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FISV

Fiserv Inc

912 hedge funds and large institutions have $25.3B invested in Fiserv Inc in 2018 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 263 increasing their positions, 380 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $15.9M

30% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 84

2% more funds holding

Funds holding: 892912 (+20)

0.37% more ownership

Funds ownership: 87.28%87.65% (+0.37%)

8% less funds holding in top 10

Funds holding in top 10: 5147 (-4)

13% less capital invested

Capital invested by funds: $29.1B → $25.3B (-$3.75B)

31% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 380

Holders
912
Holders Change
+20
Holders Change %
+2.24%
% of All Funds
20.32%
Holding in Top 10
47
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.84%
% of All Funds
1.05%
New
109
Increased
263
Reduced
380
Closed
84
Calls
$24.9M
Puts
$15.9M
Net Calls
+$9.03M
Net Calls Change
+$329K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
201
M&T Bank
New York
$9.63M +$24.5K +317 +0.2%
PWLP
202
Prio Wealth Limited Partnership
Massachusetts
$9.6M -$160K -2,072 -2%
BCM
203
Bowie Capital Management
Texas
$9.55M +$618K +8,000 +7%
FAM
204
Fred Alger Management
New York
$9.52M -$9.81M -126,848 -49%
SHWM
205
Smith & Howard Wealth Management
Georgia
$9.48M
CFG
206
Citizens Financial Group
Rhode Island
$9.27M -$59.4K -768 -0.6%
Fiera Capital (Canada)
207
Fiera Capital (Canada)
Quebec, Canada
$9.22M +$9.69M +125,395 New
SWK
208
Stephen W. Kidder
$9.1M -$778K -10,070 -8%
Calamos Advisors
209
Calamos Advisors
Illinois
$9.04M +$1.4M +18,114 +17%
ASRS
210
Arizona State Retirement System
Arizona
$9.03M -$2.35M -30,452 -20%
BIM
211
Bridges Investment Management
Nebraska
$9.01M +$1.05M +13,519 +12%
ARMC
212
American Research & Management Company
Massachusetts
$8.87M -$161K -2,085 -2%
Aberdeen Group
213
Aberdeen Group
United Kingdom
$8.8M -$582K -7,527 -6%
DDC
214
DF Dent & Co
Maryland
$8.76M -$1.76M -22,774 -16%
BF
215
BOK Financial
Oklahoma
$8.67M -$42.4K -549 -0.5%
AFG
216
Albion Financial Group
Utah
$8.62M +$45.8K +593 +0.5%
MIM
217
MetLife Investment Management
New Jersey
$8.37M -$297K -3,841 -3%
BCM
218
Barometer Capital Management
Ontario, Canada
$8.29M -$410K -5,300 -4%
FHA
219
First Horizon Advisors
Tennessee
$8.29M -$71.4K -923 -0.8%
Creative Planning
220
Creative Planning
Kansas
$8.14M -$1.08M -14,025 -11%
DWT
221
Dorsey & Whitney Trust
South Dakota
$8.12M -$44K -569 -0.5%
BG
222
Bahl & Gaynor
Ohio
$8.09M +$492K +6,367 +6%
Russell Investments Group
223
Russell Investments Group
United Kingdom
$7.93M -$1.01M -13,067 -11%
CA
224
Commerzbank Aktiengesellschaft
Germany
$7.93M -$736K -9,515 -8%
HJA
225
Hugh Johnson Advisors
New York
$7.89M -$2.01M -25,999 -19%

FISV Hedge Fund Activity: Q4 2018 in Review

912 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q4 2018, worth a combined $25.3B — down 13% from $29.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new FISV positions and 84 closed out — a net gain of 25 holders — while 263 added to existing stakes and 380 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Senator Investment Group, exiting entirely with an estimated $148M sold.

  • 912 institutional investors held Fiserv Inc (FISV) as of Q4 2018, up from 892 in Q3 2018.
  • Funds reported $25.3B of Fiserv Inc stock for Q4 2018, down 13% quarter-over-quarter.
  • 109 funds opened new Fiserv Inc positions in Q4 2018 and 84 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q4 2018 was JP Morgan Chase, an estimated $139M added.
  • The largest Fiserv Inc seller in Q4 2018 was Senator Investment Group, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.