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Fidelity National Information Services
FIS

Overview Fund Activity

965 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, 298 increasing their positions, 395 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+47
Holders Change %
+5.12%
% of All Funds
14.15%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.4%
New
165
Increased
298
Reduced
395
Closed
109
Calls
$947M
Puts
$586M
Net Calls
+$361M
Net Calls Change
+$306M

Top Buyers

1
ECM
ExodusPoint Capital Management
New York
$399M
2
Morgan Stanley
Morgan Stanley
New York
$796M
3
LAM
Lyrical Asset Management
New York
$260M
4
Millennium Management
Millennium Management
New York
$260M
5
Fidelity International
Fidelity International
Bermuda
$774M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$840K
2
Capital Research Global Investors
Capital Research Global Investors
California
$814M
3
UBS Group
UBS Group
Switzerland
$51.3M
4
Ameriprise
Ameriprise
Minnesota
$68.3M
5
BlackRock
BlackRock
New York
$3.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
901
Barrett & Company
Rhode Island
$6.46K -$10.9K -183 -63%
PWMG
902
Private Wealth Management Group
New Jersey
$6.31K +$6.31K +105 New
RFG
903
RFP Financial Group
Georgia
$6.13K – – –
FGAM
904
Financial Gravity Asset Management
Texas
$6.08K +$297 +6 +5%
LFG
905
Larson Financial Group
Missouri
$6.07K +$6.07K +101 New
BGA
906
Battery Global Advisors
Massachusetts
$6.01K +$6.01K +100 New
CMP
907
Coston McIsaac & Partners
Maine
$6K – – –
CI
908
Cordant Inc
Oregon
$5.95K – – –
VWM
909
Valley Wealth Managers
New Jersey
$5.89K – – –
NBT
910
Northwest Bank & Trust
Iowa
$5.89K +$5.89K +98 New
VWM
911
Venturi Wealth Management
Texas
$5.53K -$1.14K -19 -17%
AWM
912
Abound Wealth Management
Tennessee
$5.3K +$60 +1 +1%
CQS
913
Credential Qtrade Securities
$5.23K – – –
HCM
914
Highlander Capital Management
New Jersey
$5.17K +$5.17K +86 New
WBC
915
West Branch Capital
Massachusetts
$5.11K +$5.11K +85 New
CAL
916
Capital Advisors Ltd
Ohio
$5K -$461 -7 -8%
WIA
917
Wetzel Investment Advisors
Indiana
$5K +$5K +88 New
SHIM
918
Stone House Investment Management
Pennsylvania
$4.97K +$4.97K +83 New
KWAG
919
Kiely Wealth Advisory Group
North Carolina
$4.85K +$4.85K +77 New
FFO
920
Fortitude Family Office
Arizona
$4.81K +$4.81K +80 New
S
921
Sachetta
Massachusetts
$4.63K +$4.63K +77 New
RIM
922
Rockbridge Investment Management
New York
$4.63K +$4.63K +77 New
Jones Financial Companies
923
Jones Financial Companies
Missouri
$4.33K +$1.32K +22 +44%
AFWM
924
Abich Financial Wealth Management
Virginia
$4.2K +$4.2K +70 New
DCM
925
Davis Capital Management
Florida
$4.01K +$4.01K +67 New
35 36
37
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