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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
CG
551
Cutler Group
California
$687K +$650K +9,150 +924%
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$684K -$455K -6,401 -39%
API
553
Advisor Partners II
California
$681K -$54K -760 -7%
BPIM
554
Brant Point Investment Management
New York
$680K -$321K -4,523 -31%
AAS
555
Ameritas Advisory Services
Nebraska
$679K +$202K +2,839 +40%
EAM
556
Erste Asset Management
Austria
$679K -$352K -4,961 -33%
JCM
557
Jacobi Capital Management
Pennsylvania
$668K -$140K -1,969 -17%
FFA
558
First Foundation Advisors
California
$666K -$714K -10,052 -51%
KTA
559
Keeley-Teton Advisors
Illinois
$655K -$8.1K -114 -1%
HWM
560
Hohimer Wealth Management
Washington
$654K +$685K +9,643 New
OQS
561
Occudo Quantitative Strategies
Florida
$644K +$248K +3,493 +58%
TF
562
TIAA FSB
Florida
$642K -$66.7K -939 -9%
CGIM
563
Capital Group Investment Management
Singapore
$638K +$668K +9,403 New
EGM
564
Engineers Gate Manager
New York
$636K -$8.03M -113,059 -92%
FBFS
565
First Business Financial Services
Wisconsin
$636K -$270K -3,796 -29%
SWM
566
Salvus Wealth Management
New Jersey
$626K +$216K +3,036 +49%
MCM
567
MAI Capital Management
Ohio
$616K +$103K +1,446 +19%
NB
568
Nicolet Bankshares
Wisconsin
$612K -$1.49K -21 -0.2%
DZ Bank
569
DZ Bank
Germany
$611K -$249K -3,500 -28%
SI
570
Stephens Inc
Arkansas
$610K +$358K +5,035 +127%
MPPLM
571
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$608K +$28.8K +406 +5%
BL
572
Balentine LLC
Georgia
$601K +$331K +4,653 +111%
MIP
573
Marietta Investment Partners
Wisconsin
$599K
PCS
574
Personal CFO Solutions
New Jersey
$597K +$625K +8,795 New
KA
575
KLCM Advisors
Wisconsin
$588K

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.