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Global Payments

860 hedge funds and large institutions have $26.6B invested in Global Payments in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 294 increasing their positions, 308 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 77

23% more call options, than puts

Call options by funds: $553M | Put options by funds: $449M

20% more capital invested

Capital invested by funds: $22.2B → $26.6B (+$4.37B)

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

3% more funds holding

Funds holding: 832860 (+28)

2.5% more ownership

Funds ownership: 86.07%88.57% (+2.5%)

5% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 308

Holders
860
Holders Change
+28
Holders Change %
+3.37%
% of All Funds
13.65%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
112
Increased
294
Reduced
308
Closed
77
Calls
$553M
Puts
$449M
Net Calls
+$104M
Net Calls Change
+$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
451
RBF Capital
California
$1.01M
JPWM
452
Jamison Private Wealth Management
Georgia
$1.01M +$1.04M +8,711 New
GM
453
GeoWealth Management
Illinois
$999K +$1.03M +8,650 New
TCM
454
Traynor Capital Management
Pennsylvania
$964K
CAM
455
Costello Asset Management
Pennsylvania
$958K +$108K +905 +12%
RGC
456
Roberts, Glore & Co
Illinois
$956K
NA
457
NewEdge Advisors
Louisiana
$948K +$69.6K +585 +8%
NCM
458
Novare Capital Management
North Carolina
$947K
NMIMC
459
Northwestern Mutual Investment Management Company
Wisconsin
$947K -$6.66K -56 -0.7%
KIA
460
Knollwood Investment Advisory
Maryland
$934K
DADC
461
D.A. Davidson & Co
Montana
$932K +$38.1K +320 +4%
SM
462
Sciencast Management
New Jersey
$931K +$960K +8,069 New
AA
463
ALPS Advisors
Colorado
$929K -$342K -2,874 -26%
ZIC
464
ZWJ Investment Counsel
Georgia
$927K
ACS
465
Archford Capital Strategies
Illinois
$920K -$37.5K -315 -4%
VPIM
466
Vanguard Personalized Indexing Management
California
$920K +$56.3K +473 +6%
PP
467
Paloma Partners
Connecticut
$918K +$862K +7,246 +1,025%
MNBTD
468
Moody National Bank Trust Division
Texas
$918K +$148K +1,244 +19%
SW
469
SVB Wealth
Massachusetts
$913K -$58.2K -489 -6%
DILIC
470
Dai-ichi Life Insurance Company
Japan
$906K
AMBIA
471
Allen Mooney & Barnes Investment Advisors
Georgia
$903K +$952 +8 +0.1%
MC
472
Montag & Caldwell
Georgia
$898K
HF
473
HRT Financial
New York
$895K +$923K +7,762 New
Vontobel Holding
474
Vontobel Holding
Switzerland
$895K -$2.38M -20,046 -72%
CIBC Private Wealth Group
475
CIBC Private Wealth Group
Georgia
$880K +$908K +7,630 New