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Fidelity National Information Services

970 hedge funds and large institutions have $32.9B invested in Fidelity National Information Services in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 300 increasing their positions, 397 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $947M | Put options by funds: $586M

50% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 110

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

8% more capital invested

Capital invested by funds: $30.3B → $32.9B (+$2.56B)

5% more funds holding

Funds holding: 924970 (+46)

0.26% less ownership

Funds ownership: 92.62%92.36% (-0.26%)

24% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 397

Holders
970
Holders Change
+46
Holders Change %
+4.98%
% of All Funds
14.14%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.39%
New
165
Increased
300
Reduced
397
Closed
110
Calls
$947M
Puts
$586M
Net Calls
+$361M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
701
Capital Investment Advisory Services
North Carolina
$264K +$241K +4,387 New
TFA
702
Tranquilli Financial Advisor
New Jersey
$260K -$6.47K -118 -3%
BFM
703
Boothbay Fund Management
New York
$258K +$235K +4,289 New
ClearBridge Investments
704
ClearBridge Investments
New York
$258K -$19K -347 -7%
SIG
705
Sky Investment Group
Connecticut
$257K -$102K -1,860 -30%
IAS
706
Insigneo Advisory Services
Florida
$255K +$9.82K +179 +4%
TPWM
707
Twelve Points Wealth Management
Massachusetts
$252K -$13.9K -253 -6%
GA
708
Geller Advisors
New York
$252K +$230K +4,198 New
GAM
709
Gotham Asset Management
New York
$252K -$173K -3,147 -43%
TCA
710
Transcend Capital Advisors
New Jersey
$248K -$39K -710 -15%
LCWP
711
Legacy Capital Wealth Partners
Arkansas
$247K -$100K -1,828 -31%
BC
712
Bartlett & Co
Ohio
$247K -$208K -3,794 -48%
BCWM
713
Bartlett & Co Wealth Management
Ohio
$247K -$208K -3,794 -48%
CAM
714
Cidel Asset Management
Ontario, Canada
$245K +$224K +4,074 New
GWM
715
Gray Wealth Management
Maine
$243K
LNC
716
Lincoln National Corp
Pennsylvania
$243K +$222K +4,041 New
TH
717
TCTC Holdings
Texas
$242K +$23.3K +425 +12%
SP
718
Symmetry Partners
Connecticut
$241K +$217K +3,964 New
HW
719
Hancock Whitney
Mississippi
$241K +$16.5K +301 +8%
GF
720
Gabelli Funds
New York
$240K
CI
721
CX Institutional
Indiana
$239K -$26.9K -490 -11%
PWM
722
Perigon Wealth Management
California
$238K -$12.6K -229 -5%
WI
723
Wintrust Investments
Illinois
$236K +$215K +3,926 New
PM
724
Penbrook Management
New York
$236K
FMLI
725
Fukoku Mutual Life Insurance
Japan
$234K

FIS Hedge Fund Activity: Q4 2023 in Review

970 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q4 2023, worth a combined $32.9B — up 8.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new FIS positions and 110 closed out — a net gain of 55 holders — while 300 added to existing stakes and 397 trimmed.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $365M. The largest seller was Wellington Management Group, cutting an estimated $491M.

  • 970 institutional investors held Fidelity National Information Services (FIS) as of Q4 2023, up from 924 in Q3 2023.
  • Funds reported $32.9B of Fidelity National Information Services stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 165 funds opened new Fidelity National Information Services positions in Q4 2023 and 110 closed out, a net change of +55 holders.
  • The largest Fidelity National Information Services buyer in Q4 2023 was ExodusPoint Capital Management, an estimated $365M added.
  • The largest Fidelity National Information Services seller in Q4 2023 was Wellington Management Group, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2023.