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Fidelity National Information Services

948 hedge funds and large institutions have $29.3B invested in Fidelity National Information Services in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 383 increasing their positions, 340 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $340M | Put options by funds: $162M

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

13% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 340

0% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 95

0% less funds holding

Funds holding: 951948 (-3)

2% less capital invested

Capital invested by funds: $29.7B → $29.3B (-$451M)

1.43% less ownership

Funds ownership: 91.93%90.49% (-1.4%)

Holders
948
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
14.88%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
95
Increased
383
Reduced
340
Closed
95
Calls
$340M
Puts
$162M
Net Calls
+$178M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Stratos Wealth Partners
Ohio
$905K +$87K +1,582 +11%
Bessemer Group
502
Bessemer Group
New Jersey
$903K +$209K +3,792 +30%
ONSWM
503
Old North State Wealth Management
North Carolina
$885K +$160K +2,911 +22%
AIM
504
Achmea Investment Management
Netherlands
$884K
CC
505
Copperleaf Capital
North Carolina
$876K -$26.9K -488 -3%
Wealthfront Advisers
506
Wealthfront Advisers
California
$865K +$413K +7,512 +91%
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$862K +$244K +4,430 +39%
USAA
508
United Services Automobile Association
Texas
$859K +$90.7K +1,649 +12%
MC
509
Machina Capital
France
$858K +$461K +8,380 +115%
SM
510
Sciencast Management
New Jersey
$847K +$785K +14,268 New
WA
511
Wealth Alliance
New York
$843K +$1.1K +20 +0.1%
WFI
512
West Family Investments
California
$838K +$13.9K +253 +2%
KC
513
Knuff & Co
California
$833K
TRCT
514
Tower Research Capital (TRC)
New York
$831K +$197K +3,578 +31%
SW
515
SVB Wealth
Massachusetts
$828K -$86.7K -1,576 -9%
GWM
516
Geneos Wealth Management
Colorado
$826K +$373K +6,774 +81%
CTA
517
Chesley Taft & Associates
Illinois
$818K -$19.1K -348 -2%
BAM
518
Blueshift Asset Management
New Jersey
$806K +$436K +7,915 +116%
KIG
519
Kowal Investment Group
Wisconsin
$805K -$4.02K -73 -0.5%
CA
520
Continuum Advisory
Idaho
$800K +$28K +508 +4%
WOC
521
West Oak Capital
California
$799K
MFS
522
Mirabella Financial Services
United Kingdom
$788K +$793K +14,410 New
VI
523
Vestcor Inc
New Brunswick, Canada
$782K -$3.19K -58 -0.4%
BCV
524
Banque Cantonale Vaudoise
Switzerland
$781K -$82.5K -1,500 -9%
PGIM
525
Pacific Global Investment Management
California
$776K -$209K -3,790 -21%

FIS Hedge Fund Activity: Q2 2023 in Review

948 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2023, worth a combined $29.3B — down 1.5% from $29.7B a quarter earlier.

Fund positioning in FIS was balanced in Q2 2023: 95 funds opened new positions, 95 closed out, 383 added to existing stakes and 340 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $425M. The largest seller was Capital International Investors, cutting an estimated $1.02B.

  • 948 institutional investors held Fidelity National Information Services (FIS) as of Q2 2023, down from 951 in Q1 2023.
  • Funds reported $29.3B of Fidelity National Information Services stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 95 funds opened new Fidelity National Information Services positions in Q2 2023 and 95 closed out, a net change of 0 holders.
  • The largest Fidelity National Information Services buyer in Q2 2023 was Capital Research Global Investors, an estimated $425M added.
  • The largest Fidelity National Information Services seller in Q2 2023 was Capital International Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q2 2023.