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FISV

Fiserv Inc

550 hedge funds and large institutions have $11.5B invested in Fiserv Inc in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 187 increasing their positions, 240 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

30% more funds holding in top 10

Funds holding in top 10: 2330 (+7)

14% more capital invested

Capital invested by funds: $10.1B → $11.5B (+$1.43B)

1% more funds holding

Funds holding: 547550 (+3)

11% less call options, than puts

Call options by funds: $32.6M | Put options by funds: $36.8M

22% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 240

Holders
550
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
17.83%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.97%
New
35
Increased
187
Reduced
240
Closed
25
Calls
$32.6M
Puts
$36.8M
Net Calls
-$4.15M
Net Calls Change
-$7.08M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.77B -$54.8M -2,266,056 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$895M +$19.5M +805,548 +2%
State Street
3
State Street
Massachusetts
$585M -$2.49M -102,796 -0.4%
LP
4
Longview Partners
Guernsey
$581M -$6.46M -267,072 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$580M -$8.58M -354,828 -2%
BIT
6
BlackRock Institutional Trust
California
$346M -$8.78M -363,192 -3%
Invesco
7
Invesco
Georgia
$293M +$5.85M +241,880 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$268M +$735K +30,368 +0.3%
MG
9
Meritage Group
California
$265M -$21.3M -878,848 -8%
ECU
10
Egerton Capital (UK)
United Kingdom
$225M +$111M +4,582,156 +106%
FPP
11
Findlay Park Partners
United Kingdom
$222M +$35.2M +1,455,796 +20%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$215M +$2.68M +110,908 +1%
PAI
13
Pittenger & Anderson Inc
Nebraska
$192M -$1.26K -52 -0%
Northern Trust
14
Northern Trust
Illinois
$188M -$9.37M -387,596 -5%
BFA
15
BlackRock Fund Advisors
California
$176M -$10.3M -426,424 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$163M -$1.12M -46,332 -0.7%
EC
17
Eminence Capital
New York
$138M +$410K +16,948 +0.3%
Norges Bank
18
Norges Bank
Norway
$104M -$6.03M -249,148 -6%
JFL
19
Jarislowsky, Fraser Ltd
Quebec, Canada
$103M -$4.17M -172,464 -4%
MPI
20
Mairs & Power Inc
Minnesota
$97M +$46.9M +1,940,600 +102%
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97M -$174K -7,180 -0.2%
BG
22
BlackRock Group
United Kingdom
$97M +$6.07M +250,976 +7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$92.7M +$477K +19,720 +0.5%
MCM
24
Munder Capital Management
Michigan
$90.7M +$1.23M +50,996 +1%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$88M -$990K -40,944 -1%

FISV Hedge Fund Activity: Q3 2013 in Review

550 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2013, worth a combined $11.5B — up 14% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FISV positions and 25 closed out — a net gain of 10 holders — while 187 added to existing stakes and 240 trimmed.

The largest buyer was Egerton Capital (UK), adding an estimated $111M. The largest seller was AllianceBernstein, cutting an estimated $133M.

  • 550 institutional investors held Fiserv Inc (FISV) as of Q3 2013, up from 547 in Q2 2013.
  • Funds reported $11.5B of Fiserv Inc stock for Q3 2013, up 14% quarter-over-quarter.
  • 35 funds opened new Fiserv Inc positions in Q3 2013 and 25 closed out, a net change of +10 holders.
  • The largest Fiserv Inc buyer in Q3 2013 was Egerton Capital (UK), an estimated $111M added.
  • The largest Fiserv Inc seller in Q3 2013 was AllianceBernstein, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.