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Fidelity National Information Services
FIS

Overview Fund Activity

1,041 hedge funds and large institutions have $42.4B invested in Fidelity National Information Services in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 340 increasing their positions, 427 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+30
Holders Change %
+2.97%
% of All Funds
15.06%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
127
Increased
340
Reduced
427
Closed
87
Calls
$249M
Puts
$184M
Net Calls
+$65.4M
Net Calls Change
-$67.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$430M
2
RJA
Raymond James & Associates
Florida
+$281M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$80.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$71.5M
5
Boston Partners
Boston Partners
Massachusetts
+$70.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$286M
2
BG
Baupost Group
Massachusetts
-$213M
3
JPM
JANA Partners Management
New York
-$130M
4
MMA
Mizuho Markets Americas
New York
-$101M
5
SCA
Southpoint Capital Advisors
New York
-$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIAA Trust, National Association
501
TIAA Trust, National Association
North Carolina
$987K +$411K +4,902 +71%
PWM
502
Power Wealth Management
Georgia
$985K +$670 +8 +0.1%
NAS
503
Nicolet Advisory Services
Wisconsin
$985K -$63.5K -759 -6%
JIC
504
Johnson Investment Counsel
Ohio
$983K -$206K -2,460 -17%
RG
505
Rathbones Group
United Kingdom
$977K -$57.8K -690 -6%
WSFS
506
Wilmington Savings Fund Society
Delaware
$976K +$976K +11,649 New
GRP
507
Global Retirement Partners
California
$975K -$2.6K -31 -0.3%
JCM
508
Jacobi Capital Management
Pennsylvania
$973K +$6.28K +75 +0.6%
VCA
509
Verdence Capital Advisors
Maryland
$969K +$732K +8,743 +309%
ACM
510
Aster Capital Management
United Arab Emirates
$965K +$965K +11,526 New
JSW
511
Journey Strategic Wealth
New Jersey
$960K +$23.3K +278 +2%
Envestnet Portfolio Solutions
512
Envestnet Portfolio Solutions
Illinois
$956K -$191K -2,279 -17%
EGM
513
Engineers Gate Manager
New York
$950K -$283K -3,376 -23%
SAG
514
SageView Advisory Group
California
$923K -$31.8K -380 -3%
BCM
515
Brasada Capital Management
Texas
$921K -$83.8K -1,000 -8%
IWA
516
Invera Wealth Advisors
Oregon
$919K +$919K +10,605 New
AIIMS
517
Analyst IMS Investment Management Services
Israel
$901K – – –
CCM
518
Coldstream Capital Management
Washington
$898K +$41.9K +499 +5%
SAM
519
Seelaus Asset Management
New Jersey
$892K -$41.9K -500 -4%
MYIA
520
Mount Yale Investment Advisors
Colorado
$886K +$52.8K +631 +6%
VSQM
521
V-Square Quantitative Management
Illinois
$880K +$99.9K +1,193 +13%
WSC
522
Wellington Shields & Co
New York
$879K – – –
KCM
523
Kendall Capital Management
Maryland
$875K -$18.4K -220 -2%
VI
524
Vestcor Inc
New Brunswick, Canada
$872K – – –
I
525
InceptionR
California
$870K +$870K +10,392 New
19 20
21
22 23