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Global Payments

570 hedge funds and large institutions have $21.1B invested in Global Payments in 2019 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 203 increasing their positions, 203 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 43

33% more capital invested

Capital invested by funds: $15.9B → $21.1B (+$5.22B)

6% more funds holding

Funds holding: 539570 (+31)

0% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 203

0.54% less ownership

Funds ownership: 98.64%98.1% (-0.54%)

17% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $19.9M

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
570
Holders Change
+31
Holders Change %
+5.75%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.28%
New
78
Increased
203
Reduced
203
Closed
43
Calls
$16.6M
Puts
$19.9M
Net Calls
-$3.3M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.64B +$368M +3,030,096 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.31B +$10.9M +89,723 +0.5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.58B -$9.65M -79,470 -0.7%
BlackRock
4
BlackRock
New York
$1.44B -$7.1M -58,483 -0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1B -$44.9M -369,680 -5%
State Street
6
State Street
Massachusetts
$834M +$26.8M +220,488 +4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$823M +$70.9M +584,004 +11%
Capital International Investors
8
Capital International Investors
California
$752M +$159M +1,307,451 +31%
JP Morgan Chase
9
JP Morgan Chase
New York
$685M -$13.1M -107,804 -2%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$606M +$37M +304,937 +7%
Artisan Partners
11
Artisan Partners
Wisconsin
$568M -$10.5M -86,503 -2%
TCM
12
TimesSquare Capital Management
New York
$290M -$13.5M -111,200 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$285M +$14.4M +118,630 +6%
FCM
14
Frontier Capital Management
Massachusetts
$257M -$3.52M -29,013 -2%
Northern Trust
15
Northern Trust
Illinois
$246M +$8.31M +68,478 +4%
Wells Fargo
16
Wells Fargo
California
$228M +$6.87M +56,582 +4%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$219M -$5.24M -43,187 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$210M +$48.3M +397,826 +35%
Norges Bank
19
Norges Bank
Norway
$207M +$29.2M +240,484 +19%
Bank of America
20
Bank of America
North Carolina
$207M +$7.96M +65,593 +5%
Goldman Sachs
21
Goldman Sachs
New York
$154M -$243M -2,000,585 -64%
Invesco
22
Invesco
Georgia
$143M -$21.9M -180,451 -15%
Alkeon Capital Management
23
Alkeon Capital Management
New York
$140M +$3.65M +30,100 +3%
Boston Partners
24
Boston Partners
Massachusetts
$132M -$26.1M -214,906 -18%
Temasek Holdings
25
Temasek Holdings
Singapore
$120M

GPN Hedge Fund Activity: Q1 2019 in Review

570 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Global Payments (GPN) for Q1 2019, worth a combined $21.1B — up 33% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new GPN positions and 43 closed out — a net gain of 35 holders — while 203 added to existing stakes and 203 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $368M. The largest seller was Vista Equity Partners Management, exiting entirely with an estimated $526M sold.

  • 570 institutional investors held Global Payments (GPN) as of Q1 2019, up from 539 in Q4 2018.
  • Funds reported $21.1B of Global Payments stock for Q1 2019, up 33% quarter-over-quarter.
  • 78 funds opened new Global Payments positions in Q1 2019 and 43 closed out, a net change of +35 holders.
  • The largest Global Payments buyer in Q1 2019 was T. Rowe Price Associates, an estimated $368M added.
  • The largest Global Payments seller in Q1 2019 was Vista Equity Partners Management, an estimated $526M sold.

Based on aggregated 13F filings for Q1 2019.