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Fidelity National Information Services
FIS

924 hedge funds and large institutions have $30.3B invested in Fidelity National Information Services in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 364 increasing their positions, 331 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $406M | Put options by funds: $351M

2.13% more ownership

Funds ownership: 90.49% → 92.62% (+2.1%)

10% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 331

4% more capital invested

Capital invested by funds: $29.3B → $30.3B (+$1.03B)

9% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 108

3% less funds holding

Funds holding: 948 → 924 (-24)

19% less funds holding in top 10

Funds holding in top 10: 26 → 21 (-5)

Holders
924
Holders Change
-24
Holders Change %
-2.53%
% of All Funds
14.66%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
98
Increased
364
Reduced
331
Closed
108
Calls
$406M
Puts
$351M
Net Calls
+$55.3M
Net Calls Change
-$123M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$512M
2
LP
Longview Partners
Guernsey
+$497M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$457M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$374M
5
SCA
Southpoint Capital Advisors
New York
+$219M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$285M
2
Citadel Advisors
Citadel Advisors
Florida
-$252M
3
Nomura Holdings
Nomura Holdings
Japan
-$213M
4
Renaissance Technologies
Renaissance Technologies
New York
-$146M
5
SCM
Steadfast Capital Management
New York
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
876
Macroview Investment Management
Maryland
$4.59K +$4.78K +83 New
OC
877
Oakworth Capital
Alabama
$4.53K – – –
BCMLT
878
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.43K – – –
BAAM
879
Baker Avenue Asset Management
California
$4.37K +$230 +4 +5%
DAM
880
Delta Asset Management
Tennessee
$4.14K – – –
MHR
881
Matthew Hamilton Rosenberg
$3.92K -$4.55K -79 -53%
PCTC
882
Perkins Coie Trust Company
Washington
$3.87K +$288 +5 +8%
PWMG
883
Provence Wealth Management Group
California
$3.81K +$3.97K +69 New
HI
884
Hoey Investments
Pennsylvania
$3.15K – – –
TAM
885
Tucker Asset Management
Colorado
$3.15K +$3.22K +56 +5,600%
CA
886
Centerpoint Advisors
Massachusetts
$3K – – –
AIC
887
Archer Investment Corporation
Indiana
$2.98K – – –
CCM
888
Copeland Capital Management
Pennsylvania
$2.98K – – –
ETC
889
Exchange Traded Concepts
Oklahoma
$2.87K +$1.44K +25 +93%
FCAS
890
First Command Advisory Services
Texas
$2.82K +$2.94K +51 New
LB
891
Legacy Bridge
Iowa
$2.76K – – –
ME
892
McIlrath & Eck
Washington
$2.76K – – –
MWA
893
Miller Wealth Advisors
Colorado
$2.76K – – –
Jones Financial Companies
894
Jones Financial Companies
Missouri
$2.76K +$1.44K +25 +100%
EBA
895
Eagle Bay Advisors
New York
$2.73K +$2.88K +50 New
PB
896
Pinnacle Bancorp
Nebraska
$2.32K – – –
IAS
897
IMA Advisory Services
Colorado
$2.27K – – –
HWA
898
HHM Wealth Advisors
Tennessee
$2.27K +$2.36K +41 New
CTA
899
Colonial Trust Advisors
South Carolina
$2.27K +$173 +3 +8%
TFA
900
Toth Financial Advisory
Virginia
$2.21K +$2.3K +40 New
34 35
36
37 38

FIS Hedge Fund Activity: Q3 2023 in Review

924 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q3 2023, worth a combined $30.3B — up 3.5% from $29.3B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of FIS and 98 opened new positions — a net loss of 10 holders — while 331 trimmed existing stakes and 364 added.

The largest buyer was Dodge & Cox, adding an estimated $512M. The largest seller was T. Rowe Price Associates, cutting an estimated $285M.

  • 924 institutional investors held Fidelity National Information Services (FIS) as of Q3 2023, down from 948 in Q2 2023.
  • Funds reported $30.3B of Fidelity National Information Services stock for Q3 2023, up 3.5% quarter-over-quarter.
  • 98 funds opened new Fidelity National Information Services positions in Q3 2023 and 108 closed out, a net change of -10 holders.
  • The largest Fidelity National Information Services buyer in Q3 2023 was Dodge & Cox, an estimated $512M added.
  • The largest Fidelity National Information Services seller in Q3 2023 was T. Rowe Price Associates, an estimated $285M sold.

Based on aggregated 13F filings for Q3 2023.