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Fidelity National Information Services

951 hedge funds and large institutions have $29.7B invested in Fidelity National Information Services in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 396 increasing their positions, 334 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $387M | Put options by funds: $248M

19% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 334

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

0.42% less ownership

Funds ownership: 92.35%91.93% (-0.42%)

7% less funds holding

Funds holding: 1,021951 (-70)

20% less capital invested

Capital invested by funds: $37B → $29.7B (-$7.27B)

33% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 165

Holders
951
Holders Change
-70
Holders Change %
-6.86%
% of All Funds
15.16%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
110
Increased
396
Reduced
334
Closed
165
Calls
$387M
Puts
$248M
Net Calls
+$138M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
551
PAX Financial Group
Texas
$651K +$88.1K +1,354 +13%
MNBTD
552
Moody National Bank Trust Division
Texas
$644K -$25.5K -392 -3%
UH
553
Unigestion Holding
Switzerland
$643K +$802K +12,318 New
PAM
554
Paradigm Asset Management
New York
$642K -$3.25K -50 -0.4%
SXL
555
Summit X LLC
Missouri
$642K +$370K +5,679 +93%
LC
556
Lindbrook Capital
California
$637K -$41.4K -636 -5%
TRCT
557
Tower Research Capital (TRC)
New York
$632K +$46.8K +719 +7%
WSC
558
Wellington Shields & Co
New York
$632K
CPA
559
Court Place Advisors
Maryland
$624K -$91.1K -1,399 -11%
AWAP
560
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$617K +$417K +6,413 +130%
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$616K +$291K +4,463 +65%
SG
562
StoneX Group
New York
$610K +$731K +11,237 New
O
563
Ossiam
France
$609K +$458K +7,038 +169%
IAA
564
Independent Advisor Alliance
North Carolina
$607K +$727K +11,166 New
ML
565
Mayport LLC
Massachusetts
$586K +$702K +10,783 New
AA
566
Argent Advisors
Louisiana
$581K +$697K +10,702 New
CANY
567
Caxton Associates (New York)
New York
$578K +$693K +10,646 New
JCM
568
Jacobi Capital Management
Pennsylvania
$570K +$42.7K +656 +7%
MC
569
Moors & Cabot
Massachusetts
$569K +$148K +2,281 +28%
PFO
570
Pathstone Family Office
New Jersey
$565K -$2.89M -44,468 -81%
AIIMS
571
Analyst IMS Investment Management Services
Israel
$561K -$26.2K -402 -4%
VCM
572
Virtue Capital Management
Tennessee
$551K +$138K +2,122 +27%
FCM
573
Fortis Capital Management
Washington
$546K +$202K +3,104 +45%
SWM
574
Salvus Wealth Management
New Jersey
$542K +$49.1K +755 +8%
SF
575
Synovus Financial
Georgia
$538K -$66.8K -1,026 -9%

FIS Hedge Fund Activity: Q1 2023 in Review

951 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q1 2023, worth a combined $29.7B — down 20% from $37B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of FIS and 110 opened new positions — a net loss of 55 holders — while 334 trimmed existing stakes and 396 added.

The largest buyer was Citadel Advisors, adding an estimated $320M. The largest seller was Wellington Management Group, cutting an estimated $1.02B.

  • 951 institutional investors held Fidelity National Information Services (FIS) as of Q1 2023, down from 1,021 in Q4 2022.
  • Funds reported $29.7B of Fidelity National Information Services stock for Q1 2023, down 20% quarter-over-quarter.
  • 110 funds opened new Fidelity National Information Services positions in Q1 2023 and 165 closed out, a net change of -55 holders.
  • The largest Fidelity National Information Services buyer in Q1 2023 was Citadel Advisors, an estimated $320M added.
  • The largest Fidelity National Information Services seller in Q1 2023 was Wellington Management Group, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2023.