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Global Payments

870 hedge funds and large institutions have $44.7B invested in Global Payments in 2020 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 319 increasing their positions, 325 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 71

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

16% more capital invested

Capital invested by funds: $38.5B → $44.7B (+$6.18B)

2% more funds holding

Funds holding: 853870 (+17)

2% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 325

1.09% less ownership

Funds ownership: 88.99%87.9% (-1.1%)

14% less call options, than puts

Call options by funds: $177M | Put options by funds: $205M

Holders
870
Holders Change
+17
Holders Change %
+1.99%
% of All Funds
17.84%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.78%
New
93
Increased
319
Reduced
325
Closed
71
Calls
$177M
Puts
$205M
Net Calls
-$27.7M
Net Calls Change
-$38.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
51
Point72 Asset Management
Connecticut
$111M +$88.4M +531,201 +441%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$108M +$18.4M +110,411 +21%
Axa
53
Axa
France
$108M +$16.1M +96,830 +18%
SCM
54
Suvretta Capital Management
New York
$107M +$2.92M +17,570 +3%
CP
55
Coho Partners
Pennsylvania
$103M +$642K +3,858 +0.6%
Swedbank
56
Swedbank
Sweden
$103M -$150M -902,094 -60%
AllianceBernstein
57
AllianceBernstein
Tennessee
$101M +$16M +95,941 +19%
SCM
58
Steadfast Capital Management
New York
$99.4M -$103M -617,122 -51%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$99.3M +$96.2M +577,833 +7,760%
PCM
60
Palestra Capital Management
New York
$97.6M -$39.9M -240,010 -29%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$96.3M -$14.5M -87,050 -13%
EARNEST Partners
62
EARNEST Partners
Georgia
$96.2M -$6.88M -41,354 -7%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$90.5M +$2.32M +13,965 +3%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$89.7M +$244K +1,463 +0.3%
CII
65
Capital International Inc
California
$87.1M +$3.62M +21,732 +4%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.3M -$157M -940,719 -65%
Morgan Stanley
67
Morgan Stanley
New York
$82.5M +$10.5M +63,117 +15%
Citadel Advisors
68
Citadel Advisors
Florida
$81.4M +$58.5M +351,321 +273%
Citigroup
69
Citigroup
New York
$75.4M +$26.7M +160,659 +57%
Victory Capital Management
70
Victory Capital Management
Texas
$74.9M -$223M -1,337,837 -75%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$74.7M -$14.8K -89 -0%
CS
72
Credit Suisse
Switzerland
$74.6M -$9.78M -58,751 -12%
AI
73
Axiom Investors
Connecticut
$74.6M -$7.77M -46,665 -10%
Principal Financial Group
74
Principal Financial Group
Iowa
$72.9M -$1.54M -9,223 -2%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$72.2M +$3.84M +23,100 +6%

GPN Hedge Fund Activity: Q2 2020 in Review

870 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global Payments (GPN) for Q2 2020, worth a combined $44.7B — up 16% from $38.5B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new GPN positions and 71 closed out — a net gain of 22 holders — while 319 added to existing stakes and 325 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $473M. The largest seller was Fidelity Investments, cutting an estimated $516M.

  • 870 institutional investors held Global Payments (GPN) as of Q2 2020, up from 853 in Q1 2020.
  • Funds reported $44.7B of Global Payments stock for Q2 2020, up 16% quarter-over-quarter.
  • 93 funds opened new Global Payments positions in Q2 2020 and 71 closed out, a net change of +22 holders.
  • The largest Global Payments buyer in Q2 2020 was Wellington Management Group, an estimated $473M added.
  • The largest Global Payments seller in Q2 2020 was Fidelity Investments, an estimated $516M sold.

Based on aggregated 13F filings for Q2 2020.