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Fidelity National Information Services
FIS

Overview Fund Activity

1,104 hedge funds and large institutions have $78.6B invested in Fidelity National Information Services in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 475 increasing their positions, 372 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,104
Holders Change
-62
Holders Change %
-5.32%
% of All Funds
19.44%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.74%
New
94
Increased
475
Reduced
372
Closed
145
Calls
$244M
Puts
$241M
Net Calls
+$2.64M
Net Calls Change
+$136M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$838M
2
Macquarie Group
Macquarie Group
Australia
+$605M
3
BlackRock
BlackRock
New York
+$558M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$309M
5
Boston Partners
Boston Partners
Massachusetts
+$273M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.04B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$601M
3
LPC
Lone Pine Capital
Connecticut
-$396M
4
Artisan Partners
Artisan Partners
Wisconsin
-$335M
5
Bessemer Group
Bessemer Group
New Jersey
-$319M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
851
Mount Yale Investment Advisors
Colorado
$296K +$296K +2,104 New
SS
852
Sunbelt Securities
Texas
$295K -$126K -893 -30%
MJP
853
Michael J. Puzo
$295K – – –
BTWM
854
Baker Tilly Wealth Management
Wisconsin
$295K +$295K +2,097 New
HR
855
Howe & Rusling
New York
$289K +$5.77K +41 +2%
CBFP
856
Cedar Brook Financial Partners
Ohio
$289K +$289K +2,056 New
CA
857
Cortland Associates
Missouri
$288K – – –
IWP
858
IAG Wealth Partners
Wisconsin
$286K -$21.8K -155 -7%
AWM
859
Apollon Wealth Management
South Carolina
$286K +$286K +2,033 New
HFG
860
Heron Financial Group
New York
$284K – – –
EW
861
Evoke Wealth
California
$280K +$213K +1,516 +319%
BAM
862
Berkshire Asset Management
Pennsylvania
$278K -$5.07K -36 -2%
WMP
863
Wealth Management Partners
Arizona
$275K +$275K +1,873 New
SAS
864
Stelac Advisory Services
New York
$271K +$103K +733 +61%
CNC
865
Citizens & Northern Corp
Pennsylvania
$270K – – –
DWP
866
Destiny Wealth Partners
Florida
$270K – – –
OC
867
Oarsman Capital
Wisconsin
$269K -$49.1K -349 -15%
AWM
868
Altium Wealth Management
New York
$268K +$20.2K +144 +8%
NC
869
Nicholas Company
Wisconsin
$267K -$197K -1,400 -42%
MCM
870
Manchester Capital Management
Vermont
$267K – – –
TCMP
871
Thrive Capital Management (Pennsylvania)
Pennsylvania
$266K +$141 +1 +0.1%
DAS
872
Dynamic Advisor Solutions
Arizona
$266K +$6.46K +46 +2%
OWA
873
Opal Wealth Advisors
New York
$265K +$17K +121 +7%
ECG
874
Edge Capital Group
Georgia
$264K -$423 -3 -0.2%
SOW
875
State of Wyoming
Wyoming
$264K +$264K +1,876 New
33 34
35
36 37