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Fidelity National Information Services

951 hedge funds and large institutions have $29.7B invested in Fidelity National Information Services in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 396 increasing their positions, 334 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $387M | Put options by funds: $248M

19% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 334

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

0.42% less ownership

Funds ownership: 92.35%91.93% (-0.42%)

7% less funds holding

Funds holding: 1,021951 (-70)

20% less capital invested

Capital invested by funds: $37B → $29.7B (-$7.27B)

33% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 165

Holders
951
Holders Change
-70
Holders Change %
-6.86%
% of All Funds
15.16%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
110
Increased
396
Reduced
334
Closed
165
Calls
$387M
Puts
$248M
Net Calls
+$138M
Net Calls Change
-$158M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.2B +$112M +1,728,137 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.9B +$220M +3,386,733 +7%
Capital International Investors
3
Capital International Investors
California
$1.55B +$153M +2,351,538 +9%
Dodge & Cox
4
Dodge & Cox
California
$1.49B +$82.9M +1,273,025 +5%
State Street
5
State Street
Massachusetts
$1.44B +$23.9M +367,417 +1%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$609M +$185M +2,848,636 +34%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$601M -$1.02B -15,653,458 -59%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$573M +$6.97M +107,041 +1%
Bank of America
9
Bank of America
North Carolina
$553M -$2.04M -31,396 -0.3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$512M -$235M -3,612,129 -28%
N
11
Nuveen
North Carolina
$427M -$6.3M -96,752 -1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$384M +$99.3M +1,525,047 +28%
Morgan Stanley
13
Morgan Stanley
New York
$377M -$167M -2,568,847 -27%
Macquarie Group
14
Macquarie Group
Australia
$365M +$138M +2,118,576 +46%
Capital Research Global Investors
15
Capital Research Global Investors
California
$364M -$2.61M -40,101 -0.6%
Norges Bank
16
Norges Bank
Norway
$362M +$59.3M +910,392 +16%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$342M -$149M -2,296,465 -27%
Goldman Sachs
18
Goldman Sachs
New York
$333M -$76.6M -1,176,677 -16%
Charles Schwab
19
Charles Schwab
California
$333M +$184M +2,820,559 +83%
Northern Trust
20
Northern Trust
Illinois
$327M -$34.4M -528,361 -8%
Fidelity International
21
Fidelity International
Bermuda
$321M +$14.3M +220,287 +4%
UBS Group
22
UBS Group
Switzerland
$296M +$3.54M +54,433 +1%
Citadel Advisors
23
Citadel Advisors
Florida
$284M +$320M +4,920,971 +1,630%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$279M -$47.7M -732,831 -12%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$265M +$173M +2,664,835 +121%

FIS Hedge Fund Activity: Q1 2023 in Review

951 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q1 2023, worth a combined $29.7B — down 20% from $37B a quarter earlier.

Sellers outnumbered buyers: 165 funds closed out of FIS and 110 opened new positions — a net loss of 55 holders — while 334 trimmed existing stakes and 396 added.

The largest buyer was Citadel Advisors, adding an estimated $320M. The largest seller was Wellington Management Group, cutting an estimated $1.02B.

  • 951 institutional investors held Fidelity National Information Services (FIS) as of Q1 2023, down from 1,021 in Q4 2022.
  • Funds reported $29.7B of Fidelity National Information Services stock for Q1 2023, down 20% quarter-over-quarter.
  • 110 funds opened new Fidelity National Information Services positions in Q1 2023 and 165 closed out, a net change of -55 holders.
  • The largest Fidelity National Information Services buyer in Q1 2023 was Citadel Advisors, an estimated $320M added.
  • The largest Fidelity National Information Services seller in Q1 2023 was Wellington Management Group, an estimated $1.02B sold.

Based on aggregated 13F filings for Q1 2023.