We are live on ! Find out more
FISV

Fiserv Inc

863 hedge funds and large institutions have $26.1B invested in Fiserv Inc in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 244 increasing their positions, 397 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 53

8% more capital invested

Capital invested by funds: $24.2B → $26.1B (+$1.89B)

8% more funds holding in top 10

Funds holding in top 10: 3942 (+3)

3% more funds holding

Funds holding: 840863 (+23)

11% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.5M

39% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 397

88.77% less ownership

Funds ownership: 177.46%88.69% (-89%)

Holders
863
Holders Change
+23
Holders Change %
+2.74%
% of All Funds
19.78%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.96%
New
82
Increased
244
Reduced
397
Closed
53
Calls
$28.1M
Puts
$31.5M
Net Calls
-$3.41M
Net Calls Change
-$32.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
201
Rafferty Asset Management
New York
$9.92M +$1.7M +24,104 +21%
SHWM
202
Smith & Howard Wealth Management
Georgia
$9.75M -$1.81M -25,680 -16%
BCM
203
Barometer Capital Management
Ontario, Canada
$9.75M +$4.45M +63,350 +86%
GF
204
Gabelli Funds
New York
$9.65M -$605K -8,600 -6%
Calamos Advisors
205
Calamos Advisors
Illinois
$9.61M +$447K +6,352 +5%
FQ
206
First Quadrant
California
$9.59M +$7.8M +110,915 +471%
CFG
207
Citizens Financial Group
Rhode Island
$9.57M -$350K -4,981 -4%
ARMC
208
American Research & Management Company
Massachusetts
$9.54M -$440K -6,250 -4%
Man Group
209
Man Group
United Kingdom
$9.53M +$9.4M +133,613 New
GIBU
210
Gulf International Bank (UK)
United Kingdom
$9.46M -$357K -5,070 -4%
M&T Bank
211
M&T Bank
New York
$9.43M -$225K -3,198 -2%
HJA
212
Hugh Johnson Advisors
New York
$9.32M -$55.6K -790 -0.6%
FAF
213
Första AP-fonden
Sweden
$9.17M +$1.66M +23,600 +22%
MA
214
Montag & Associates
Georgia
$9.07M
State of Tennessee, Department of Treasury
215
State of Tennessee, Department of Treasury
Tennessee
$8.95M +$577K +8,209 +7%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$8.94M -$234K -3,327 -3%
SGI
217
Summit Global Investments
Utah
$8.89M -$4.84M -68,876 -36%
MIM
218
MetLife Investment Management
New Jersey
$8.87M -$324K -4,608 -4%
AAF
219
Andra AP-fonden
Sweden
$8.84M -$10.9M -155,300 -56%
BG
220
Bahl & Gaynor
Ohio
$8.77M -$79.5K -1,130 -0.9%
DDC
221
DF Dent & Co
Maryland
$8.65M -$113K -1,600 -1%
FAF
222
Fjarde Ap-fonden
Sweden
$8.62M -$179K -2,552 -2%
DWT
223
Dorsey & Whitney Trust
South Dakota
$8.53M -$89.4K -1,271 -1%
TAF
224
Tredje AP-fonden
Sweden
$8.46M +$678K +9,640 +9%
BF
225
BOK Financial
Oklahoma
$8.43M +$61.6K +876 +0.7%

FISV Hedge Fund Activity: Q1 2018 in Review

863 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2018, worth a combined $26.1B — up 7.8% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new FISV positions and 53 closed out — a net gain of 29 holders — while 244 added to existing stakes and 397 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $396M.

  • 863 institutional investors held Fiserv Inc (FISV) as of Q1 2018, up from 840 in Q4 2017.
  • Funds reported $26.1B of Fiserv Inc stock for Q1 2018, up 7.8% quarter-over-quarter.
  • 82 funds opened new Fiserv Inc positions in Q1 2018 and 53 closed out, a net change of +29 holders.
  • The largest Fiserv Inc buyer in Q1 2018 was Capital Research Global Investors, an estimated $193M added.
  • The largest Fiserv Inc seller in Q1 2018 was T. Rowe Price Associates, an estimated $396M sold.

Based on aggregated 13F filings for Q1 2018.