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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 %
GBT
951
Grove Bank & Trust
Florida
$2.75K -$10.2K -137 -79%
IPW
952
Impact Partnership Wealth
Georgia
$2.49K -$7.69K -105 -76%
WB
953
Webster Bank
Connecticut
$2.37K +$2.37K +32 New
CPG
954
Cornerstone Planning Group
New Jersey
$2.33K +$2.33K +33 New
SIC
955
SJS Investment Consulting
Ohio
$2.15K +$371 +5 +21%
PPC
956
Park Place Capital
Alabama
$2.08K +$2.08K +28 New
SAG
957
Spotlight Asset Group
Illinois
$1.93K -$16.2K -218 -89%
AFG
958
Albion Financial Group
Utah
$1.86K +$1.86K +25 New
OP
959
ORG Partners
Indiana
$1.75K -$56.3K -774 -97%
ECM
960
Everence Capital Management
Indiana
$1.57K – – –
TCA
961
Trifecta Capital Advisors
Illinois
$1.56K +$371 +5 +31%
AGWCA
962
Annis Gardner Whiting Capital Advisors
Florida
$1.56K +$1.04K +14 +200%
DPW
963
DiNuzzo Private Wealth
Pennsylvania
$1.48K – – –
TFM
964
TFC Financial Management
Massachusetts
$1.34K +$223 +3 +20%
FRA
965
Frank Rimerman Advisors
California
$1.34K +$1.34K +18 New
CAC
966
Core Alternative Capital
Georgia
$1.11K -$9.5K -128 -90%
FGAM
967
Financial Gravity Asset Management
Texas
$1.05K -$8.91K -110 -89%
TFA
968
Transamerica Financial Advisors
Florida
$1K -$500 -7 -33%
PIS
969
POM Investment Strategies
North Carolina
$890 – – –
NL
970
NVWM LLC
Pennsylvania
$593 +$593 +8 New
APC
971
Aspire Private Capital
North Carolina
$542 – – –
CFO
972
CVA Family Office
Colorado
$519 +$519 +7 New
RS
973
Rakuten Securities
Japan
$445 -$816 -11 -65%
ACA
974
Atlas Capital Advisors
Wyoming
$445 – – –
SWA
975
SOA Wealth Advisors
New York
$313 – – –
37 38
39
40 41