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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
CPIG
601
Chicago Partners Investment Group
Illinois
$436K +$28.8K +524 +8%
SCM
602
Stevens Capital Management
Pennsylvania
$432K +$435K +7,898 New
CA
603
Claro Advisors
Massachusetts
$431K +$72.3K +1,314 +20%
SW
604
SteelPeak Wealth
California
$430K
HI
605
Harbour Investments
Wisconsin
$428K +$7.32K +133 +2%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$426K +$60.4K +1,098 +16%
FMAEN1
607
Fund Management at Engine No 1
California
$422K +$28.2K +513 +7%
FCM
608
Fairbanks Capital Management
California
$420K +$13K +237 +3%
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$419K +$1.43K +26 +0.3%
QOP
610
Quinn Opportunity Partners
Virginia
$418K
BRWA
611
B. Riley Wealth Advisors
Florida
$403K -$26.7K -485 -6%
OAM
612
Ostrum Asset Management
France
$402K +$385 +7 +0.1%
BC
613
Burney Company
Virginia
$402K
CC
614
Centiva Capital
New York
$398K +$62.2K +1,131 +18%
CI
615
Cigna Investments
Connecticut
$394K +$1.1K +20 +0.3%
MA
616
Montag & Associates
Georgia
$394K
AIP
617
Ameritas Investment Partners
Nebraska
$392K
AAS
618
Ameritas Advisory Services
Nebraska
$391K -$10.8K -197 -3%
CB
619
Cadence Bank
Mississippi
$388K +$94.7K +1,721 +32%
VVP
620
Venture Visionary Partners
Ohio
$386K +$50K +908 +15%
TAM
621
Trust Asset Management
Texas
$384K
BPA
622
Beacon Pointe Advisors
California
$382K -$20K -364 -5%
V
623
Veritable
Delaware
$380K +$70.4K +1,279 +23%
EIP
624
Epoch Investment Partners
New York
$379K -$24K -437 -6%
OSAM
625
O'Shaughnessy Asset Management
Connecticut
$379K +$128K +2,327 +51%

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.