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Global Payments

265 hedge funds and large institutions have $3.48B invested in Global Payments in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 76 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $4.33M

6% more capital invested

Capital invested by funds: $3.28B → $3.48B (+$201M)

8% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 40

0% more funds holding

Funds holding: 264265 (+1)

5.12% less ownership

Funds ownership: 185.77%180.65% (-5.1%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 107

Holders
265
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
8.59%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
43
Increased
76
Reduced
107
Closed
40
Calls
$4.99M
Puts
$4.33M
Net Calls
+$658K
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Thompson Siegel & Walmsley
Virginia
$34.2M -$1.18M -48,868 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$34M +$1.72M +71,296 +6%
Northern Trust
28
Northern Trust
Illinois
$33.6M -$1.47M -60,914 -4%
Norges Bank
29
Norges Bank
Norway
$33.1M
JHIU
30
Janus Henderson Investors US
Colorado
$31.5M -$9.26M -382,934 -24%
Franklin Resources
31
Franklin Resources
California
$31.3M -$621K -25,680 -2%
SC
32
Samlyn Capital
New York
$30.5M +$28.9M +1,194,706 New
ICM
33
Intrepid Capital Management
Florida
$30.2M -$1.45M -59,780 -5%
Capital Research Global Investors
34
Capital Research Global Investors
California
$28.7M
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$27.1M -$55.7M -2,303,242 -68%
WCM
36
Wedge Capital Management
North Carolina
$26.7M -$207K -8,550 -0.8%
MAA
37
Managed Account Advisors
New Jersey
$26.3M -$5.23M -216,354 -17%
WA
38
Wasatch Advisors
Utah
$26.3M
Brown Advisory
39
Brown Advisory
Maryland
$22M -$2.98M -123,020 -12%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$20.9M +$5.67M +234,200 +40%
SO
41
STRS Ohio
Ohio
$20.4M +$7.26M +300,000 +60%
Deutsche Bank
42
Deutsche Bank
Germany
$19.3M +$14.5M +600,340 +383%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$16.3M +$591K +24,434 +4%
PAMP
44
Polar Asset Management Partners
Ontario, Canada
$14.2M +$13.4M +555,600 New
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$13.6M +$504K +20,844 +4%
AF
46
Aristotle Fund
Maine
$13.3M
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$13.2M -$3.55M -146,628 -22%
William Blair & Company
48
William Blair & Company
Illinois
$13.1M -$73.4K -3,036 -0.6%
JP Morgan Chase
49
JP Morgan Chase
New York
$12.8M +$8.41M +347,778 +224%
VNIM
50
Vaughan Nelson Investment Management
Texas
$12.8M +$554K +22,900 +5%

GPN Hedge Fund Activity: Q3 2013 in Review

265 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Global Payments (GPN) for Q3 2013, worth a combined $3.48B — up 6.1% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GPN positions and 40 closed out — a net gain of 3 holders — while 76 added to existing stakes and 107 trimmed.

The largest buyer was Glenview Capital Management, opening a new position worth an estimated $72.4M. The largest seller was Fidelity Investments, cutting an estimated $96.8M.

  • 265 institutional investors held Global Payments (GPN) as of Q3 2013, up from 264 in Q2 2013.
  • Funds reported $3.48B of Global Payments stock for Q3 2013, up 6.1% quarter-over-quarter.
  • 43 funds opened new Global Payments positions in Q3 2013 and 40 closed out, a net change of +3 holders.
  • The largest Global Payments buyer in Q3 2013 was Glenview Capital Management, an estimated $72.4M added.
  • The largest Global Payments seller in Q3 2013 was Fidelity Investments, an estimated $96.8M sold.

Based on aggregated 13F filings for Q3 2013.