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Fidelity National Information Services

970 hedge funds and large institutions have $32.9B invested in Fidelity National Information Services in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 300 increasing their positions, 397 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $947M | Put options by funds: $586M

50% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 110

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

8% more capital invested

Capital invested by funds: $30.3B → $32.9B (+$2.56B)

5% more funds holding

Funds holding: 924970 (+46)

0.26% less ownership

Funds ownership: 92.62%92.36% (-0.26%)

24% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 397

Holders
970
Holders Change
+46
Holders Change %
+4.98%
% of All Funds
14.14%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.39%
New
165
Increased
300
Reduced
397
Closed
110
Calls
$947M
Puts
$586M
Net Calls
+$361M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
501
HF Advisory Group
Maryland
$862K +$128K +2,324 +19%
UCFA
502
United Capital Financial Advisors
Texas
$861K +$364K +6,634 +86%
WA
503
Wealth Alliance
New York
$858K -$32.8K -597 -4%
MOS
504
MGO One Seven
Ohio
$853K -$97.7K -1,780 -11%
VSQM
505
V-Square Quantitative Management
Illinois
$850K +$368K +6,701 +90%
TCOV
506
Trust Company of Vermont
Vermont
$847K -$126K -2,297 -14%
Wellington Management Group
507
Wellington Management Group
Massachusetts
$840K -$491M -8,955,748 -100%
LWAM
508
Legacy Wealth Asset Management
Minnesota
$836K +$191K +3,480 +33%
IMCOOI
509
Investment Management Corp of Ontario (IMCO)
Canada
$829K +$757K +13,803 New
MW
510
Maia Wealth
Colorado
$825K +$754K +13,737 New
PGIM
511
Pacific Global Investment Management
California
$817K +$713 +13 +0.1%
ASN
512
Advisory Services Network
Georgia
$805K -$1.35M -24,587 -65%
GAM
513
Groupama Asset Management
France
$794K +$725K +13,215 New
MC
514
Middleton & Co
Massachusetts
$792K -$240K -4,380 -25%
UAS
515
United Asset Strategies
New York
$785K +$173K +3,159 +32%
PA
516
Parallel Advisors
California
$771K +$112K +2,040 +19%
Wealthfront Advisers
517
Wealthfront Advisers
California
$769K -$592K -10,783 -46%
SPIA
518
Steward Partners Investment Advisory
New York
$768K -$64.4K -1,174 -8%
RMCM
519
Reynders McVeigh Capital Management
Massachusetts
$756K -$1.43K -26 -0.2%
JF
520
Jump Financial
Illinois
$752K +$687K +12,514 New
CA
521
Callahan Advisors
Texas
$751K -$647K -11,800 -49%
VI
522
Vestcor Inc
New Brunswick, Canada
$749K -$8.01K -146 -1%
Bessemer Group
523
Bessemer Group
New Jersey
$748K -$109K -1,982 -14%
GCM
524
Greenland Capital Management
New York
$733K -$12.3M -224,162 -95%
JCM
525
Jacobi Capital Management
Pennsylvania
$725K +$11.7K +213 +2%

FIS Hedge Fund Activity: Q4 2023 in Review

970 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q4 2023, worth a combined $32.9B — up 8.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new FIS positions and 110 closed out — a net gain of 55 holders — while 300 added to existing stakes and 397 trimmed.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $365M. The largest seller was Wellington Management Group, cutting an estimated $491M.

  • 970 institutional investors held Fidelity National Information Services (FIS) as of Q4 2023, up from 924 in Q3 2023.
  • Funds reported $32.9B of Fidelity National Information Services stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 165 funds opened new Fidelity National Information Services positions in Q4 2023 and 110 closed out, a net change of +55 holders.
  • The largest Fidelity National Information Services buyer in Q4 2023 was ExodusPoint Capital Management, an estimated $365M added.
  • The largest Fidelity National Information Services seller in Q4 2023 was Wellington Management Group, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2023.