We are live on ! Find out more
GMED icon

Globus Medical

307 hedge funds and large institutions have $3.97B invested in Globus Medical in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $3.4B → $3.97B (+$567M)

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

15% more funds holding

Funds holding: 268307 (+39)

1.27% less ownership

Funds ownership: 88.88%87.61% (-1.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $17.9M

Holders
307
Holders Change
+39
Holders Change %
+14.55%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
65
Increased
108
Reduced
94
Closed
19
Calls
$13.6M
Puts
$17.9M
Net Calls
-$4.27M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$218K +$201K +3,694 New
Franklin Resources
252
Franklin Resources
California
$217K +$200K +3,685 New
KeyBank National Association
253
KeyBank National Association
Ohio
$205K +$189K +3,477 New
HH
254
HWG Holdings
Texas
$190K +$175K +3,232 New
AG
255
Advisor Group
Arizona
$188K -$50.4K -929 -23%
DMK
256
David M. Knott
$171K
Fidelity Investments
257
Fidelity Investments
Massachusetts
$151K +$68.8K +1,268 +98%
Credit Agricole
258
Credit Agricole
France
$130K -$1.57M -29,000 -93%
Simplex Trading
259
Simplex Trading
Illinois
$116K -$38.4K -707 -26%
LIA
260
LS Investment Advisors
Michigan
$100K -$174K -3,203 -65%
AssetMark Inc
261
AssetMark Inc
California
$97K
AAM
262
Advisors Asset Management
Colorado
$76K +$48.6K +896 +226%
MAM
263
Meeder Asset Management
Ohio
$69K -$83.7K -1,542 -57%
FL
264
Fort LP
Maryland
$65K +$59.8K +1,101 New
PCM
265
Pinz Capital Management
New York
$53K +$48.9K +900 New
ETC
266
Exchange Traded Concepts
Oklahoma
$51K +$47.4K +873 New
FHA
267
First Horizon Advisors
Tennessee
$46K -$2.71K -50 -6%
SPIA
268
Steward Partners Investment Advisory
New York
$41K -$2.06K -38 -5%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$37K +$1.03K +19 +3%
GDP
270
Great Diamond Partners
Maine
$34K +$31.4K +579 New
AS
271
Altshuler Shaham
Israel
$33K +$19.7K +363 +192%
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$29K -$125K -2,304 -82%
CAW
273
Cornerstone Advisors (Washington)
Washington
$29K -$2.77K -51 -9%
VFA
274
Valeo Financial Advisors
Indiana
$29K
ASN
275
Advisory Services Network
Georgia
$27K -$17.5K -322 -41%

GMED Hedge Fund Activity: Q4 2019 in Review

307 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2019, worth a combined $3.97B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new GMED positions and 19 closed out — a net gain of 46 holders — while 108 added to existing stakes and 94 trimmed.

The largest buyer was Axa, adding an estimated $24.1M. The largest seller was Ninety One (UK), exiting entirely with an estimated $73.1M sold.

  • 307 institutional investors held Globus Medical (GMED) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.97B of Globus Medical stock for Q4 2019, up 17% quarter-over-quarter.
  • 65 funds opened new Globus Medical positions in Q4 2019 and 19 closed out, a net change of +46 holders.
  • The largest Globus Medical buyer in Q4 2019 was Axa, an estimated $24.1M added.
  • The largest Globus Medical seller in Q4 2019 was Ninety One (UK), an estimated $73.1M sold.

Based on aggregated 13F filings for Q4 2019.