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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 %
JFG
726
JMG Financial Group
Illinois
$250K -$30.8K -415 -11%
MFWP
727
Mosaic Family Wealth Partners
Missouri
$249K
EFG
728
Everhart Financial Group
Ohio
$246K +$246K +3,314 New
HAG
729
HighPoint Advisor Group
Illinois
$245K +$5.52K +73 +2%
KOMWMG
730
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$245K +$245K +3,297 New
MBT
731
Montecito Bank & Trust
California
$244K -$32.8K -442 -12%
CCA
732
Checchi Capital Advisers
California
$244K +$244K +3,293 New
PJSIMP
733
P.J. Schmidt Investment Management (PJS)
Wisconsin
$243K
ACA
734
Aptus Capital Advisors
Alabama
$243K +$243K +3,270 New
FFN
735
Focus Financial Network
Minnesota
$242K -$420 -6 -0.2%
PI
736
PFG Investments
New York
$239K +$239K +3,218 New
GT
737
Greenleaf Trust
Michigan
$236K +$236K +3,185 New
FIA
738
Foundations Investment Advisors
Arizona
$233K -$872K -11,753 -79%
HNB
739
Huntington National Bank
Ohio
$233K -$22.5K -303 -9%
OA
740
Operose Advisors
Wisconsin
$232K +$24.9K +335 +12%
PVM
741
Palogic Value Management
Texas
$231K +$231K +3,117 New
SWK
742
Stephen W. Kidder
$230K +$230K +3,100 New
MWM
743
Mission Wealth Management
California
$230K +$230K +3,098 New
VWM
744
Vigilare Wealth Management
Arizona
$227K +$227K +3,062 New
OC
745
Oarsman Capital
Wisconsin
$223K -$61.3K -826 -22%
MWM
746
Modera Wealth Management
New Jersey
$223K +$223K +3,008 New
AIP
747
Almanack Investment Partners
Pennsylvania
$223K +$223K +3,008 New
DWM
748
Darwin Wealth Management
Florida
$221K +$221K +2,983 New
MCM
749
Mengis Capital Management
Oregon
$221K +$221K +2,976 New
CA
750
Continuum Advisory
Idaho
$220K -$949K -12,877 -81%