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Fidelity National Information Services
FIS

Overview Fund Activity

918 hedge funds and large institutions have $30.3B invested in Fidelity National Information Services in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 362 increasing their positions, 328 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-24
Holders Change %
-2.55%
% of All Funds
14.64%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
98
Increased
362
Reduced
328
Closed
108
Calls
$406M
Puts
$351M
Net Calls
+$55.3M
Net Calls Change
-$123M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$491M
2
LP
Longview Partners
Guernsey
+$477M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$439M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$359M
5
SCA
Southpoint Capital Advisors
New York
+$210M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$273M
2
Citadel Advisors
Citadel Advisors
Florida
-$242M
3
Nomura Holdings
Nomura Holdings
Japan
-$204M
4
Renaissance Technologies
Renaissance Technologies
New York
-$140M
5
SCM
Steadfast Capital Management
New York
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIIMS
526
Analyst IMS Investment Management Services
Israel
$601K – – –
PA
527
Parallel Advisors
California
$597K +$87.7K +1,587 +17%
ML
528
Mayport LLC
Massachusetts
$596K – – –
SI
529
Stephens Inc
Arkansas
$592K +$57.7K +1,044 +11%
BF
530
BOK Financial
Oklahoma
$589K +$3K +61 +0.5%
WSC
531
Wellington Shields & Co
New York
$580K – – –
CAMG
532
CWA Asset Management Group
Florida
$578K +$32.3K +585 +6%
BG
533
Bahl & Gaynor
Ohio
$577K -$170K -3,069 -23%
LWAM
534
Legacy Wealth Asset Management
Minnesota
$576K +$276K +5,000 +92%
SWM
535
Salvus Wealth Management
New Jersey
$570K +$5.69K +103 +1%
CPA
536
Court Place Advisors
Maryland
$568K -$2.05K -37 -0.4%
CCM
537
Chiron Capital Management
Florida
$558K -$27.6K -500 -5%
FAM
538
Formidable Asset Management
Ohio
$554K +$47.5K +859 +9%
LOAMU
539
Lombard Odier Asset Management (USA)
New York
$553K -$111K -2,000 -17%
IRC
540
Investors Research Corp
Georgia
$551K – – –
MFG
541
Merit Financial Group
Georgia
$549K -$2.33M -42,196 -81%
UAS
542
United Asset Strategies
New York
$548K +$548K +9,907 New
CAM
543
Close Asset Management
United Kingdom
$539K +$528K +9,560 +5,032%
SL
544
Sentry LLC
Tennessee
$538K – – –
MC
545
Moors & Cabot
Massachusetts
$533K -$3.87K -70 -0.7%
CA
546
Claro Advisors
Massachusetts
$532K +$96.6K +1,747 +22%
FTDI
547
First Trust Direct Indexing
Massachusetts
$531K +$58.3K +1,055 +12%
Carson Wealth (CWM LLC)
548
Carson Wealth (CWM LLC)
Nebraska
$527K +$97.1K +1,758 +23%
SF
549
Synovus Financial
Georgia
$524K +$61.4K +1,111 +13%
OSAM
550
O'Shaughnessy Asset Management
Connecticut
$519K +$136K +2,457 +35%
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