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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
GGI
726
Godsey & Gibb Inc
Virginia
$233K
FG
727
Foster Group
Iowa
$232K
OC
728
Oarsman Capital
Wisconsin
$231K +$211K +3,838 New
CG
729
CFO4Life Group
Texas
$229K +$209K +3,809 New
JFG
730
JMG Financial Group
Illinois
$227K +$208K +3,783 New
MCM
731
MAI Capital Management
Ohio
$226K -$34.7K -632 -14%
GVAG
732
Great Valley Advisor Group
Delaware
$226K +$55 +1 +0%
NA
733
Navellier & Associates
Nevada
$226K +$713 +13 +0.3%
IA
734
IFP Advisors
Florida
$226K +$49K +893 +31%
HAG
735
HighPoint Advisor Group
Illinois
$225K +$174K +3,167 New
MBT
736
Montecito Bank & Trust
California
$224K +$205K +3,735 New
BWM
737
Baron Wealth Management
Michigan
$224K +$204K +3,725 New
ST
738
Smithfield Trust
Pennsylvania
$222K
MSWM
739
McGlone Suttner Wealth Management
Wisconsin
$219K +$384 +7 +0.2%
BTI
740
Blue Trust Inc
Georgia
$218K +$15.1K +275 +8%
V
741
ViaWealth
Kansas
$217K
RT
742
Rockland Trust
Massachusetts
$216K -$6.91K -126 -3%
PP
743
Paloma Partners
Connecticut
$215K +$196K +3,575 New
P
744
&Partners
Tennessee
$214K +$196K +3,568 New
CI
745
Conning Inc
Connecticut
$214K +$195K +3,560 New
JIP
746
Jaffetilchin Investment Partners
Florida
$213K -$437K -7,966 -69%
SIMG
747
Sonora Investment Management Group
Arizona
$212K -$15.7K -287 -8%
A
748
AJOVista
Massachusetts
$209K +$191K +3,487 New
LNWWM
749
Laird Norton Wetherby Wealth Management
California
$209K -$147K -2,683 -44%
BPA
750
Beacon Pointe Advisors
California
$208K -$324K -5,910 -63%

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.