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Fidelity National Information Services

951 hedge funds and large institutions have $29.7B invested in Fidelity National Information Services in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 396 increasing their positions, 334 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $387M | Put options by funds: $248M

19% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 334

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

0.42% less ownership

Funds ownership: 92.35%91.93% (-0.42%)

7% less funds holding

Funds holding: 1,021951 (-70)

20% less capital invested

Capital invested by funds: $37B → $29.7B (-$7.27B)

33% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 165

Holders
951
Holders Change
-70
Holders Change %
-6.86%
% of All Funds
15.16%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
110
Increased
396
Reduced
334
Closed
165
Calls
$387M
Puts
$248M
Net Calls
+$138M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
676
AR Asset Management
California
$291K
PMA
677
Prudent Man Advisors
Illinois
$288K +$21.9K +336 +7%
CDH
678
Charles D. Hyman
$284K +$1.69K +26 +0.5%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$284K -$155K -2,387 -31%
AG
680
AIA Group
Hong Kong
$282K -$26.6K -408 -7%
FFM
681
Forum Financial Management
Illinois
$281K -$114K -1,757 -25%
LWAM
682
Legacy Wealth Asset Management
Minnesota
$279K +$23.2K +356 +7%
NP
683
Nilsine Partners
Colorado
$279K +$334K +5,128 New
LA
684
LVW Advisors
New York
$277K -$193K -2,964 -37%
HCMT
685
Highland Capital Management (Tennessee)
Tennessee
$276K -$44.7K -687 -12%
NP
686
NorthRock Partners
Minnesota
$276K -$23.2K -357 -7%
CCM
687
Coldstream Capital Management
Washington
$274K -$108K -1,662 -25%
KIC
688
Kensington Investment Counsel
California
$272K -$44.8K -688 -12%
WS
689
Wedbush Securities
California
$271K +$10.9K +167 +3%
STA
690
Summit Trail Advisors
New York
$271K +$97.4K +1,497 +43%
PTC
691
Petrus Trust Company
Texas
$269K -$28.2M -432,551 -99%
GCM
692
Gallacher Capital Management
Colorado
$268K +$102K +1,561 +46%
PGH
693
Partners Group Holding
Switzerland
$267K
FNBT
694
FineMark National Bank & Trust
Florida
$263K -$26.5K -407 -8%
DWT
695
Dorsey & Whitney Trust
South Dakota
$262K +$96.5K +1,482 +44%
IFG
696
Independent Financial Group
California
$261K +$12.4K +191 +4%
SHWM
697
Silicon Hills Wealth Management
Texas
$261K
CFG
698
Citizens Financial Group
Rhode Island
$261K -$2.73K -42 -0.9%
AWM
699
Apollon Wealth Management
South Carolina
$260K -$186K -2,856 -37%
AM
700
AGF Management
Ontario, Canada
$259K -$2.91M -44,774 -90%

FIS Hedge Fund Activity: Q1 2023 in Review

951 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q1 2023, worth a combined $29.7B — down 20% from $37B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of FIS and 110 opened new positions — a net loss of 55 holders — while 334 trimmed existing stakes and 396 added.

The largest buyer was Citadel Advisors, adding an estimated $320M. The largest seller was Wellington Management Group, cutting an estimated $1.02B.

  • 951 institutional investors held Fidelity National Information Services (FIS) as of Q1 2023, down from 1,021 in Q4 2022.
  • Funds reported $29.7B of Fidelity National Information Services stock for Q1 2023, down 20% quarter-over-quarter.
  • 110 funds opened new Fidelity National Information Services positions in Q1 2023 and 165 closed out, a net change of -55 holders.
  • The largest Fidelity National Information Services buyer in Q1 2023 was Citadel Advisors, an estimated $320M added.
  • The largest Fidelity National Information Services seller in Q1 2023 was Wellington Management Group, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2023.