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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
PLU
901
Performa Ltd (US)
South Carolina
$7.39K -$7.08K -129 -51%
TWM
902
Tradition Wealth Management
Minnesota
$7K -$1.26K -23 -16%
CTC
903
Central Trust Company
Missouri
$6.85K +$1.1K +20 +21%
BWL
904
Bogart Wealth LLC
Virginia
$6.71K +$55 +1 +0.9%
JWM
905
Janiczek Wealth Management
Colorado
$6.49K -$7.35K -134 -55%
BC
906
Barrett & Company
Rhode Island
$6.46K -$10K -183 -63%
PWMG
907
Private Wealth Management Group
New Jersey
$6.31K +$5.76K +105 New
RFG
908
RFP Financial Group
Georgia
$6.13K
FGAM
909
Financial Gravity Asset Management
Texas
$6.08K +$329 +6 +5%
LFG
910
Larson Financial Group
Missouri
$6.07K +$5.54K +101 New
BGA
911
Battery Global Advisors
Massachusetts
$6.01K +$5.49K +100 New
CMP
912
Coston McIsaac & Partners
Maine
$6K
CI
913
Cordant Inc
Oregon
$5.95K
VWM
914
Valley Wealth Managers
New Jersey
$5.89K
NBT
915
Northwest Bank & Trust
Iowa
$5.88K +$5.38K +98 New
VWM
916
Venturi Wealth Management
Texas
$5.53K -$1.04K -19 -17%
AWM
917
Abound Wealth Management
Tennessee
$5.3K +$55 +1 +1%
CQS
918
Credential Qtrade Securities
$5.23K
HCM
919
Highlander Capital Management
New Jersey
$5.17K +$4.72K +86 New
WBC
920
West Branch Capital
Massachusetts
$5.11K +$4.66K +85 New
CAL
921
Capital Advisors Ltd
Ohio
$5K -$384 -7 -8%
WIA
922
Wetzel Investment Advisors
Indiana
$5K +$4.83K +88 New
SHIM
923
Stone House Investment Management
Pennsylvania
$4.97K +$4.55K +83 New
KWAG
924
Kiely Wealth Advisory Group
North Carolina
$4.85K +$4.22K +77 New
FFO
925
Fortitude Family Office
Arizona
$4.81K +$4.39K +80 New

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.