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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
SAG
526
SageView Advisory Group
California
$717K +$623K +11,349 New
PWM
527
Power Wealth Management
Georgia
$706K +$645K +11,758 New
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
$705K -$279K -5,083 -30%
OAM
529
Ostrum Asset Management
France
$703K -$211K -3,842 -25%
PFA
530
Pathway Financial Advisers
Indiana
$697K -$8.67K -158 -1%
IAA
531
Independent Advisor Alliance
North Carolina
$692K -$4.12K -75 -0.6%
ONB
532
Old National Bancorp
Indiana
$686K +$626K +11,414 New
SCTC
533
Sanibel Captiva Trust Company
Florida
$684K +$625K +11,395 New
ATPW
534
Ashton Thomas Private Wealth
Arizona
$679K -$65.4K -1,192 -10%
MFG
535
Merit Financial Group
Georgia
$663K +$60.5K +1,103 +11%
RWB
536
RMR Wealth Builders
New Jersey
$662K +$153K +2,781 +34%
Wolverine Trading
537
Wolverine Trading
Illinois
$658K +$213K +3,887 +55%
MFS
538
Mirabella Financial Services
United Kingdom
$655K +$598K +10,895 New
FTDI
539
First Trust Direct Indexing
Massachusetts
$653K +$70.1K +1,278 +13%
A
540
AlphaQuest
New York
$653K +$596K +10,864 New
KCM
541
Kendall Capital Management
Maryland
$651K +$128K +2,330 +27%
ML
542
Mayport LLC
Massachusetts
$648K
AIIMS
543
Analyst IMS Investment Management Services
Israel
$646K
RCAG
544
Rehmann Capital Advisory Group
Michigan
$646K -$11.8K -215 -2%
CAG
545
Csenge Advisory Group
Florida
$644K -$210K -3,819 -26%
AWAP
546
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$634K -$23.9K -436 -4%
WSC
547
Wellington Shields & Co
New York
$631K
HVCM
548
Hel Ved Capital Management
Hong Kong
$631K +$576K +10,500 New
OTL
549
Oak Thistle LLC
New York
$627K +$573K +10,435 New
Cetera Investment Advisers
550
Cetera Investment Advisers
Illinois
$624K -$175K -3,195 -24%

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.