We are live on ! Find out more
FIS icon

Fidelity National Information Services

948 hedge funds and large institutions have $29.3B invested in Fidelity National Information Services in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 383 increasing their positions, 340 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $340M | Put options by funds: $162M

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

13% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 340

0% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 95

0% less funds holding

Funds holding: 951948 (-3)

2% less capital invested

Capital invested by funds: $29.7B → $29.3B (-$451M)

1.43% less ownership

Funds ownership: 91.93%90.49% (-1.4%)

Holders
948
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
14.88%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
95
Increased
383
Reduced
340
Closed
95
Calls
$340M
Puts
$162M
Net Calls
+$178M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
576
Parallel Advisors
California
$504K +$22.9K +417 +5%
NHC
577
Nicholas Hoffman & Company
Georgia
$504K -$181K -3,284 -26%
KAS
578
Kestra Advisory Services
Texas
$502K -$424K -7,698 -46%
FAM
579
Formidable Asset Management
Ohio
$501K +$504K +9,167 New
NB
580
Nicolet Bankshares
Wisconsin
$497K +$12.5K +228 +3%
WJWM
581
Williams Jones Wealth Management
New York
$496K -$21.5K -391 -4%
LAI
582
Legal Advantage Investments
California
$492K +$495K +9,000 New
GAM
583
Gotham Asset Management
New York
$489K -$1.52M -27,690 -76%
BFO
584
Biltmore Family Office
North Carolina
$489K
CWS
585
Cypress Wealth Services
California
$486K +$124K +2,262 +37%
UCFA
586
United Capital Financial Advisors
Texas
$482K -$19.9M -362,305 -98%
TF
587
TIAA FSB
Florida
$480K +$1.1K +20 +0.2%
VCM
588
Virtue Capital Management
Tennessee
$476K -$115K -2,093 -21%
AWM
589
AE Wealth Management
Kansas
$475K -$4.16M -75,674 -90%
DEA
590
DoubleLine ETF Adviser
Florida
$468K +$102K +1,859 +28%
FTDI
591
First Trust Direct Indexing
Massachusetts
$467K -$48.1K -874 -9%
LSA
592
Leonteq Securities AG
Switzerland
$466K -$261K -4,742 -36%
CC
593
Corton Capital
Ontario, Canada
$464K +$466K +8,475 New
SF
594
Synovus Financial
Georgia
$458K -$84.8K -1,542 -16%
DFCM
595
Dark Forest Capital Management
Puerto Rico
$454K +$337K +6,130 +282%
Fisher Asset Management
596
Fisher Asset Management
Washington
$452K -$47.2K -858 -9%
CFP
597
Catalyst Financial Partners
Massachusetts
$451K +$110K +2,002 +32%
IB
598
Intrust Bank
Kansas
$448K +$138K +2,517 +44%
HIM
599
Hillsdale Investment Management
Ontario, Canada
$443K +$446K +8,100 New
MW
600
Marcum Wealth
Ohio
$438K -$6.11K -111 -1%

FIS Hedge Fund Activity: Q2 2023 in Review

948 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2023, worth a combined $29.3B — down 1.5% from $29.7B a quarter earlier.

Fund positioning in FIS was balanced in Q2 2023: 95 funds opened new positions, 95 closed out, 383 added to existing stakes and 340 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $425M. The largest seller was Capital International Investors, cutting an estimated $1.02B.

  • 948 institutional investors held Fidelity National Information Services (FIS) as of Q2 2023, down from 951 in Q1 2023.
  • Funds reported $29.3B of Fidelity National Information Services stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 95 funds opened new Fidelity National Information Services positions in Q2 2023 and 95 closed out, a net change of 0 holders.
  • The largest Fidelity National Information Services buyer in Q2 2023 was Capital Research Global Investors, an estimated $425M added.
  • The largest Fidelity National Information Services seller in Q2 2023 was Capital International Investors, an estimated $1.02B sold.

Based on aggregated 13F filings for Q2 2023.