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Fidelity National Information Services

1,126 hedge funds and large institutions have $75.4B invested in Fidelity National Information Services in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 450 increasing their positions, 400 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $237M | Put options by funds: $150M

24% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 97

13% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 400

10% more capital invested

Capital invested by funds: $68.4B → $75.4B (+$7.03B)

1% more funds holding

Funds holding: 1,1111,126 (+15)

0.28% less ownership

Funds ownership: 91.4%91.11% (-0.28%)

27% less funds holding in top 10

Funds holding in top 10: 9166 (-25)

Holders
1,126
Holders Change
+15
Holders Change %
+1.35%
% of All Funds
23.09%
Holding in Top 10
66
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-27.47%
% of All Funds
1.35%
New
120
Increased
450
Reduced
400
Closed
97
Calls
$237M
Puts
$150M
Net Calls
+$86.9M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1051
Tarbox Family Office
California
$32K -$14.1K -107 -31%
AWM
1052
AllSquare Wealth Management
New York
$32K -$10.9K -83 -26%
NL
1053
NVWM LLC
Pennsylvania
$32K +$4.86K +37 +19%
Loomis, Sayles & Company
1054
Loomis, Sayles & Company
Massachusetts
$30K -$1.05M -7,991 -97%
LAS
1055
Lloyd Advisory Services
Georgia
$30K -$9.46K -72 -24%
RE
1056
RBC Europe
United Kingdom
$29.9K -$62.8K -478 -68%
FFC
1057
First Financial Corp
Indiana
$29K
LWM
1058
Liberty Wealth Management
California
$27K +$6.57K +50 +33%
FWM
1059
Filbrandt Wealth Management
Wisconsin
$27K +$26.3K +200 New
FPB
1060
First PREMIER Bank
South Dakota
$25K
IF
1061
Ironwood Financial
Arizona
$25K
TPWA
1062
TRUE Private Wealth Advisors
Oregon
$25K +$131 +1 +0.5%
RFA
1063
Reilly Financial Advisors
California
$25K +$6.17K +47 +33%
CFFP
1064
Center for Financial Planning
Michigan
$24K -$14.7K -112 -39%
FANJ
1065
Financial Architects (New Jersey)
New Jersey
$24K
GAM
1066
Gemmer Asset Management
California
$24K +$2.63K +20 +13%
MWP
1067
Meridian Wealth Partners
Pennsylvania
$22K -$263 -2 -1%
VNA
1068
Valley National Advisers
Pennsylvania
$22K +$1.84K +14 +9%
BWA
1069
BDO Wealth Advisors
Florida
$21K
SFPG
1070
Stonebridge Financial Planning Group
Florida
$21K
THWM
1071
Taylor Hoffman Wealth Management
Virginia
$21K +$20.4K +155 New
PGAM
1072
Princeton Global Asset Management
New Jersey
$20K
AA
1073
AlphaMark Advisors
Kentucky
$20K +$16.4K +125 +500%
DAM
1074
Delta Asset Management
Tennessee
$19K
FCM
1075
Firestone Capital Management
Florida
$19K

FIS Hedge Fund Activity: Q2 2020 in Review

1,126 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q2 2020, worth a combined $75.4B — up 10% from $68.4B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new FIS positions and 97 closed out — a net gain of 23 holders — while 450 added to existing stakes and 400 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $430M. The largest seller was Citadel Advisors, cutting an estimated $496M.

  • 1,126 institutional investors held Fidelity National Information Services (FIS) as of Q2 2020, up from 1,111 in Q1 2020.
  • Funds reported $75.4B of Fidelity National Information Services stock for Q2 2020, up 10% quarter-over-quarter.
  • 120 funds opened new Fidelity National Information Services positions in Q2 2020 and 97 closed out, a net change of +23 holders.
  • The largest Fidelity National Information Services buyer in Q2 2020 was Massachusetts Financial Services, an estimated $430M added.
  • The largest Fidelity National Information Services seller in Q2 2020 was Citadel Advisors, an estimated $496M sold.

Based on aggregated 13F filings for Q2 2020.