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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
VNA
1051
Valley National Advisers
Pennsylvania
$18K -$9.16K -66 -30%
LWM
1052
Liberty Wealth Management
California
$18K -$5K -36 -19%
PGAM
1053
Princeton Global Asset Management
New Jersey
$18K
H
1054
Hexavest
Quebec, Canada
$18K +$3.47K +25 +20%
FCM
1055
Firestone Capital Management
Florida
$17K -$19.2K -138 -50%
DAM
1056
Delta Asset Management
Tennessee
$17K
RFA
1057
Reilly Financial Advisors
California
$17K
HI
1058
Hudock Inc
Pennsylvania
$16K
EW
1059
Evoke Wealth
California
$15.7K -$41.1K -296 -70%
BC
1060
Barnett & Company
Tennessee
$15K -$1.11K -8 -6%
HWA
1061
HHM Wealth Advisors
Tennessee
$15K +$17.4K +125 New
NIM
1062
NuWave Investment Management
New Jersey
$13K -$87.8K -632 -85%
BWM
1063
Baystate Wealth Management
Massachusetts
$13K
GAM
1064
Guinness Asset Management
United Kingdom
$13K
ME
1065
McIlrath & Eck
Washington
$13K
AWA
1066
Arkadios Wealth Advisors
Georgia
$13K +$833 +6 +6%
ADL
1067
Asset Dedication LLC
California
$11K -$6.94K -50 -35%
OAM
1068
Optimal Asset Management
California
$10.7K +$6.88M +49,576 +130%
CQS
1069
Credential Qtrade Securities
$10.6K -$30K -216 -71%
BBA
1070
Braun-Bostich & Associates
Pennsylvania
$10K
BWA
1071
Burt Wealth Advisors
Maryland
$10K +$11.5K +83 New
TF
1072
Tompkins Financial
New York
$9K
TFGT
1073
TS Financial Group (TSFG)
Illinois
$8K +$9.03K +65 New
FGAM
1074
Financial Gravity Asset Management
Texas
$7.43K +$8.47K +61 New
KFS
1075
Kelly Financial Services
Massachusetts
$7.05K

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.