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Fidelity National Information Services

1,021 hedge funds and large institutions have $37B invested in Fidelity National Information Services in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 345 increasing their positions, 418 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $601M | Put options by funds: $304M

1.9% more ownership

Funds ownership: 90.45%92.35% (+1.9%)

8% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 140

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0% less funds holding

Funds holding: 1,0261,021 (-5)

11% less capital invested

Capital invested by funds: $41.5B → $37B (-$4.45B)

17% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 418

Holders
1,021
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
16.41%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
151
Increased
345
Reduced
418
Closed
140
Calls
$601M
Puts
$304M
Net Calls
+$296M
Net Calls Change
+$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
526
Biltmore Family Office
North Carolina
$777K +$179K +2,520 +28%
PA
527
Parallel Advisors
California
$777K -$151K -2,130 -16%
SPIA
528
Steward Partners Investment Advisory
New York
$773K -$3.07M -43,274 -79%
QIM
529
Quantitative Investment Management
Virginia
$768K +$805K +11,332 New
PVH
530
Psagot Value Holdings
Israel
$760K +$178K +2,500 +29%
AIIMS
531
Analyst IMS Investment Management Services
Israel
$758K
ACS
532
Archford Capital Strategies
Illinois
$756K +$18.9K +266 +2%
TIM
533
Triad Investment Management
California
$755K +$790K +11,123 New
LCS
534
Levin Capital Strategies
New York
$746K +$355K +5,000 +83%
SF
535
Synovus Financial
Georgia
$742K +$42.3K +595 +6%
TRCT
536
Tower Research Capital (TRC)
New York
$739K -$3.32M -46,786 -81%
TAIM
537
Te Ahumairangi Investment Management
New Zealand
$734K -$384K -5,400 -33%
Carson Wealth (CWM LLC)
538
Carson Wealth (CWM LLC)
Nebraska
$726K +$389K +5,476 +105%
CCM
539
Chiron Capital Management
Florida
$726K -$21.3K -300 -3%
PFG
540
PAX Financial Group
Texas
$721K +$143K +2,016 +23%
4WM
541
44 Wealth Management
Oregon
$715K +$34.7K +489 +5%
DCM
542
Dupont Capital Management
Delaware
$714K -$827K -11,645 -53%
TMAM
543
Tokio Marine Asset Management
Japan
$710K +$80.6K +1,135 +12%
Bessemer Group
544
Bessemer Group
New Jersey
$709K -$145K -2,046 -16%
BRWA
545
B. Riley Wealth Advisors
Florida
$706K +$23.4K +329 +3%
HAG
546
HF Advisory Group
Maryland
$701K +$734K +10,333 New
GWM
547
Geneos Wealth Management
Colorado
$698K -$42.1K -593 -5%
WJWM
548
Williams Jones Wealth Management
New York
$695K -$1.46M -20,599 -67%
UIA
549
Ulland Investment Advisors
Minnesota
$691K -$526K -7,405 -42%
FTDI
550
First Trust Direct Indexing
Massachusetts
$690K +$89.7K +1,262 +14%

FIS Hedge Fund Activity: Q4 2022 in Review

1,021 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q4 2022, worth a combined $37B — down 11% from $41.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FIS positions and 140 closed out — a net gain of 11 holders — while 345 added to existing stakes and 418 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $1.16B. The largest seller was Janus Henderson Group, cutting an estimated $677M.

  • 1,021 institutional investors held Fidelity National Information Services (FIS) as of Q4 2022, down from 1,026 in Q3 2022.
  • Funds reported $37B of Fidelity National Information Services stock for Q4 2022, down 11% quarter-over-quarter.
  • 151 funds opened new Fidelity National Information Services positions in Q4 2022 and 140 closed out, a net change of +11 holders.
  • The largest Fidelity National Information Services buyer in Q4 2022 was Dodge & Cox, an estimated $1.16B added.
  • The largest Fidelity National Information Services seller in Q4 2022 was Janus Henderson Group, an estimated $677M sold.

Based on aggregated 13F filings for Q4 2022.