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Globus Medical

279 hedge funds and large institutions have $3.08B invested in Globus Medical in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $4.9M

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

18% more capital invested

Capital invested by funds: $2.6B → $3.08B (+$477M)

6% more funds holding

Funds holding: 263279 (+16)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.92% less ownership

Funds ownership: 87.37%85.45% (-1.9%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 103

Holders
279
Holders Change
+16
Holders Change %
+6.08%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
84
Reduced
103
Closed
35
Calls
$41.4M
Puts
$4.9M
Net Calls
+$36.5M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$19K +$11.5K +244 +165%
TCM
252
Tradewinds Capital Management
Washington
$17K
Parallax Volatility Advisers
253
Parallax Volatility Advisers
California
$16K -$495K -10,527 -97%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$16K -$10.6K -225 -42%
RFA
255
Reilly Financial Advisors
California
$15K -$8.08K -172 -36%
HI
256
Harrington Investments
California
$15K +$13.9K +295 New
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$13K
WWMSC
258
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$2.12K +45 +21%
Loomis, Sayles & Company
259
Loomis, Sayles & Company
Massachusetts
$10K -$1.03K -22 -10%
GFP
260
Gryphon Financial Partners
Ohio
$9K
JWA
261
JFS Wealth Advisors
Pennsylvania
$9K
S
262
SignatureFD
Georgia
$9K +$8.84K +188 New
WT
263
Whittier Trust
California
$8K
BFEC
264
Benjamin F. Edwards & Company
Missouri
$8K +$7.75K +165 New
RCAG
265
Rehmann Capital Advisory Group
Michigan
$7K +$6.77K +144 New
GWM
266
Geneos Wealth Management
Colorado
$6K
JCM
267
Jacobi Capital Management
Pennsylvania
$5K
PMFA
268
Plante Moran Financial Advisors
Michigan
$5K +$3.01K +64 +145%
MFBTD
269
MB Financial Bank - Trust Department
Illinois
$5K +$5.12K +109 New
HMS
270
Hanseatic Management Services
New Mexico
$3K
OFS
271
Orrstown Financial Services
Pennsylvania
$3K
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$3K +$2.82K +60 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$2K
IA
274
IFP Advisors
Florida
$2K
PCG
275
Private Capital Group
Connecticut
$2K

GMED Hedge Fund Activity: Q1 2018 in Review

279 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2018, worth a combined $3.08B — up 18% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GMED positions and 35 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $52M. The largest seller was Janus Henderson Group, cutting an estimated $33.5M.

  • 279 institutional investors held Globus Medical (GMED) as of Q1 2018, up from 263 in Q4 2017.
  • Funds reported $3.08B of Globus Medical stock for Q1 2018, up 18% quarter-over-quarter.
  • 53 funds opened new Globus Medical positions in Q1 2018 and 35 closed out, a net change of +18 holders.
  • The largest Globus Medical buyer in Q1 2018 was Victory Capital Management, an estimated $52M added.
  • The largest Globus Medical seller in Q1 2018 was Janus Henderson Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2018.