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FISV

Fiserv Inc

883 hedge funds and large institutions have $26.8B invested in Fiserv Inc in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 279 increasing their positions, 371 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

14% more funds holding in top 10

Funds holding in top 10: 4248 (+6)

2% more funds holding

Funds holding: 863883 (+20)

3% more capital invested

Capital invested by funds: $26.1B → $26.8B (+$697M)

0.23% less ownership

Funds ownership: 88.69%88.46% (-0.23%)

20% less call options, than puts

Call options by funds: $25.1M | Put options by funds: $31.2M

25% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 371

Holders
883
Holders Change
+20
Holders Change %
+2.32%
% of All Funds
20.21%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
1.1%
New
67
Increased
279
Reduced
371
Closed
39
Calls
$25.1M
Puts
$31.2M
Net Calls
-$6.11M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
201
State of Michigan Retirement System
Michigan
$10.5M -$50.8K -700 -0.5%
Man Group
202
Man Group
United Kingdom
$10.4M +$467K +6,435 +5%
SWK
203
Stephen W. Kidder
$10.2M -$208K -2,860 -2%
ZIG
204
Zurich Insurance Group
Switzerland
$10.1M +$2.81M +38,682 +40%
PWLP
205
Prio Wealth Limited Partnership
Massachusetts
$9.99M -$625K -8,612 -6%
SHWM
206
Smith & Howard Wealth Management
Georgia
$9.93M -$196K -2,700 -2%
AAF
207
Andra AP-fonden
Sweden
$9.9M +$704K +9,700 +8%
GF
208
Greenhouse Funds
Maryland
$9.84M +$9.64M +132,800 New
HJA
209
Hugh Johnson Advisors
New York
$9.83M +$145K +1,995 +2%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$9.82M
QIM
211
Quantitative Investment Management
Virginia
$9.81M -$1.02M -14,000 -10%
BCM
212
Barometer Capital Management
Ontario, Canada
$9.79M -$334K -4,600 -3%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$9.75M +$460K +6,341 +5%
M&T Bank
214
M&T Bank
New York
$9.69M -$101K -1,394 -1%
Korea Investment Corp
215
Korea Investment Corp
South Korea
$9.61M +$3.75M +51,700 +66%
Rafferty Asset Management
216
Rafferty Asset Management
New York
$9.61M -$682K -9,393 -7%
CFG
217
Citizens Financial Group
Rhode Island
$9.5M -$431K -5,942 -4%
MA
218
Montag & Associates
Georgia
$9.42M
ARMC
219
American Research & Management Company
Massachusetts
$9.33M -$570K -7,856 -6%
Creative Planning
220
Creative Planning
Kansas
$9.22M +$473K +6,516 +6%
BCIM
221
British Columbia Investment Management
British Columbia, Canada
$9.21M -$2.36M -32,548 -21%
FAF
222
Fjarde Ap-fonden
Sweden
$8.94M -$10.9K -150 -0.1%
MIM
223
MetLife Investment Management
New Jersey
$8.93M -$278K -3,823 -3%
DDC
224
DF Dent & Co
Maryland
$8.92M -$72.6K -1,000 -0.8%
BG
225
Bahl & Gaynor
Ohio
$8.79M -$310K -4,272 -3%

FISV Hedge Fund Activity: Q2 2018 in Review

883 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2018, worth a combined $26.8B — up 2.7% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FISV positions and 39 closed out — a net gain of 28 holders — while 279 added to existing stakes and 371 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $222M.

  • 883 institutional investors held Fiserv Inc (FISV) as of Q2 2018, up from 863 in Q1 2018.
  • Funds reported $26.8B of Fiserv Inc stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 67 funds opened new Fiserv Inc positions in Q2 2018 and 39 closed out, a net change of +28 holders.
  • The largest Fiserv Inc buyer in Q2 2018 was Massachusetts Financial Services, an estimated $139M added.
  • The largest Fiserv Inc seller in Q2 2018 was T. Rowe Price Associates, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2018.