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Globus Medical

243 hedge funds and large institutions have $1.97B invested in Globus Medical in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $902K

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

19% more capital invested

Capital invested by funds: $1.65B → $1.97B (+$321M)

17% more funds holding

Funds holding: 207243 (+36)

0.05% more ownership

Funds ownership: 92.33%92.38% (+0.05%)

9% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 88

Holders
243
Holders Change
+36
Holders Change %
+17.39%
% of All Funds
6.05%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
59
Increased
80
Reduced
88
Closed
16
Calls
$3.56M
Puts
$902K
Net Calls
+$2.66M
Net Calls Change
-$993K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
226
Nisa Investment Advisors
Missouri
$19K -$15.3K -560 -47%
FMA
227
FNY Managed Accounts
New York
$18K +$16.9K +621 New
Creative Planning
228
Creative Planning
Kansas
$17K +$4.39K +161 +38%
BIG
229
Bellwether Investment Group
Tennessee
$16K -$328 -12 -2%
FPFS
230
First Personal Financial Services
North Carolina
$14K +$3.47K +127 +35%
RFA
231
Reilly Financial Advisors
California
$14K +$12.9K +472 New
EA
232
Edge Advisors
Georgia
$11K -$710 -26 -6%
TCM
233
Tradewinds Capital Management
Washington
$10K +$9.42K +345 New
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$8K -$17K -622 -70%
TWI
235
Thomas White International
Illinois
$6K +$5.38K +197 New
TDC
236
Thompson Davis & Co
Virginia
$4K +$3.41K +125 New
SPIA
237
Steward Partners Investment Advisory
New York
$4K +$4.04K +148 New
WT
238
Whittier Trust
California
$4K +$4.12K +151 New
GWM
239
Geneos Wealth Management
Colorado
$3K -$1.8K -66 -34%
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$3K -$1.17K -43 -28%
JCM
241
Jacobi Capital Management
Pennsylvania
$3K +$2.89K +106 New
IA
242
IFP Advisors
Florida
$2K -$11.1K -405 -89%
PMFA
243
Plante Moran Financial Advisors
Michigan
$1K -$2.18K -80 -65%
Marshall Wace
244
Marshall Wace
United Kingdom
-$13.5M -544,217 Closed
HM
245
HealthCor Management
New York
-$11.2M -450,000 Closed
NAM
246
NorthCoast Asset Management
Connecticut
-$1.79M -72,206 Closed
CIC
247
Cornercap Investment Counsel
Georgia
-$1.24M -49,930 Closed
HSBC Holdings
248
HSBC Holdings
United Kingdom
-$338K -13,637 Closed
FPF
249
FNY Partners Fund
New York
-$248 -10,000 Closed
AAM
250
Advisors Asset Management
Colorado
-$42K -1,700 Closed

GMED Hedge Fund Activity: Q1 2017 in Review

243 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2017, worth a combined $1.97B — up 19% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GMED positions and 16 closed out — a net gain of 43 holders — while 80 added to existing stakes and 88 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Janus Henderson Investors US, cutting an estimated $35M.

  • 243 institutional investors held Globus Medical (GMED) as of Q1 2017, up from 207 in Q4 2016.
  • Funds reported $1.97B of Globus Medical stock for Q1 2017, up 19% quarter-over-quarter.
  • 59 funds opened new Globus Medical positions in Q1 2017 and 16 closed out, a net change of +43 holders.
  • The largest Globus Medical buyer in Q1 2017 was BlackRock, an estimated $201M added.
  • The largest Globus Medical seller in Q1 2017 was Janus Henderson Investors US, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2017.