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Fidelity National Information Services

970 hedge funds and large institutions have $32.9B invested in Fidelity National Information Services in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 300 increasing their positions, 397 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $947M | Put options by funds: $586M

50% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 110

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

8% more capital invested

Capital invested by funds: $30.3B → $32.9B (+$2.56B)

5% more funds holding

Funds holding: 924970 (+46)

0.26% less ownership

Funds ownership: 92.62%92.36% (-0.26%)

24% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 397

Holders
970
Holders Change
+46
Holders Change %
+4.98%
% of All Funds
14.14%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.39%
New
165
Increased
300
Reduced
397
Closed
110
Calls
$947M
Puts
$586M
Net Calls
+$361M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
826
Vestor Capital
Illinois
$48K -$6.64K -121 -13%
OP
827
ORG Partners
Indiana
$48K +$43.8K +798 New
GWS
828
Glassman Wealth Services
Virginia
$46.9K -$1.98K -36 -4%
CA
829
Clearstead Advisors
Ohio
$46.5K -$58K -1,057 -58%
CJ
830
Caitlin John
Michigan
$46.3K +$42.3K +771 New
WAM
831
WFA Asset Management
Wisconsin
$43.6K +$110 +2 +0.3%
QC
832
Quent Capital
New York
$42.8K -$6.91K -126 -15%
FMII
833
Farmers & Merchants Investments Inc
Nebraska
$42.8K
CP
834
Castleview Partners
Texas
$40.2K +$36.7K +669 New
CCA
835
Criterion Capital Advisors
Tennessee
$39.9K +$36.5K +665 New
CWP
836
Concord Wealth Partners
Virginia
$39.9K -$63.4K -1,156 -64%
First Manhattan
837
First Manhattan
New York
$36K -$6.2K -113 -16%
SAM
838
S.A. Mason
Michigan
$36K
HBW
839
Hazlett, Burt & Watson
West Virginia
$35K +$219 +4 +0.7%
BWM
840
BKM Wealth Management
Wisconsin
$34.7K +$31.7K +578 New
MG
841
MilWealth Group
Wisconsin
$34.4K
DAM
842
Delta Asset Management
Tennessee
$31.5K +$24.7K +450 +600%
BWAM
843
Boyd Watterson Asset Management
Ohio
$30K
TF
844
Tompkins Financial
New York
$30K
EC
845
EdgeRock Capital
Colorado
$29.3K +$25.8K +471 New
BWM
846
Baystate Wealth Management
Massachusetts
$29.3K +$219 +4 +0.8%
AAP
847
Arax Advisory Partners
Colorado
$28.9K +$4.61K +84 +21%
HCP
848
Hexagon Capital Partners
Arkansas
$28.6K -$10.9K -198 -29%
AF
849
Advisornet Financial
Minnesota
$28K +$439 +8 +2%
OIAM
850
OFI Invest Asset Management
France
$26.1K -$110 -2 -0.4%

FIS Hedge Fund Activity: Q4 2023 in Review

970 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q4 2023, worth a combined $32.9B — up 8.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new FIS positions and 110 closed out — a net gain of 55 holders — while 300 added to existing stakes and 397 trimmed.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $365M. The largest seller was Wellington Management Group, cutting an estimated $491M.

  • 970 institutional investors held Fidelity National Information Services (FIS) as of Q4 2023, up from 924 in Q3 2023.
  • Funds reported $32.9B of Fidelity National Information Services stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 165 funds opened new Fidelity National Information Services positions in Q4 2023 and 110 closed out, a net change of +55 holders.
  • The largest Fidelity National Information Services buyer in Q4 2023 was ExodusPoint Capital Management, an estimated $365M added.
  • The largest Fidelity National Information Services seller in Q4 2023 was Wellington Management Group, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2023.