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Fidelity National Information Services

987 hedge funds and large institutions have $39.5B invested in Fidelity National Information Services in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 361 increasing their positions, 355 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $346M | Put options by funds: $179M

26% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 107

20% more capital invested

Capital invested by funds: $32.9B → $39.5B (+$6.62B)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

2% more funds holding

Funds holding: 970987 (+17)

2% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 355

0.17% more ownership

Funds ownership: 92.36%92.54% (+0.17%)

Holders
987
Holders Change
+17
Holders Change %
+1.75%
% of All Funds
14.22%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.42%
New
135
Increased
361
Reduced
355
Closed
107
Calls
$346M
Puts
$179M
Net Calls
+$167M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.09B +$718M +11,023,109 +19%
BlackRock
2
BlackRock
New York
$4.23B -$8.3M -127,476 -0.2%
Dodge & Cox
3
Dodge & Cox
California
$3.08B +$253M +3,882,240 +10%
State Street
4
State Street
Massachusetts
$1.9B -$3.42M -52,604 -0.2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1B -$3.7M -56,890 -0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$995M +$26.2M +402,297 +3%
Fidelity International
7
Fidelity International
Bermuda
$903M -$46.1M -707,826 -5%
Goldman Sachs
8
Goldman Sachs
New York
$816M +$167M +2,571,265 +31%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$807M -$25.1M -385,033 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$805M +$444M +6,821,435 +169%
Charles Schwab
11
Charles Schwab
California
$735M +$112M +1,715,694 +20%
LP
12
Longview Partners
Guernsey
$677M -$16.4M -252,500 -3%
Bank of America
13
Bank of America
North Carolina
$666M -$164M -2,519,321 -22%
Capital International Investors
14
Capital International Investors
California
$622M -$53.2M -816,395 -9%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$621M -$3.02M -46,353 -0.6%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$548M +$127M +1,951,308 +36%
UBS AM
17
UBS AM
Illinois
$536M +$3.63M +55,779 +0.8%
Norges Bank
18
Norges Bank
Norway
$510M -$70.9M -1,088,419 -14%
Morgan Stanley
19
Morgan Stanley
New York
$505M -$420M -6,447,923 -49%
LCOV
20
London Company of Virginia
Virginia
$500M +$7.68M +118,018 +2%
Northern Trust
21
Northern Trust
Illinois
$497M -$15.3M -235,721 -3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$415M -$63.5M -974,660 -15%
BG
23
Baupost Group
Massachusetts
$414M -$50.9M -781,750 -12%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$371M -$767K -11,781 -0.2%
Macquarie Group
25
Macquarie Group
Australia
$347M -$21.6M -332,363 -7%

FIS Hedge Fund Activity: Q1 2024 in Review

987 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Information Services (FIS) for Q1 2024, worth a combined $39.5B — up 20% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new FIS positions and 107 closed out — a net gain of 28 holders — while 361 added to existing stakes and 355 trimmed.

The largest buyer was Vanguard Group, adding an estimated $718M. The largest seller was Morgan Stanley, cutting an estimated $420M.

  • 987 institutional investors held Fidelity National Information Services (FIS) as of Q1 2024, up from 970 in Q4 2023.
  • Funds reported $39.5B of Fidelity National Information Services stock for Q1 2024, up 20% quarter-over-quarter.
  • 135 funds opened new Fidelity National Information Services positions in Q1 2024 and 107 closed out, a net change of +28 holders.
  • The largest Fidelity National Information Services buyer in Q1 2024 was Vanguard Group, an estimated $718M added.
  • The largest Fidelity National Information Services seller in Q1 2024 was Morgan Stanley, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2024.