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FISV

Fiserv Inc

1,168 hedge funds and large institutions have $59.9B invested in Fiserv Inc in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 395 increasing their positions, 513 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $216M | Put options by funds: $174M

0.61% more ownership

Funds ownership: 92.38%92.99% (+0.61%)

5% less funds holding

Funds holding: 1,2291,168 (-61)

8% less funds holding in top 10

Funds holding in top 10: 10697 (-9)

17% less capital invested

Capital invested by funds: $72.6B → $59.9B (-$12.7B)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 513

30% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 153

Holders
1,168
Holders Change
-61
Holders Change %
-4.96%
% of All Funds
25.73%
Holding in Top 10
97
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.49%
% of All Funds
2.14%
New
107
Increased
395
Reduced
513
Closed
153
Calls
$216M
Puts
$174M
Net Calls
+$42M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$10.5B
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.94B +$848M +7,637,345 +14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.48B +$147M +1,323,507 +3%
BlackRock
4
BlackRock
New York
$4.1B -$4.89M -43,990 -0.1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.61B +$21.4M +192,425 +0.7%
State Street
6
State Street
Massachusetts
$2.25B -$907K -8,166 -0%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.24B +$36.5M +328,583 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$936M -$4.47M -40,283 -0.4%
LP
9
Longview Partners
Guernsey
$856M +$760M +6,843,044 +315%
Goldman Sachs
10
Goldman Sachs
New York
$832M -$82.7M -744,944 -8%
JP Morgan Chase
11
JP Morgan Chase
New York
$820M -$240M -2,161,289 -20%
Capital World Investors
12
Capital World Investors
California
$731M -$5.93M -53,352 -0.7%
Northern Trust
13
Northern Trust
Illinois
$660M +$27.8M +250,256 +4%
ECU
14
Egerton Capital (UK)
United Kingdom
$617M -$135M -1,218,237 -16%
Lazard Asset Management
15
Lazard Asset Management
New York
$572M +$414M +3,729,911 +163%
FPP
16
Findlay Park Partners
United Kingdom
$511M +$80.5M +725,000 +16%
Ameriprise
17
Ameriprise
Minnesota
$506M +$10M +90,207 +2%
Bank of America
18
Bank of America
North Carolina
$498M +$193M +1,733,397 +49%
Norges Bank
19
Norges Bank
Norway
$467M -$8.73M -78,560 -2%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$449M +$60.3M +543,147 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$430M -$22.7M -203,946 -4%
Invesco
22
Invesco
Georgia
$386M -$37.1M -333,623 -8%
Victory Capital Management
23
Victory Capital Management
Texas
$384M +$342M +3,080,921 +320%
Legal & General Group
24
Legal & General Group
United Kingdom
$359M +$5.46M +49,176 +1%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$349M -$7.61M -68,493 -2%

FISV Hedge Fund Activity: Q1 2020 in Review

1,168 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2020, worth a combined $59.9B — down 17% from $72.6B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of FISV and 107 opened new positions — a net loss of 46 holders — while 513 trimmed existing stakes and 395 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $848M. The largest seller was Capital International Investors, cutting an estimated $1.06B.

  • 1,168 institutional investors held Fiserv Inc (FISV) as of Q1 2020, down from 1,229 in Q4 2019.
  • Funds reported $59.9B of Fiserv Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 107 funds opened new Fiserv Inc positions in Q1 2020 and 153 closed out, a net change of -46 holders.
  • The largest Fiserv Inc buyer in Q1 2020 was T. Rowe Price Associates, an estimated $848M added.
  • The largest Fiserv Inc seller in Q1 2020 was Capital International Investors, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2020.