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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
RIM
926
Rockbridge Investment Management
New York
$4.63K +$4.22K +77 New
S
927
Sachetta
Massachusetts
$4.63K +$4.22K +77 New
Jones Financial Companies
928
Jones Financial Companies
Missouri
$4.33K +$1.21K +22 +44%
AFWM
929
Abich Financial Wealth Management
Virginia
$4.2K +$3.84K +70 New
DCM
930
Davis Capital Management
Florida
$4.01K +$3.68K +67 New
PCTC
931
Perkins Coie Trust Company
Washington
$3.9K -$274 -5 -7%
PWA
932
Provenance Wealth Advisors
Florida
$3.84K +$3.51K +64 New
HI
933
Hoey Investments
Pennsylvania
$3.42K
TAM
934
Tucker Asset Management
Colorado
$3.36K -$55 -1 -2%
AIC
935
Archer Investment Corporation
Indiana
$3.24K
FCAS
936
First Command Advisory Services
Texas
$3.06K
ME
937
McIlrath & Eck
Washington
$3K
MWA
938
Miller Wealth Advisors
Colorado
$3K
CA
939
Centerpoint Advisors
Massachusetts
$3K
FMP
940
Financial Management Professionals
Texas
$3K +$2.96K +54 New
AW
941
Avion Wealth
Texas
$3K +$3.18K +58 New
WAG
942
Wiser Advisor Group
Arizona
$2.72K +$2.47K +45 New
CTA
943
Colonial Trust Advisors
South Carolina
$2.58K +$110 +2 +5%
PB
944
Pinnacle Bancorp
Nebraska
$2.52K
FG
945
Fairman Group
Pennsylvania
$2.4K +$2.19K +40 New
DF
946
Dunhill Financial
United Kingdom
$2.38K +$2.19K +40 New
BIA
947
Bell Investment Advisors
California
$2.34K -$3.95K -72 -65%
ANBT
948
American National Bank & Trust
Texas
$2.16K +$1.98K +36 New
ETC
949
Exchange Traded Concepts
Oklahoma
$2.1K -$933 -17 -33%
TFA
950
Transamerica Financial Advisors
Florida
$2K -$219 -4 -16%

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.