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Fidelity National Information Services
FIS

Overview Fund Activity

1,041 hedge funds and large institutions have $42.4B invested in Fidelity National Information Services in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 340 increasing their positions, 427 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
+30
Holders Change %
+2.97%
% of All Funds
15.06%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.33%
New
127
Increased
340
Reduced
427
Closed
87
Calls
$249M
Puts
$184M
Net Calls
+$65.4M
Net Calls Change
-$67.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$430M
2
RJA
Raymond James & Associates
Florida
+$281M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$80.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$71.5M
5
Boston Partners
Boston Partners
Massachusetts
+$70.4M

Top Sellers

1
BlackRock
BlackRock
New York
-$286M
2
BG
Baupost Group
Massachusetts
-$213M
3
JPM
JANA Partners Management
New York
-$130M
4
MMA
Mizuho Markets Americas
New York
-$101M
5
SCA
Southpoint Capital Advisors
New York
-$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
726
ViaWealth
Kansas
$303K – – –
CFFP
727
Center for Financial Planning
Michigan
$303K +$291K +3,471 +2,377%
AWAP
728
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$302K -$13.1K -157 -4%
WA
729
WBH Advisory
Maryland
$301K +$168 +2 +0.1%
IAN
730
Integrated Advisors Network
Texas
$298K -$152K -1,816 -34%
GT
731
Greenleaf Trust
Michigan
$297K -$6.53K -78 -2%
CI
732
Conning Inc
Connecticut
$296K -$9.05K -108 -3%
HCM
733
Howard Capital Management
Georgia
$295K +$295K +3,524 New
SPWG
734
Sage Private Wealth Group
Illinois
$295K +$295K +3,516 New
VFPW
735
Vantage Financial Partners (Wisconsin)
Wisconsin
$293K +$9.38K +112 +3%
MBT
736
Montecito Bank & Trust
California
$292K +$63.2K +755 +28%
GA
737
Geller Advisors
New York
$290K -$36.7K -438 -11%
FFN
738
Focus Financial Network
Minnesota
$289K – – –
C
739
Covestor
United Kingdom
$287K -$22.6K -270 -7%
FFA
740
Farther Finance Advisors
California
$285K +$21.3K +254 +8%
FRA
741
Frank Rimerman Advisors
California
$284K -$11.8K -141 -4%
PI
742
PFG Investments
New York
$284K -$7.12K -85 -2%
SVWAG
743
Sound View Wealth Advisors Group
Georgia
$283K +$58.9K +703 +26%
YDMI
744
Y.D. More Investments
Israel
$283K -$63K -752 -18%
JFG
745
JMG Financial Group
Illinois
$282K – – –
CA
746
Continuum Advisory
Idaho
$281K +$12.5K +141 +5%
AIP
747
Almanack Investment Partners
Pennsylvania
$280K – – –
IFWM
748
Institute for Wealth Management
Colorado
$279K -$27.7K -331 -9%
KOMWMG
749
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$276K -$168 -2 -0.1%
CWP
750
Cyndeo Wealth Partners
Florida
$276K +$276K +3,290 New
28 29
30
31 32