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Fidelity National Information Services
FIS

Overview Fund Activity

1,079 hedge funds and large institutions have $50.5B invested in Fidelity National Information Services in 2022 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 452 increasing their positions, 358 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
18.24%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.47%
New
119
Increased
452
Reduced
358
Closed
122
Calls
$876M
Puts
$221M
Net Calls
+$655M
Net Calls Change
-$208M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$572M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$317M
3
Morgan Stanley
Morgan Stanley
New York
+$244M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$168M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$157M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$716M
2
BlackRock
BlackRock
New York
-$194M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$165M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
826
Madison Asset Management
Wisconsin
$232K +$232K +2,535 New
AAM
827
Advisors Asset Management
Colorado
$231K -$94.3K -1,030 -29%
EFG
828
Everhart Financial Group
Ohio
$230K +$230K +2,511 New
DWA
829
Douglass Winthrop Advisors
New York
$229K -$9.16K -100 -4%
SWM
830
SeaCrest Wealth Management
New York
$225K +$366 +4 +0.2%
WP
831
WMS Partners
Maryland
$225K +$225K +2,452 New
CAM
832
Connacht Asset Management
New York
$224K -$306K -3,339 -58%
BAM
833
Belpointe Asset Management
Nevada
$223K +$37.7K +412 +20%
CBFP
834
Cedar Brook Financial Partners
Ohio
$221K -$13.1K -143 -6%
CLOS
835
Compagnie Lombard Odier SCmA
Switzerland
$220K +$220K +2,400 New
TFA
836
Tranquilli Financial Advisor
New Jersey
$219K +$24.2K +264 +12%
AFG
837
Allegheny Financial Group
Pennsylvania
$217K – – –
S
838
SimplyRich
California
$216K – – –
GL
839
Graypoint LLC
New York
$216K +$216K +2,356 New
PMG
840
ProVise Management Group
Florida
$213K -$1.83M -19,958 -90%
WP
841
WealthSource Partners
California
$213K -$20.7K -226 -9%
PCS
842
Personal CFO Solutions
New Jersey
$212K -$41.3K -451 -16%
SACTSONJ
843
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$211K – – –
NA
844
Navellier & Associates
Nevada
$211K +$641 +7 +0.3%
CFA
845
CWS Financial Advisors
Michigan
$210K +$1.74K +19 +0.8%
CWAG
846
Compton Wealth Advisory Group
Virginia
$209K -$61.2K -669 -23%
WTB
847
Washington Trust Bank
Washington
$209K -$8.5K -93 -4%
CIS
848
Continental Investors Services
Washington
$209K +$549 +6 +0.3%
HPWM
849
Highland Private Wealth Management
Washington
$208K +$208K +2,273 New
LFASL
850
Lugano Financial Advisors SA (LFA)
Switzerland
$207K – – –
32 33
34
35 36