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Fidelity National Information Services
FIS

Overview Fund Activity

981 hedge funds and large institutions have $39.4B invested in Fidelity National Information Services in 2024 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 357 increasing their positions, 354 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
981
Holders Change
+16
Holders Change %
+1.66%
% of All Funds
14.22%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
134
Increased
357
Reduced
354
Closed
107
Calls
$346M
Puts
$179M
Net Calls
+$167M
Net Calls Change
-$194M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.09B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$805M
3
Dodge & Cox
Dodge & Cox
California
$3.08B
4
Boston Partners
Boston Partners
Massachusetts
$331M
5
Goldman Sachs
Goldman Sachs
New York
$816M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$505M
2
ECM
ExodusPoint Capital Management
New York
$0
3
Millennium Management
Millennium Management
New York
$44.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$331M
5
MIS
Morningstar Investment Services
Illinois
$23.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
901
TD Capital Management
Tennessee
$9.74K – – –
RFG
902
RFP Financial Group
Georgia
$9.64K +$2.08K +28 +27%
FRA
903
Front Row Advisors
California
$9.57K +$9.57K +129 New
Jones Financial Companies
904
Jones Financial Companies
Missouri
$9.42K +$4.08K +55 +76%
CTC
905
Central Trust Company
Missouri
$8.46K – – –
BWL
906
Bogart Wealth LLC
Virginia
$8.3K – – –
EWP
907
Elevation Wealth Partners
California
$8.23K +$8.23K +111 New
BC
908
Barrett & Company
Rhode Island
$8K – – –
JWM
909
Janiczek Wealth Management
Colorado
$7.94K -$74 -1 -0.9%
BHWM
910
Beaird Harris Wealth Management
Texas
$7.86K -$10.1K -136 -56%
BGA
911
Battery Global Advisors
Massachusetts
$7.42K – – –
CI
912
Cordant Inc
Oregon
$7.34K – – –
RTL
913
Red Tortoise LLC
Georgia
$7.23K +$7.23K +97 New
CMP
914
Coston McIsaac & Partners
Maine
$7K +$69 +1 +1%
AW
915
Avion Wealth
Texas
$7K +$1.99K +23 +40%
FMP
916
Financial Management Professionals
Texas
$7K +$3.06K +42 +78%
NBT
917
Northwest Bank & Trust
Iowa
$6.66K – – –
CQS
918
Credential Qtrade Securities
$6.45K – – –
AWM
919
Abound Wealth Management
Tennessee
$6.32K -$223 -3 -3%
WBC
920
West Branch Capital
Massachusetts
$6.31K – – –
LWCFA
921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.2K +$6.2K +87 New
SHIM
922
Stone House Investment Management
Pennsylvania
$6.17K – – –
WIA
923
Wetzel Investment Advisors
Indiana
$6.16K – – –
CAL
924
Capital Advisors Ltd
Ohio
$6K +$78 +1 +1%
RCM
925
Raleigh Capital Management
North Carolina
$5.94K +$5.56K +75 +1,500%
35 36
37
38 39