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Global Payments

524 hedge funds and large institutions have $17.2B invested in Global Payments in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 202 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 180

0.41% less ownership

Funds ownership: 96.92%96.5% (-0.41%)

0% less capital invested

Capital invested by funds: $17.2B → $17.2B (-$74.8M)

2% less funds holding

Funds holding: 536524 (-12)

19% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 47

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

34% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $22.1M

Holders
524
Holders Change
-12
Holders Change %
-2.24%
% of All Funds
12%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
38
Increased
202
Reduced
180
Closed
47
Calls
$14.6M
Puts
$22.1M
Net Calls
-$7.52M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B +$25.3M +224,267 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.67B -$251M -2,219,954 -13%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.44B -$167M -1,479,481 -10%
BlackRock
4
BlackRock
New York
$1.2B -$5.92M -52,429 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.08B +$122M +1,082,153 +13%
State Street
6
State Street
Massachusetts
$626M -$9.12M -80,737 -1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$582M -$44.9M -397,082 -7%
VEPM
8
Vista Equity Partners Management
California
$568M
Artisan Partners
9
Artisan Partners
Wisconsin
$552M -$30.5M -270,127 -5%
JP Morgan Chase
10
JP Morgan Chase
New York
$439M -$43.2M -382,117 -9%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$390M +$106M +935,336 +36%
Goldman Sachs
12
Goldman Sachs
New York
$388M +$80.2M +709,640 +26%
Capital International Investors
13
Capital International Investors
California
$302M +$1.4M +12,382 +0.5%
TCM
14
TimesSquare Capital Management
New York
$232M +$4.59M +40,625 +2%
FCM
15
Frontier Capital Management
Massachusetts
$201M +$1.64M +14,525 +0.8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$199M +$7.87M +69,695 +4%
Northern Trust
17
Northern Trust
Illinois
$197M +$2.62M +23,183 +1%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$197M +$19.8M +175,416 +11%
Jennison Associates
19
Jennison Associates
New York
$196M -$33.8M -299,095 -15%
Wells Fargo
20
Wells Fargo
California
$179M -$2.53M -22,393 -1%
MWNA
21
Marshall Wace North America
New York
$168M +$52.3M +463,060 +44%
Invesco
22
Invesco
Georgia
$141M +$77.9M +690,011 +120%
Bank of America
23
Bank of America
North Carolina
$133M +$10.6M +93,698 +9%
Alkeon Capital Management
24
Alkeon Capital Management
New York
$123M -$25.2M -223,000 -17%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$120M +$1.26M +11,189 +1%

GPN Hedge Fund Activity: Q2 2018 in Review

524 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global Payments (GPN) for Q2 2018, worth a combined $17.2B — down 0.43% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of GPN and 38 opened new positions — a net loss of 9 holders — while 180 trimmed existing stakes and 202 added.

The largest buyer was Fidelity Investments, adding an estimated $122M. The largest seller was T. Rowe Price Associates, cutting an estimated $251M.

  • 524 institutional investors held Global Payments (GPN) as of Q2 2018, down from 536 in Q1 2018.
  • Funds reported $17.2B of Global Payments stock for Q2 2018, down 0.43% quarter-over-quarter.
  • 38 funds opened new Global Payments positions in Q2 2018 and 47 closed out, a net change of -9 holders.
  • The largest Global Payments buyer in Q2 2018 was Fidelity Investments, an estimated $122M added.
  • The largest Global Payments seller in Q2 2018 was T. Rowe Price Associates, an estimated $251M sold.

Based on aggregated 13F filings for Q2 2018.