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Fidelity National Information Services
FIS

Overview Fund Activity

1,166 hedge funds and large institutions have $79.3B invested in Fidelity National Information Services in 2020 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 453 increasing their positions, 380 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,166
Holders Change
+66
Holders Change %
+6%
% of All Funds
20.69%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.76%
New
169
Increased
453
Reduced
380
Closed
91
Calls
$310M
Puts
$443M
Net Calls
-$133M
Net Calls Change
-$238M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$517M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$417M
3
LPC
Lone Pine Capital
Connecticut
+$396M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$351M
5
Capital International Investors
Capital International Investors
California
+$278M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.04B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$571M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$389M
4
FAM
Fred Alger Management
New York
-$297M
5
LP
Longview Partners
Guernsey
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
976
B. Riley Wealth Management
Tennessee
$205K -$7.22K -51 -3%
SWM
977
Segment Wealth Management
Texas
$205K +$205K +1,449 New
PVWM
978
Point View Wealth Management
New Jersey
$203K – – –
SS
979
Simplicity Solutions
Minnesota
$202K -$1.44M -10,136 -88%
IFWM
980
Institute for Wealth Management
Colorado
$202K -$4.96K -35 -2%
LA
981
Latitude Advisors
Florida
$202K +$202K +1,431 New
FRM
982
Fox Run Management
Connecticut
$201K -$38.1K -269 -16%
NEWAS
983
N.E.W. Advisory Services
Wisconsin
$201K +$142 +1 +0.1%
NHC
984
Nicholas Hoffman & Company
Georgia
$201K +$5.23K +37 +3%
RRWA
985
Rainey & Randall Wealth Advisors
Florida
$200K – – –
ETI
986
Enterprise Trust & Investment
California
$200K – – –
AIM
987
Aigen Investment Management
New York
$200K +$200K +1,416 New
PCM
988
Penserra Capital Management
California
$199K -$40.6K -289 -17%
BCA
989
Berman Capital Advisors
Georgia
$193K +$3.11K +22 +2%
EI
990
Ellevest Inc
New York
$192K +$33.5K +236 +21%
RPWA
991
Regent Peak Wealth Advisors
Georgia
$192K +$192K +1,359 New
APC
992
Aspire Private Capital
North Carolina
$189K -$106K -747 -36%
M
993
MOTCO
Texas
$185K – – –
Carson Wealth (CWM LLC)
994
Carson Wealth (CWM LLC)
Nebraska
$175K – – –
SAS
995
Stelac Advisory Services
New York
$169K +$169K +1,195 New
PWMG
996
Prestige Wealth Management Group
New Jersey
$166K -$21.1K -150 -11%
CFGS
997
Concourse Financial Group Securities
Alabama
$166K +$18.5K +131 +13%
PFO
998
Pathstone Family Office
New Jersey
$166K +$85.5K +603 +106%
BAM
999
Belpointe Asset Management
Nevada
$160K +$48K +339 +43%
GTAM
1000
Global Trust Asset Management
Florida
$157K +$157K +1,108 New
38 39
40
41 42