We are live on ! Find out more
FIS icon

Fidelity National Information Services

1,021 hedge funds and large institutions have $37B invested in Fidelity National Information Services in 2022 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 345 increasing their positions, 418 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $601M | Put options by funds: $304M

1.9% more ownership

Funds ownership: 90.45%92.35% (+1.9%)

8% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 140

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0% less funds holding

Funds holding: 1,0261,021 (-5)

11% less capital invested

Capital invested by funds: $41.5B → $37B (-$4.45B)

17% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 418

Holders
1,021
Holders Change
-5
Holders Change %
-0.49%
% of All Funds
16.41%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
151
Increased
345
Reduced
418
Closed
140
Calls
$601M
Puts
$304M
Net Calls
+$296M
Net Calls Change
+$85.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
826
Winch Advisory Services
Wisconsin
$102K
KFP
827
KB Financial Partners
New Jersey
$98K -$14.5K -204 -12%
CFG
828
CKW Financial Group
Hawaii
$95K +$63.9K +900 +180%
KA
829
Kozak & Associates
Colorado
$92K
BWP
830
Baldwin Wealth Partners
Massachusetts
$91.6K +$39.1K +550 +69%
AF
831
Allworth Financial
California
$89.3K +$24.7K +347 +36%
KFI
832
Key Financial Inc
Pennsylvania
$87.8K
HT
833
Headlands Technologies
Illinois
$85K +$88.9K +1,252 New
ZIG
834
Zullo Investment Group
Pennsylvania
$84.3K -$3.06K -43 -3%
DMBA
835
Deseret Mutual Benefit Administrators
Utah
$83K -$47.4K -667 -35%
APC
836
Aspire Private Capital
North Carolina
$80.9K -$142 -2 -0.2%
GTAM
837
Global Trust Asset Management
Florida
$77K
CT
838
Colonial Trust
South Carolina
$74.4K +$77.9K +1,096 New
WT
839
Whittier Trust
California
$72.9K -$18.1K -255 -19%
BFEC
840
Benjamin F. Edwards & Company
Missouri
$72K -$38.8K -546 -34%
GEA
841
Glen Eagle Advisors
New Jersey
$68.6K -$6.54K -92 -8%
HS
842
Horan Securities
United States
$66.8K +$1.35K +19 +2%
PWMG
843
Prestige Wealth Management Group
New Jersey
$65.6K -$5.04K -71 -7%
GBT
844
Grove Bank & Trust
Florida
$65K +$68K +957 New
CS
845
Comerica Securities
Michigan
$62.7K +$65.6K +924 New
TFS
846
TrustCore Financial Services
Tennessee
$60.9K +$19.2K +270 +43%
CIR
847
Clear Investment Research
Georgia
$59K
CWP
848
Concord Wealth Partners
Virginia
$59K +$61.7K +869 New
SWM
849
Spire Wealth Management
Virginia
$58K -$15.4K -217 -20%
PTC
850
Private Trust Company
Ohio
$57K +$9.88K +139 +20%

FIS Hedge Fund Activity: Q4 2022 in Review

1,021 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q4 2022, worth a combined $37B — down 11% from $41.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new FIS positions and 140 closed out — a net gain of 11 holders — while 345 added to existing stakes and 418 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $1.16B. The largest seller was Janus Henderson Group, cutting an estimated $677M.

  • 1,021 institutional investors held Fidelity National Information Services (FIS) as of Q4 2022, down from 1,026 in Q3 2022.
  • Funds reported $37B of Fidelity National Information Services stock for Q4 2022, down 11% quarter-over-quarter.
  • 151 funds opened new Fidelity National Information Services positions in Q4 2022 and 140 closed out, a net change of +11 holders.
  • The largest Fidelity National Information Services buyer in Q4 2022 was Dodge & Cox, an estimated $1.16B added.
  • The largest Fidelity National Information Services seller in Q4 2022 was Janus Henderson Group, an estimated $677M sold.

Based on aggregated 13F filings for Q4 2022.