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Fidelity National Information Services

981 hedge funds and large institutions have $39.4B invested in Fidelity National Information Services in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 357 increasing their positions, 354 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+16
Holders Change %
+1.66%
% of All Funds
14.22%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
134
Increased
357
Reduced
354
Closed
107
Calls
$346M
Puts
$179M
Net Calls
+$167M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
701
Delap Wealth Advisory
Oregon
$285K +$285K +3,841 New
IAS
702
Insigneo Advisory Services
Florida
$285K -$30.3K -409 -10%
TCA
703
Transcend Capital Advisors
New Jersey
$282K -$23.4K -316 -8%
WA
704
WBH Advisory
Maryland
$281K +$281K +3,793 New
AWAP
705
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K -$504K -6,788 -64%
VFPW
706
Vantage Financial Partners (Wisconsin)
Wisconsin
$280K +$31.1K +419 +13%
SPIS
707
Steward Partners Investment Solutions
Oregon
$279K +$279K +3,757 New
SRL
708
Scientech Research LLC
New Jersey
$276K +$276K +3,716 New
ST
709
Smithfield Trust
Pennsylvania
$274K
IFWM
710
Institute for Wealth Management
Colorado
$272K +$272K +3,663 New
MSWM
711
McGlone Suttner Wealth Management
Wisconsin
$270K +$223 +3 +0.1%
FB
712
Fulton Bank
Pennsylvania
$270K +$270K +3,642 New
STA
713
Summit Trail Advisors
New York
$269K +$269K +3,622 New
V
714
ViaWealth
Kansas
$269K
RT
715
Rockland Trust
Massachusetts
$267K
SI
716
Seeds Investor
New York
$266K +$266K +3,584 New
CGL
717
Clarius Group LLC
Washington
$265K -$80K -1,078 -23%
PWM
718
Perigon Wealth Management
California
$264K -$29.5K -398 -10%
CI
719
Conning Inc
Connecticut
$264K
BPA
720
Beacon Pointe Advisors
California
$264K +$6.45K +87 +3%
MWM
721
MBE Wealth Management
Wisconsin
$260K +$260K +3,508 New
A
722
AJOVista
Massachusetts
$259K
SW
723
SlateStone Wealth
Florida
$251K +$251K +3,388 New
FBC
724
Fairfield, Bush & Co
Connecticut
$250K
BCWM
725
Bartlett & Co Wealth Management
Ohio
$250K -$51.2K -690 -17%