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Fidelity National Information Services

1,017 hedge funds and large institutions have $39.5B invested in Fidelity National Information Services in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 330 increasing their positions, 415 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $265M | Put options by funds: $132M

62% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 74

3% more funds holding

Funds holding: 9871,017 (+30)

1.67% more ownership

Funds ownership: 92.54%94.21% (+1.7%)

0% less capital invested

Capital invested by funds: $39.5B → $39.5B (-$11.9M)

14% less funds holding in top 10

Funds holding in top 10: 2925 (-4)

20% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 415

Holders
1,017
Holders Change
+30
Holders Change %
+3.04%
% of All Funds
14.69%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.36%
New
120
Increased
330
Reduced
415
Closed
74
Calls
$265M
Puts
$132M
Net Calls
+$133M
Net Calls Change
-$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
676
CIM Investment Management
Pennsylvania
$348K -$1.93K -26 -0.6%
GJWM
677
Gilliland Jeter Wealth Management
Arkansas
$345K +$666 +9 +0.2%
RRCM
678
Rappaport Reiches Capital Management
Illinois
$343K +$1.55K +21 +0.5%
EIG
679
Ellenbecker Investment Group
Wisconsin
$343K +$962 +13 +0.3%
TLFA
680
True Link Financial Advisors
California
$340K
EH
681
Equitable Holdings
New York
$340K +$1.85K +25 +0.6%
STA
682
Summit Trail Advisors
New York
$338K +$63.8K +862 +24%
FG
683
Foster Group
Iowa
$329K +$3.04K +41 +0.9%
IAS
684
Insigneo Advisory Services
Florida
$329K +$50.1K +677 +18%
CHAM
685
Clear Harbor Asset Management
Connecticut
$327K -$38.9K -526 -11%
ClearBridge Investments
686
ClearBridge Investments
New York
$323K
WI
687
Wintrust Investments
Illinois
$323K
CI
688
CX Institutional
Indiana
$320K -$1.55K -21 -0.5%
AFA
689
Atlas Financial Advisors
California
$320K -$49.3K -666 -14%
WANY
690
Wealthspire Advisors (New York)
New York
$320K -$18.5K -250 -6%
PCIA
691
Prime Capital Investment Advisors
Kansas
$319K -$16.7K -225 -5%
GVAG
692
Great Valley Advisor Group
Delaware
$319K -$15.6K -211 -5%
GSEP
693
Golden State Equity Partners
California
$317K +$312K +4,208 New
PWP
694
Precedent Wealth Partners
Texas
$316K -$108K -1,456 -26%
MC
695
Middleton & Co
Massachusetts
$312K -$580K -7,836 -65%
YDMI
696
Y.D. More Investments
Israel
$311K +$1.04K +14 +0.3%
PM
697
Penbrook Management
New York
$311K
TPWM
698
Twelve Points Wealth Management
Massachusetts
$310K
MWC
699
MBM Wealth Consultants
Missouri
$309K -$2.22K -30 -0.7%
CW
700
CreativeOne Wealth
Kansas
$308K +$303K +4,090 New

FIS Hedge Fund Activity: Q2 2024 in Review

1,017 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2024, worth a combined $39.5B — down 0.03% from $39.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new FIS positions and 74 closed out — a net gain of 46 holders — while 330 added to existing stakes and 415 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.09B. The largest seller was Capital International Investors, cutting an estimated $470M.

  • 1,017 institutional investors held Fidelity National Information Services (FIS) as of Q2 2024, up from 987 in Q1 2024.
  • Funds reported $39.5B of Fidelity National Information Services stock for Q2 2024, down 0.03% quarter-over-quarter.
  • 120 funds opened new Fidelity National Information Services positions in Q2 2024 and 74 closed out, a net change of +46 holders.
  • The largest Fidelity National Information Services buyer in Q2 2024 was Capital Research Global Investors, an estimated $1.09B added.
  • The largest Fidelity National Information Services seller in Q2 2024 was Capital International Investors, an estimated $470M sold.

Based on aggregated 13F filings for Q2 2024.