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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
ZB
851
Zions Bancorporation
Utah
$23.4K -$2.63K -48 -11%
JWA
852
JFS Wealth Advisors
Pennsylvania
$22.2K -$1.21K -22 -6%
SS
853
Sunbelt Securities
Texas
$21.6K -$16.9K -308 -46%
TFIPS
854
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.4K +$18.7K +340 New
RFA
855
Resurgent Financial Advisors
Georgia
$20.3K +$18.5K +338 New
HIA
856
Harbor Investment Advisory
Maryland
$20.2K -$9.82K -179 -35%
SIS
857
Sound Income Strategies
Florida
$20K -$3.51K -64 -16%
SWM
858
Sugarloaf Wealth Management
Georgia
$19.5K -$36.3K -661 -67%
UB
859
UMB Bank
Missouri
$19K -$60.2K -1,098 -78%
SAM
860
Smartleaf Asset Management
Massachusetts
$18.5K +$17.1K +311 New
MCM
861
MV Capital Management
Maryland
$18.4K -$8.83K -161 -34%
OIA
862
Optimum Investment Advisors
Illinois
$18K -$11K -200 -40%
VNA
863
Valley National Advisers
Pennsylvania
$18K +$1.32K +24 +9%
CAL
864
Capital Analysts LLC
Pennsylvania
$18K +$2.14K +39 +15%
VCM
865
Versant Capital Management
Arizona
$16K -$878 -16 -6%
QL
866
Quarry LP
New York
$15.3K -$11.5K -210 -45%
BHWM
867
Beaird Harris Wealth Management
Texas
$14.5K +$13.3K +242 New
RMC
868
Resources Management Corp
Connecticut
$14K
DSC
869
Duncker Streett & Co
Missouri
$13.9K
SAG
870
Spotlight Asset Group
Illinois
$13.5K
DCP
871
Distillate Capital Partners
Illinois
$13K
MHR
872
Matthew Hamilton Rosenberg
$12.5K +$7.52K +137 +193%
IGWM
873
ICA Group Wealth Management
Colorado
$12.3K +$11.2K +204 New
GCM
874
Gables Capital Management
Florida
$12.3K +$11.2K +204 New
FFL
875
Financial Freedom LLC
Ohio
$12.1K +$110 +2 +1%

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.