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Fidelity National Information Services
FIS

Overview Fund Activity

1,011 hedge funds and large institutions have $39.4B invested in Fidelity National Information Services in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 326 increasing their positions, 414 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+30
Holders Change %
+3.06%
% of All Funds
14.7%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.36%
New
119
Increased
326
Reduced
414
Closed
73
Calls
$265M
Puts
$132M
Net Calls
+$133M
Net Calls Change
-$34.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.11B
2
Boston Partners
Boston Partners
Massachusetts
+$471M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$414M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$266M
5
Citadel Advisors
Citadel Advisors
Florida
+$152M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$478M
2
BlackRock
BlackRock
New York
-$377M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$308M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$225M
5
Fidelity International
Fidelity International
Bermuda
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
651
Maia Wealth
Colorado
$394K +$394K +5,175 New
CFP
652
Catalyst Financial Partners
Massachusetts
$391K -$18.3K -243 -4%
IA
653
IFP Advisors
Florida
$391K +$46.1K +612 +13%
FTWA
654
Fifth Third Wealth Advisors
Ohio
$388K +$388K +5,154 New
RWM
655
Ritholtz Wealth Management
New York
$385K +$385K +5,114 New
BSW
656
Buckingham Strategic Wealth
Missouri
$384K +$39.8K +528 +12%
AWM
657
Apollon Wealth Management
South Carolina
$382K +$64K +849 +20%
ILI
658
Invesco LLC (Illinois)
Illinois
$378K -$9.04K -120 -2%
RGC
659
Roberts, Glore & Co
Illinois
$377K -$6.03K -80 -2%
TFCP
660
Twin Focus Capital Partners
Massachusetts
$374K +$374K +4,964 New
CNBT
661
Canandaigua National Bank & Trust
New York
$371K +$371K +4,927 New
PI
662
PEAK6 Investments
Illinois
$367K -$1.44M -19,148 -80%
LNWWM
663
Laird Norton Wetherby Wealth Management
California
$365K +$16.7K +221 +5%
LCWP
664
Legacy Capital Wealth Partners
Arkansas
$365K +$365K +4,843 New
MMG
665
Monetary Management Group
Missouri
$364K – – –
BWM
666
Baron Wealth Management
Michigan
$362K -$33.5K -445 -8%
NA
667
Navellier & Associates
Nevada
$361K +$603 +8 +0.2%
HA
668
Harbor Advisors
Florida
$358K – – –
LIA
669
LS Investment Advisors
Michigan
$354K – – –
MW
670
Marcum Wealth
Ohio
$352K +$9.87K +131 +3%
GWM
671
Gray Wealth Management
Maine
$351K +$45.6K +605 +15%
CIM
672
CIM Investment Management
Pennsylvania
$348K -$1.96K -26 -0.6%
GJWM
673
Gilliland Jeter Wealth Management
Arkansas
$345K +$678 +9 +0.2%
RRCM
674
Rappaport Reiches Capital Management
Illinois
$343K +$1.58K +21 +0.5%
EIG
675
Ellenbecker Investment Group
Wisconsin
$343K +$980 +13 +0.3%
25 26
27
28 29