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Fidelity National Information Services

1,111 hedge funds and large institutions have $68.4B invested in Fidelity National Information Services in 2020 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 418 increasing their positions, 423 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $203M | Put options by funds: $153M

10% more funds holding in top 10

Funds holding in top 10: 8391 (+8)

2% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 121

0.44% more ownership

Funds ownership: 90.96%91.4% (+0.44%)

1% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 423

1% less funds holding

Funds holding: 1,1271,111 (-16)

12% less capital invested

Capital invested by funds: $77.7B → $68.4B (-$9.33B)

Holders
1,111
Holders Change
-16
Holders Change %
-1.42%
% of All Funds
24.48%
Holding in Top 10
91
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.64%
% of All Funds
2.01%
New
123
Increased
418
Reduced
423
Closed
121
Calls
$203M
Puts
$153M
Net Calls
+$49.8M
Net Calls Change
+$43.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
976
Valeo Financial Advisors
Indiana
$83K
CDIA
977
Capital Directions Investment Advisors
Georgia
$82K
JCM
978
Jacobi Capital Management
Pennsylvania
$81K +$37.5K +270 +68%
Acadian Asset Management
979
Acadian Asset Management
Massachusetts
$80K
CFA
980
Carroll Financial Associates
North Carolina
$79K -$417 -3 -0.5%
AF
981
Allworth Financial
California
$78K -$1.25K -9 -1%
TL
982
TrueWealth LLC
Georgia
$77K -$11.9K -86 -12%
AA
983
Advisory Alpha
Michigan
$76K
MFT
984
Moisand Fitzgerald Tamayo
Florida
$75K -$41.8K -301 -33%
SCA
985
Stonebridge Capital Advisors
Minnesota
$73K -$47.6K -343 -36%
SAM
986
S.A. Mason
Michigan
$73K
FMII
987
Farmers & Merchants Investments Inc
Nebraska
$71K
FBT
988
First Bank & Trust
South Dakota
$70K
MIFH
989
Migdal Insurance & Financial Holdings
Israel
$69K -$168K -1,211 -68%
SFSIG
990
San Francisco Sentry Investment Group
California
$69K +$1.25K +9 +2%
TCOV
991
Trust Company of Vermont
Vermont
$69K +$24.2K +174 +45%
LWA
992
Lenox Wealth Advisors
New York
$67K
PCTC
993
Perkins Coie Trust Company
Washington
$66K +$833 +6 +1%
VCP
994
Verus Capital Partners
Arizona
$66K +$5.55K +40 +8%
IFAM
995
Institutional & Family Asset Management
Colorado
$64K +$43.6K +314 +150%
TC
996
Truvestments Capital
Florida
$64K +$74K +533 New
WB
997
Webster Bank
Connecticut
$63K -$8.33K -60 -10%
RWA
998
Ropes Wealth Advisors
Massachusetts
$62K
HS
999
Horan Securities
United States
$61K +$69.4K +500 New
PFO
1000
Pathstone Family Office
New Jersey
$57K +$4.72K +34 +8%

FIS Hedge Fund Activity: Q1 2020 in Review

1,111 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q1 2020, worth a combined $68.4B — down 12% from $77.7B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new FIS positions and 121 closed out — a net gain of 2 holders — while 418 added to existing stakes and 423 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $451M. The largest seller was Capital Research Global Investors, cutting an estimated $1.69B.

  • 1,111 institutional investors held Fidelity National Information Services (FIS) as of Q1 2020, down from 1,127 in Q4 2019.
  • Funds reported $68.4B of Fidelity National Information Services stock for Q1 2020, down 12% quarter-over-quarter.
  • 123 funds opened new Fidelity National Information Services positions in Q1 2020 and 121 closed out, a net change of +2 holders.
  • The largest Fidelity National Information Services buyer in Q1 2020 was Viking Global Investors, an estimated $451M added.
  • The largest Fidelity National Information Services seller in Q1 2020 was Capital Research Global Investors, an estimated $1.69B sold.

Based on aggregated 13F filings for Q1 2020.