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Fidelity National Information Services

951 hedge funds and large institutions have $29.7B invested in Fidelity National Information Services in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 396 increasing their positions, 334 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $387M | Put options by funds: $248M

19% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 334

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

0.42% less ownership

Funds ownership: 92.35%91.93% (-0.42%)

7% less funds holding

Funds holding: 1,021951 (-70)

20% less capital invested

Capital invested by funds: $37B → $29.7B (-$7.27B)

33% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 165

Holders
951
Holders Change
-70
Holders Change %
-6.86%
% of All Funds
15.16%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
110
Increased
396
Reduced
334
Closed
165
Calls
$387M
Puts
$248M
Net Calls
+$138M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
751
Horizon Investments
North Carolina
$189K +$32.7K +502 +17%
HT
752
Headlands Technologies
Illinois
$185K +$140K +2,158 +172%
CA
753
Clearstead Advisors
Ohio
$180K -$32.2K -495 -13%
PCM
754
Penserra Capital Management
California
$171K
HNB
755
Huntington National Bank
Ohio
$167K -$19.1K -294 -9%
GTAM
756
Global Trust Asset Management
Florida
$166K +$125K +1,926 +170%
EI
757
Ellevest Inc
New York
$164K -$8.72K -134 -4%
TAIM
758
Te Ahumairangi Investment Management
New Zealand
$163K -$509K -7,820 -72%
ECG
759
Edge Capital Group
Georgia
$162K -$2.02K -31 -1%
OA
760
Operose Advisors
Wisconsin
$151K +$23.6K +362 +15%
CCM
761
Copeland Capital Management
Pennsylvania
$150K -$719K -11,041 -80%
HCA
762
Heck Capital Advisors
Wisconsin
$150K +$6.51K +100 +4%
PTC
763
Private Trust Company
Ohio
$135K +$107K +1,641 +195%
QCG
764
Quadrant Capital Group
Ohio
$131K -$41.1K -631 -21%
EWA
765
EverSource Wealth Advisors
Alabama
$130K -$2.28K -35 -1%
SWM
766
Sugarloaf Wealth Management
Georgia
$130K +$22.7K +349 +17%
BAM
767
Belpointe Asset Management
Nevada
$126K -$27.8K -427 -16%
LFASL
768
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
DFCM
769
Dark Forest Capital Management
Puerto Rico
$118K +$142K +2,176 New
SWM
770
Spire Wealth Management
Virginia
$115K +$81.5K +1,252 +146%
MCM
771
Manchester Capital Management
Vermont
$110K +$4.75K +73 +4%
CB
772
Community Bank
New York
$109K
Bank Julius Baer & Co
773
Bank Julius Baer & Co
Switzerland
$108K +$83.9K +1,289 +185%
BEI
774
Benjamin Edwards Inc
Missouri
$107K +$3.84K +59 +3%
PVH
775
Psagot Value Holdings
Israel
$103K -$599K -9,200 -82%

FIS Hedge Fund Activity: Q1 2023 in Review

951 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q1 2023, worth a combined $29.7B — down 20% from $37B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of FIS and 110 opened new positions — a net loss of 55 holders — while 334 trimmed existing stakes and 396 added.

The largest buyer was Citadel Advisors, adding an estimated $320M. The largest seller was Wellington Management Group, cutting an estimated $1.02B.

  • 951 institutional investors held Fidelity National Information Services (FIS) as of Q1 2023, down from 1,021 in Q4 2022.
  • Funds reported $29.7B of Fidelity National Information Services stock for Q1 2023, down 20% quarter-over-quarter.
  • 110 funds opened new Fidelity National Information Services positions in Q1 2023 and 165 closed out, a net change of -55 holders.
  • The largest Fidelity National Information Services buyer in Q1 2023 was Citadel Advisors, an estimated $320M added.
  • The largest Fidelity National Information Services seller in Q1 2023 was Wellington Management Group, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2023.