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Fidelity National Information Services
FIS

Overview Fund Activity

1,100 hedge funds and large institutions have $83.5B invested in Fidelity National Information Services in 2020 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 391 increasing their positions, 413 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
-21
Holders Change %
-1.87%
% of All Funds
22.25%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
1.21%
New
105
Increased
391
Reduced
413
Closed
115
Calls
$271M
Puts
$166M
Net Calls
+$105M
Net Calls Change
+$18.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$2.41B
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$560M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$320M
4
RCG
Ruane, Cunniff & Goldfarb
New York
+$287M
5
Select Equity Group
Select Equity Group
New York
+$204M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$378M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$349M
3
MCM
Melvin Capital Management
New York
-$334M
4
DCP
D1 Capital Partners
New York
-$261M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
676
Wedbush Securities
California
$757K +$8.09K +55 +1%
CIA
677
CSat Investment Advisory
Michigan
$753K -$27.7K -188 -4%
SFP
678
Shepherd Financial Partners
Massachusetts
$740K -$8.54K -58 -1%
APWA
679
Atlas Private Wealth Advisors
New Jersey
$737K – – –
JWCA
680
J.W. Cole Advisors
Florida
$728K +$728K +4,946 New
AAS
681
Avantax Advisory Services
Texas
$727K +$317K +2,152 +77%
SKK
682
Shepherd Kaplan Krochuk
Massachusetts
$721K – – –
DCM
683
Donaldson Capital Management
Indiana
$721K +$721K +4,901 New
GT
684
Greenleaf Trust
Michigan
$717K +$62.2K +422 +9%
PNAA
685
Pictet North America Advisors
Switzerland
$710K – – –
PA
686
Procyon Advisors
Connecticut
$706K -$17.8K -121 -2%
Loomis, Sayles & Company
687
Loomis, Sayles & Company
Massachusetts
$705K +$672K +4,570 +2,049%
FCI
688
Financial Counselors Inc
Kansas
$703K +$3.83K +26 +0.5%
FMWA
689
Forvis Mazars Wealth Advisors
Missouri
$695K +$34.3K +233 +5%
JIP
690
Jaffetilchin Investment Partners
Florida
$691K +$436K +2,960 +171%
CGL
691
Clarius Group LLC
Washington
$689K +$99.9K +679 +17%
HW
692
Hancock Whitney
Mississippi
$687K -$165K -1,122 -19%
AIC
693
Ameritas Investment Company
Nebraska
$684K – – –
PIC
694
PCJ Investment Counsel
Ontario, Canada
$677K -$1.53M -10,400 -69%
QP
695
Quilter Plc
United Kingdom
$676K -$26.2K -178 -4%
MCC
696
Malaga Cove Capital
California
$676K – – –
CG
697
Caprock Group
Idaho
$676K +$152K +1,031 +29%
SP
698
Symmetry Partners
Connecticut
$672K +$672K +4,565 New
EIG
699
Ellenbecker Investment Group
Wisconsin
$668K +$2.5K +17 +0.4%
EF
700
Empirical Finance
Pennsylvania
$668K +$166K +1,131 +33%
26 27
28
29 30