968 -2%
Rafferty Asset Management
212
Rafferty Asset Management
New York
$7.54M +$1.22M +18,908 +20%
TPSF
213
Texas Permanent School Fund
Texas
$7.46M -$185K -2,868 -2%
Korea Investment Corp
214
Korea Investment Corp
South Korea
$7.38M -$1.33M -20,600 -15%
TFA
215
Transamerica Financial Advisors
Florida
$7.3M -$128K -1,978 -2%
MIP
216
Marietta Investment Partners
Wisconsin
$7.23M -$12.9K -200 -0.2%
CB
217
Chemical Bank
Michigan
$7.17M -$164K -2,540 -2%
UCFA
218
United Capital Financial Advisors
Texas
$7.16M -$104K -1,608 -1%
TAF
219
Tredje AP-fonden
Sweden
$7.15M -$177K -2,740 -2%
ESCM
220
Echo Street Capital Management
New York
$7.09M -$9.88M -152,928 -59%
CRCP
221
Copper Rock Capital Partners
Massachusetts
$7.09M +$1.6M +24,846 +30%
CFG
222
Cambridge Financial Group
Ohio
$7.04M -$67.8K -1,050 -1%
MJP
223
Michael J. Puzo
$7.03M +$1.23M +19,040 +22%
SWM
224
SVA Wealth Management
Wisconsin
$6.99M -$149K -2,310 -2%
EAM
225
Eagle Asset Management
Florida
$6.91M +$62.6K +970 +0.9%

FISV Hedge Fund Activity: Q4 2017 in Review

840 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2017, worth a combined $24.2B — up 0.86% from $24B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FISV positions and 25 closed out — a net gain of 101 holders — while 230 added to existing stakes and 346 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 840 institutional investors held Fiserv Inc (FISV) as of Q4 2017, up from 743 in Q3 2017.
  • Funds reported $24.2B of Fiserv Inc stock for Q4 2017, up 0.86% quarter-over-quarter.
  • 126 funds opened new Fiserv Inc positions in Q4 2017 and 25 closed out, a net change of +101 holders.
  • The largest Fiserv Inc buyer in Q4 2017 was Massachusetts Financial Services, an estimated $224M added.
  • The largest Fiserv Inc seller in Q4 2017 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2017.