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Fidelity National Information Services

1,115 hedge funds and large institutions have $78.9B invested in Fidelity National Information Services in 2021 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 459 increasing their positions, 389 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+11
Holders Change %
+1%
% of All Funds
19.47%
Holding in Top 10
33
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.43%
% of All Funds
0.58%
New
104
Increased
459
Reduced
389
Closed
78
Calls
$576M
Puts
$206M
Net Calls
+$370M
Net Calls Change
+$367M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
926
Shakespeare Wealth Management
Wisconsin
$210K
RWA
927
Ropes Wealth Advisors
Massachusetts
$210K +$210K +1,481 New
PM
928
Penbrook Management
New York
$209K
KFA
929
Kelleher Financial Advisors
New York
$209K +$209K +1,481 New
WP
930
WMS Partners
Maryland
$208K
1IA
931
1834 Investment Advisors
Wisconsin
$207K
CI
932
CX Institutional
Indiana
$205K +$31K +219 +18%
AGA
933
Arkos Global Advisors
Texas
$205K +$205K +1,450 New
RRWA
934
Rainey & Randall Wealth Advisors
Florida
$201K +$201K +1,419 New
KFP
935
KB Financial Partners
New Jersey
$196K -$45.2K -318 -19%
BAM
936
Belpointe Asset Management
Nevada
$188K +$44.6K +315 +31%
APC
937
Aspire Private Capital
North Carolina
$184K +$181K +1,277 +5,805%
PI
938
PGGM Investments
Netherlands
$177K +$177K +1,249 New
Carson Wealth (CWM LLC)
939
Carson Wealth (CWM LLC)
Nebraska
$175K
GTAM
940
Global Trust Asset Management
Florida
$170K -$5.51K -39 -3%
PWMG
941
Prestige Wealth Management Group
New Jersey
$170K -$3.12K -22 -2%
PFGIA
942
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$40.7K +287 +32%
CFA
943
Carroll Financial Associates
North Carolina
$159K +$14.2K +101 +10%
PWP
944
Personal Wealth Partners
Minnesota
$156K +$156K +1,098 New
GEA
945
Glen Eagle Advisors
New Jersey
$156K
FWM
946
FFT Wealth Management
Pennsylvania
$154K +$154K +1,090 New
MG
947
MilWealth Group
Wisconsin
$147K
DWA
948
Dougherty Wealth Advisers
Minnesota
$147K
GAM
949
GVO Asset Management
Switzerland
$144K
LC
950
Lindbrook Capital
California
$144K