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Fidelity National Information Services

1,084 hedge funds and large institutions have $50.6B invested in Fidelity National Information Services in 2022 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 454 increasing their positions, 361 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $876M | Put options by funds: $221M

26% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 361

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

0.57% more ownership

Funds ownership: 90.11%90.67% (+0.57%)

3% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 123

2% less funds holding

Funds holding: 1,1061,084 (-22)

7% less capital invested

Capital invested by funds: $54.5B → $50.6B (-$3.94B)

Holders
1,084
Holders Change
-22
Holders Change %
-1.99%
% of All Funds
18.26%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.47%
New
119
Increased
454
Reduced
361
Closed
123
Calls
$876M
Puts
$221M
Net Calls
+$655M
Net Calls Change
-$208M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1001
CoreCap Advisors
Michigan
$14K +$14.9K +150 New
CFFP
1002
Center for Financial Planning
Michigan
$13K
KC
1003
Kenfarb & Co
Kentucky
$13K
FP
1004
Financial Perspectives
Minnesota
$12.7K
AP
1005
Arlington Partners
Alabama
$12K -$14.4K -145 -52%
SSB
1006
Sandy Spring Bank
Maryland
$12K -$3.97K -40 -23%
WC
1007
Wexford Capital
Florida
$11.9K +$12.9M +129,453 New
MHR
1008
Matthew Hamilton Rosenberg
$11K -$12.3K -124 -51%
HF
1009
Halpern Financial
Virginia
$10.7K +$11.6K +117 New
BWM
1010
Baystate Wealth Management
Massachusetts
$10K -$6.56K -66 -38%
VRM
1011
Vectors Research Management
New York
$10K +$99 +1 +0.9%
CI
1012
Cordant Inc
Oregon
$9K -$2.38K -24 -20%
HWM
1013
HighMark Wealth Management
Minnesota
$9K -$397 -4 -4%
SCA
1014
Stonebridge Capital Advisors
Minnesota
$9K
VWM
1015
Valley Wealth Managers
New Jersey
$9K +$9.73K +98 New
Loomis, Sayles & Company
1016
Loomis, Sayles & Company
Massachusetts
$8K -$1.89K -19 -18%
BBPWM
1017
Blue Bell Private Wealth Management
Pennsylvania
$8K
EL
1018
EMFO LLC
Florida
$8K
IFS
1019
Intelligent Financial Strategies
Minnesota
$8K
SPWG
1020
Sage Private Wealth Group
Illinois
$8K
SIAP
1021
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K
BWL
1022
Bogart Wealth LLC
Virginia
$8K +$5.96K +60 +188%
CQS
1023
Credential Qtrade Securities
$7.97K
ACA
1024
Atlas Capital Advisors
Wyoming
$7.52K -$200K -2,010 -96%
RIM
1025
Rockbridge Investment Management
New York
$7.06K

FIS Hedge Fund Activity: Q2 2022 in Review

1,084 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2022, worth a combined $50.6B — down 7.2% from $54.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of FIS and 119 opened new positions — a net loss of 4 holders — while 361 trimmed existing stakes and 454 added.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $620M. The largest seller was Massachusetts Financial Services, cutting an estimated $776M.

  • 1,084 institutional investors held Fidelity National Information Services (FIS) as of Q2 2022, down from 1,106 in Q1 2022.
  • Funds reported $50.6B of Fidelity National Information Services stock for Q2 2022, down 7.2% quarter-over-quarter.
  • 119 funds opened new Fidelity National Information Services positions in Q2 2022 and 123 closed out, a net change of -4 holders.
  • The largest Fidelity National Information Services buyer in Q2 2022 was Dodge & Cox, an estimated $620M added.
  • The largest Fidelity National Information Services seller in Q2 2022 was Massachusetts Financial Services, an estimated $776M sold.

Based on aggregated 13F filings for Q2 2022.