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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.16B -$126M -1,626,938 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.13B -$2.21M -28,607 -0.1%
BlackRock
3
BlackRock
New York
$2.3B +$69.4M +898,122 +3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.74B +$65.4M +845,558 +4%
State Street
5
State Street
Massachusetts
$1.2B -$14.1M -182,601 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$457M +$36.3M +469,507 +8%
Capital World Investors
7
Capital World Investors
California
$447M +$3.4M +44,000 +0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$441M -$132M -1,706,268 -22%
Invesco
9
Invesco
Georgia
$440M -$16.5M -213,641 -3%
Northern Trust
10
Northern Trust
Illinois
$394M +$11.9M +154,269 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$376M +$139M +1,804,141 +55%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$353M -$32.2M -416,417 -8%
Norges Bank
13
Norges Bank
Norway
$288M +$464 +6 +0%
Winslow Capital Management
14
Winslow Capital Management
Minnesota
$285M +$55.5M +717,600 +23%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$249M -$13.6M -176,532 -5%
Capital Research Global Investors
16
Capital Research Global Investors
California
$242M +$16.6M +214,924 +7%
PAI
17
Pittenger & Anderson Inc
Nebraska
$231M +$44.1K +570 +0%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$212M +$98.3M +1,271,171 +78%
LWCFA
19
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206M -$2.38M -30,735 -1%
Bank of America
20
Bank of America
North Carolina
$201M +$26.5M +342,235 +14%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$198M -$30.9M -400,106 -13%
Capital International Investors
22
Capital International Investors
California
$190M +$64.3M +832,400 +47%
Goldman Sachs
23
Goldman Sachs
New York
$187M -$37.9M -489,737 -16%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$179M -$1.73M -22,393 -0.9%
Legal & General Group
25
Legal & General Group
United Kingdom
$174M +$11.6M +149,983 +7%

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.