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Fidelity National Information Services

853 hedge funds and large institutions have $40.1B invested in Fidelity National Information Services in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 332 increasing their positions, 262 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $244M | Put options by funds: $99.7M

84% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 62

27% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 262

17% more capital invested

Capital invested by funds: $34.3B → $40.1B (+$5.83B)

7.18% more ownership

Funds ownership: 93.89%101.07% (+7.2%)

6% more funds holding in top 10

Funds holding in top 10: 3234 (+2)

5% more funds holding

Funds holding: 815853 (+38)

Holders
853
Holders Change
+38
Holders Change %
+4.66%
% of All Funds
18.53%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.74%
New
114
Increased
332
Reduced
262
Closed
62
Calls
$244M
Puts
$99.7M
Net Calls
+$144M
Net Calls Change
-$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
751
Reilly Financial Advisors
California
$43K -$1.06K -9 -3%
BWM
752
Baystate Wealth Management
Massachusetts
$42K +$117 +1 +0.3%
GRP
753
Global Retirement Partners
California
$42K +$7.05K +60 +21%
ACS
754
Archford Capital Strategies
Illinois
$41K
SFSIG
755
San Francisco Sentry Investment Group
California
$41K +$32.5K +277 +504%
CAC
756
Certified Advisory Corp
Florida
$40K +$117 +1 +0.3%
BCA
757
Berman Capital Advisors
Georgia
$40K +$1.88K +16 +5%
LWM
758
Liberty Wealth Management
California
$39K -$587 -5 -2%
MWC
759
MBM Wealth Consultants
Missouri
$38K
TFS
760
TrustCore Financial Services
Tennessee
$38K
CQS
761
Credential Qtrade Securities
$37.2K
OSAM
762
O'Shaughnessy Asset Management
Connecticut
$37K +$5.52K +47 +19%
SIM
763
Sonora Investment Management
Arizona
$33K
SLF
764
Sun Life Financial
Ontario, Canada
$32K -$33.9K -289 -53%
DWM
765
Doyle Wealth Management
Florida
$32K +$31K +264 New
GAM
766
Gemmer Asset Management
California
$31K
JWA
767
JFS Wealth Advisors
Pennsylvania
$31K
BWM
768
BerganKDV Wealth Management
Minnesota
$30K
WTC
769
WhitTier Trust Company
Nevada
$30K
SIAS
770
Shine Investment Advisory Services
Colorado
$30K +$5.75K +49 +25%
RWA
771
Redhawk Wealth Advisors
Minnesota
$29K +$27.6K +235 New
VNA
772
Valley National Advisers
Pennsylvania
$27K -$2.94K -25 -10%
TCOV
773
Trust Company of Vermont
Vermont
$27K
EWM
774
Endurance Wealth Management
Rhode Island
$26K
CHC
775
City Holding Co
West Virginia
$25K

FIS Hedge Fund Activity: Q2 2019 in Review

853 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2019, worth a combined $40.1B — up 17% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new FIS positions and 62 closed out — a net gain of 52 holders — while 332 added to existing stakes and 262 trimmed.

The largest buyer was Nuveen, adding an estimated $515M. The largest seller was T. Rowe Price Associates, cutting an estimated $416M.

  • 853 institutional investors held Fidelity National Information Services (FIS) as of Q2 2019, up from 815 in Q1 2019.
  • Funds reported $40.1B of Fidelity National Information Services stock for Q2 2019, up 17% quarter-over-quarter.
  • 114 funds opened new Fidelity National Information Services positions in Q2 2019 and 62 closed out, a net change of +52 holders.
  • The largest Fidelity National Information Services buyer in Q2 2019 was Nuveen, an estimated $515M added.
  • The largest Fidelity National Information Services seller in Q2 2019 was T. Rowe Price Associates, an estimated $416M sold.

Based on aggregated 13F filings for Q2 2019.