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Fidelity National Information Services

740 hedge funds and large institutions have $31.8B invested in Fidelity National Information Services in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 239 increasing their positions, 274 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $78.7M | Put options by funds: $18.2M

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

1% more funds holding

Funds holding: 731740 (+9)

3% more capital invested

Capital invested by funds: $31B → $31.8B (+$790M)

0.25% more ownership

Funds ownership: 88.5%88.75% (+0.25%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

13% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 274

Holders
740
Holders Change
+9
Holders Change %
+1.23%
% of All Funds
16.92%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.46%
New
54
Increased
239
Reduced
274
Closed
40
Calls
$78.7M
Puts
$18.2M
Net Calls
+$60.5M
Net Calls Change
+$70.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
651
Braun-Bostich & Associates
Pennsylvania
$39K +$25.2K +234 +197%
HFM
652
Harvest Fund Management
China
$39K +$38.7K +359 New
CHP
653
Cable Hill Partners
Oregon
$38K -$15.9K -148 -30%
RFA
654
Reilly Financial Advisors
California
$38K +$21.9K +203 +143%
ACS
655
Archford Capital Strategies
Illinois
$36K
AIM
656
Advantage Investment Management
Iowa
$35K -$647 -6 -2%
CAC
657
Certified Advisory Corp
Florida
$35K +$108 +1 +0.3%
CAW
658
Cornerstone Advisors (Washington)
Washington
$35K +$13.5K +125 +64%
TPWA
659
TRUE Private Wealth Advisors
Oregon
$34.6K +$34.2K +317 New
BWM
660
Baystate Wealth Management
Massachusetts
$34K
LFA
661
Legacy Financial Advisors
Kentucky
$34K
CQS
662
Credential Qtrade Securities
$33K +$32.7K +303 New
SIM
663
Sonora Investment Management
Arizona
$33K
TFS
664
TrustCore Financial Services
Tennessee
$33K
WIM
665
Westside Investment Management
California
$30.7K
ASN
666
Advisory Services Network
Georgia
$29K +$108 +1 +0.4%
GAM
667
Gemmer Asset Management
California
$28K
BWM
668
BerganKDV Wealth Management
Minnesota
$27K
JWA
669
JFS Wealth Advisors
Pennsylvania
$27K
CGT
670
Capital Guardian Trust
California
$27K +$26.4K +245 New
SCM
671
Southport Capital Management
Tennessee
$27K +$26.9K +250 New
WA
672
WealthTrust-Arizona
Arizona
$26K -$108 -1 -0.4%
VNA
673
Valley National Advisers
Pennsylvania
$26K +$108 +1 +0.4%
PCP
674
Proficio Capital Partners
Massachusetts
$25K -$862 -8 -3%
FPFS
675
First Personal Financial Services
North Carolina
$25K +$8.84K +82 +55%

FIS Hedge Fund Activity: Q3 2018 in Review

740 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q3 2018, worth a combined $31.8B — up 2.5% from $31B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FIS positions and 40 closed out — a net gain of 14 holders — while 239 added to existing stakes and 274 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $229M. The largest seller was Citadel Advisors, cutting an estimated $97.1M.

  • 740 institutional investors held Fidelity National Information Services (FIS) as of Q3 2018, up from 731 in Q2 2018.
  • Funds reported $31.8B of Fidelity National Information Services stock for Q3 2018, up 2.5% quarter-over-quarter.
  • 54 funds opened new Fidelity National Information Services positions in Q3 2018 and 40 closed out, a net change of +14 holders.
  • The largest Fidelity National Information Services buyer in Q3 2018 was EdgePoint Investment Group, an estimated $229M added.
  • The largest Fidelity National Information Services seller in Q3 2018 was Citadel Advisors, an estimated $97.1M sold.

Based on aggregated 13F filings for Q3 2018.