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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
VC
601
Veracity Capital
Georgia
$468K +$427K +7,785 New
QOP
602
Quinn Opportunity Partners
Virginia
$459K
MW
603
Marcum Wealth
Ohio
$456K -$21.7K -396 -5%
BCP
604
Blackhawk Capital Partners
Wisconsin
$456K +$416K +7,584 New
CCM
605
Coldstream Capital Management
Washington
$451K -$79.9K -1,457 -16%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$449K -$113K -2,062 -22%
MC
607
Moors & Cabot
Massachusetts
$446K -$122K -2,225 -23%
SW
608
SteelPeak Wealth
California
$442K
BC
609
Burney Company
Virginia
$441K
TIAA Trust, National Association
610
TIAA Trust, National Association
North Carolina
$432K -$103K -1,870 -21%
IB
611
Intrust Bank
Kansas
$430K -$112K -2,047 -22%
CPA
612
Court Place Advisors
Maryland
$430K -$171K -3,117 -30%
PAS
613
Park Avenue Securities
New York
$428K -$8.89K -162 -2%
BO
614
Bank OZK
Arkansas
$423K +$387K +7,045 New
TAM
615
Trust Asset Management
Texas
$422K
CB
616
Cadence Bank
Mississippi
$421K -$4.06K -74 -1%
BRWA
617
B. Riley Wealth Advisors
Florida
$417K -$110K -2,007 -22%
MYAM
618
Meiji Yasuda Asset Management
Japan
$416K +$4.39K +80 +1%
KFGK
619
Keystone Financial Group (Kentucky)
Kentucky
$415K +$59.1K +1,078 +18%
MNBTD
620
Moody National Bank Trust Division
Texas
$410K -$377K -6,873 -50%
NP
621
NorthRock Partners
Minnesota
$409K +$374K +6,813 New
WJWM
622
Williams Jones Wealth Management
New York
$402K -$21.9K -400 -6%
LGA
623
Lebenthal Global Advisors
New York
$400K +$366K +6,662 New
JFGIW
624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$400K +$166K +3,023 +83%
EIP
625
Epoch Investment Partners
New York
$398K -$13.5K -246 -4%

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.