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Global Payments

833 hedge funds and large institutions have $22.6B invested in Global Payments in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 241 increasing their positions, 380 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $232M | Put options by funds: $170M

3.25% less ownership

Funds ownership: 87.95%84.71% (-3.2%)

3% less funds holding

Funds holding: 863833 (-30)

14% less capital invested

Capital invested by funds: $26.3B → $22.6B (-$3.7B)

16% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 116

37% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 380

41% less funds holding in top 10

Funds holding in top 10: 2213 (-9)

Holders
833
Holders Change
-30
Holders Change %
-3.48%
% of All Funds
13.39%
Holding in Top 10
13
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-40.91%
% of All Funds
0.21%
New
98
Increased
241
Reduced
380
Closed
116
Calls
$232M
Puts
$170M
Net Calls
+$61.4M
Net Calls Change
+$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$74.9M -$12.4M -119,238 -14%
SCM
52
Steadfast Capital Management
New York
$69.5M -$140M -1,344,691 -66%
EIC
53
Equity Investment Corp
Georgia
$66.6M +$19.6M +187,726 +39%
TSW
54
Thompson Siegel & Walmsley
Virginia
$64.5M +$12.2M +117,118 +22%
PAMS
55
Pictet Asset Management (Switzerland)
Switzerland
$64.4M -$58.2M -557,899 -46%
Amundi
56
Amundi
France
$63.7M -$3.14M -30,149 -5%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$62.2M -$1.59M -15,216 -2%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$59.9M +$2.4M +22,989 +4%
FCM
59
Frontier Capital Management
Massachusetts
$55.7M -$1.82M -17,448 -3%
CIC
60
Crawford Investment Counsel
Georgia
$54.8M -$59.6K -572 -0.1%
National Pension Service
61
National Pension Service
South Korea
$52.7M +$2.8M +26,823 +5%
UBS Group
62
UBS Group
Switzerland
$51.3M +$31.7M +304,229 +143%
Truist Financial
63
Truist Financial
North Carolina
$51M -$3.78M -36,230 -7%
Ameriprise
64
Ameriprise
Minnesota
$50.4M -$141M -1,356,775 -73%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$49.4M +$763K +7,321 +1%
GC
66
Greenlight Capital
New York
$47M +$20.8M +199,910 +73%
Point72 Asset Management
67
Point72 Asset Management
Connecticut
$46.1M +$15.3M +147,150 +46%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$46M -$79.8K -765 -0.2%
EARNEST Partners
69
EARNEST Partners
Georgia
$45.9M +$1.85M +17,715 +4%
Fisher Asset Management
70
Fisher Asset Management
Washington
$45.8M -$5.41M -51,929 -10%
SO
71
STRS Ohio
Ohio
$43M -$1.18M -11,272 -3%
AllianceBernstein
72
AllianceBernstein
Tennessee
$41M -$974K -9,343 -2%
CS
73
Credit Suisse
Switzerland
$39.4M +$3.71M +35,598 +10%
NC
74
Nicholas Company
Wisconsin
$37.7M +$11.6M +111,035 +41%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$37.2M -$8.27M -79,336 -17%

GPN Hedge Fund Activity: Q4 2022 in Review

833 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Global Payments (GPN) for Q4 2022, worth a combined $22.6B — down 14% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of GPN and 98 opened new positions — a net loss of 18 holders — while 380 trimmed existing stakes and 241 added.

The largest buyer was Vanguard Group, adding an estimated $345M. The largest seller was Wellington Management Group, cutting an estimated $409M.

  • 833 institutional investors held Global Payments (GPN) as of Q4 2022, down from 863 in Q3 2022.
  • Funds reported $22.6B of Global Payments stock for Q4 2022, down 14% quarter-over-quarter.
  • 98 funds opened new Global Payments positions in Q4 2022 and 116 closed out, a net change of -18 holders.
  • The largest Global Payments buyer in Q4 2022 was Vanguard Group, an estimated $345M added.
  • The largest Global Payments seller in Q4 2022 was Wellington Management Group, an estimated $409M sold.

Based on aggregated 13F filings for Q4 2022.