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Fidelity National Information Services

853 hedge funds and large institutions have $40.1B invested in Fidelity National Information Services in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 332 increasing their positions, 262 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $244M | Put options by funds: $99.7M

84% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 62

27% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 262

17% more capital invested

Capital invested by funds: $34.3B → $40.1B (+$5.83B)

7.18% more ownership

Funds ownership: 93.89%101.07% (+7.2%)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

5% more funds holding

Funds holding: 815853 (+38)

Holders
853
Holders Change
+38
Holders Change %
+4.66%
% of All Funds
18.53%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
114
Increased
332
Reduced
262
Closed
62
Calls
$244M
Puts
$99.7M
Net Calls
+$144M
Net Calls Change
-$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ETI
701
Enterprise Trust & Investment
California
$184K +$176K +1,500 New
TFA
702
Transamerica Financial Advisors
Florida
$183K +$175K +1,486 New
1IA
703
1834 Investment Advisors
Wisconsin
$179K +$5.87K +50 +4%
RA
704
Rational Advisors
New York
$179K +$111K +946 +185%
Carson Wealth (CWM LLC)
705
Carson Wealth (CWM LLC)
Nebraska
$175K
APC
706
Aspire Private Capital
North Carolina
$174K
ARMT
707
Amica Retiree Medical Trust
Rhode Island
$169K -$20.7K -176 -11%
MWC
708
MKD Wealth Coaches
Michigan
$141K +$101K +860 +75%
SPIA
709
Steward Partners Investment Advisory
New York
$136K +$130K +1,110 New
FWM
710
Focused Wealth Management
New York
$135K +$129K +1,100 New
CBT
711
Capital Bank & Trust
California
$132K
DWA
712
Dougherty Wealth Advisers
Minnesota
$127K
LC
713
Lindbrook Capital
California
$123K -$2.35K -20 -2%
APW
714
Acima Private Wealth
Virginia
$123K
BCI
715
Brinker Capital Investments
Pennsylvania
$123K
GLI
716
Guardian Life Insurance
New York
$114K
MFT
717
Moisand Fitzgerald Tamayo
Florida
$113K
SCA
718
Stonebridge Capital Advisors
Minnesota
$111K +$106K +905 New
RCAG
719
Rehmann Capital Advisory Group
Michigan
$109K +$9.51K +81 +10%
AssetMark Inc
720
AssetMark Inc
California
$108K +$2.35K +20 +2%
HCM
721
Hilton Capital Management
New York
$105K +$4.7K +40 +5%
GSWM
722
Golden State Wealth Management
California
$101K -$117 -1 -0.1%
AF
723
Advisornet Financial
Minnesota
$100K +$10.8K +92 +13%
AF
724
Allworth Financial
California
$99K
BFEC
725
Benjamin F. Edwards & Company
Missouri
$99K +$1.06K +9 +1%

FIS Hedge Fund Activity: Q2 2019 in Review

853 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2019, worth a combined $40.1B — up 17% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new FIS positions and 62 closed out — a net gain of 52 holders — while 332 added to existing stakes and 262 trimmed.

The largest buyer was Nuveen, adding an estimated $515M. The largest seller was T. Rowe Price Associates, cutting an estimated $416M.

  • 853 institutional investors held Fidelity National Information Services (FIS) as of Q2 2019, up from 815 in Q1 2019.
  • Funds reported $40.1B of Fidelity National Information Services stock for Q2 2019, up 17% quarter-over-quarter.
  • 114 funds opened new Fidelity National Information Services positions in Q2 2019 and 62 closed out, a net change of +52 holders.
  • The largest Fidelity National Information Services buyer in Q2 2019 was Nuveen, an estimated $515M added.
  • The largest Fidelity National Information Services seller in Q2 2019 was T. Rowe Price Associates, an estimated $416M sold.

Based on aggregated 13F filings for Q2 2019.