We are live on ! Find out more
FIS icon

Fidelity National Information Services

970 hedge funds and large institutions have $32.9B invested in Fidelity National Information Services in 2023 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 300 increasing their positions, 397 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $947M | Put options by funds: $586M

50% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 110

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

8% more capital invested

Capital invested by funds: $30.3B → $32.9B (+$2.56B)

5% more funds holding

Funds holding: 924970 (+46)

0.26% less ownership

Funds ownership: 92.62%92.36% (-0.26%)

24% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 397

Holders
970
Holders Change
+46
Holders Change %
+4.98%
% of All Funds
14.14%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.39%
New
165
Increased
300
Reduced
397
Closed
110
Calls
$947M
Puts
$586M
Net Calls
+$361M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
1051
BOK Financial Private Wealth
Colorado
-$14.9K -270 Closed
AP
1052
Arlington Partners
Alabama
-$14.3K -258 Closed
SIA
1053
SkyView Investment Advisors
New Jersey
-$13K -241 Closed
CAM
1054
Chesapeake Asset Management
New York
-$10.1K -182 Closed
JGIA
1055
Jackson Grant Investment Advisers
Connecticut
-$6.52K -118 Closed
CBT
1056
CoreFirst Bank & Trust
Kansas
-$6.41K -116 Closed
RTL
1057
Red Tortoise LLC
Georgia
-$6.41K -116 Closed
Fisher Asset Management
1058
Fisher Asset Management
Washington
-$5.53K -100 Closed
SCA
1059
Stonebridge Capital Advisors
Minnesota
-$5.53K -100 Closed
MIM
1060
Macroview Investment Management
Maryland
-$4.59K -83 Closed
OC
1061
Oakworth Capital
Alabama
-$4.53K -82 Closed
BCMLT
1062
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.43K -81 Closed
BAAM
1063
Baker Avenue Asset Management
California
-$4.37K -79 Closed
PWMG
1064
Provence Wealth Management Group
California
-$3.81K -69 Closed
CCM
1065
Copeland Capital Management
Pennsylvania
-$2.98K -54 Closed
EBA
1066
Eagle Bay Advisors
New York
-$2.73K -50 Closed
LB
1067
Legacy Bridge
Iowa
-$2.76K -50 Closed
HWA
1068
HHM Wealth Advisors
Tennessee
-$2.27K -41 Closed
IAS
1069
IMA Advisory Services
Colorado
-$2.27K -41 Closed
TFA
1070
Toth Financial Advisory
Virginia
-$2.21K -40 Closed
LF
1071
Lee Financial
Texas
-$2.1K -38 Closed
WPWM
1072
Western Pacific Wealth Management
Illinois
-$1.38K -25 Closed
GJIA
1073
Glass Jacobson Investment Advisors
Maryland
-$1.22K -22 Closed
PPC
1074
Park Place Capital
Alabama
-$1.1K -20 Closed
MA
1075
MCF Advisors
Kentucky
-$995 -18 Closed

FIS Hedge Fund Activity: Q4 2023 in Review

970 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q4 2023, worth a combined $32.9B — up 8.4% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new FIS positions and 110 closed out — a net gain of 55 holders — while 300 added to existing stakes and 397 trimmed.

The largest buyer was ExodusPoint Capital Management, opening a new position worth an estimated $365M. The largest seller was Wellington Management Group, cutting an estimated $491M.

  • 970 institutional investors held Fidelity National Information Services (FIS) as of Q4 2023, up from 924 in Q3 2023.
  • Funds reported $32.9B of Fidelity National Information Services stock for Q4 2023, up 8.4% quarter-over-quarter.
  • 165 funds opened new Fidelity National Information Services positions in Q4 2023 and 110 closed out, a net change of +55 holders.
  • The largest Fidelity National Information Services buyer in Q4 2023 was ExodusPoint Capital Management, an estimated $365M added.
  • The largest Fidelity National Information Services seller in Q4 2023 was Wellington Management Group, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2023.