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
SL
276
Savior LLC
Massachusetts
$27K +$24.9K +459 New
FHA
277
Flagship Harbor Advisors
Massachusetts
$26K
SFS
278
Sowell Financial Services
Arkansas
$21K
TCM
279
Tradewinds Capital Management
Washington
$20K
EWA
280
Evolution Wealth Advisors
Florida
$20K +$15.9K +293 +751%
S
281
SignatureFD
Georgia
$19K +$10.4K +192 +154%
RFA
282
Reilly Financial Advisors
California
$18K
IA
283
IFP Advisors
Florida
$17K -$57.5K -1,060 -79%
BFEC
284
Benjamin F. Edwards & Company
Missouri
$17K
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$15K
OPS
286
Orion Portfolio Solutions
Nebraska
$13K +$12.2K +224 New
MIFH
287
Migdal Insurance & Financial Holdings
Israel
$12K -$338K -6,230 -97%
GRP
288
Global Retirement Partners
California
$11K +$10.3K +190 New
EW
289
Evoke Wealth
California
$10.8K
VAIA
290
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.74K +161 New
AWA
291
Arkadios Wealth Advisors
Georgia
$8.31K +$7.98K +147 New
ACM
292
Allred Capital Management
Texas
$7.95K +$7.33K +135 New
GWM
293
Geneos Wealth Management
Colorado
$7K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$7K +$6.68K +123 New
WLPWM
295
Walled Lake Planning & Wealth Management
Illinois
$6K +$5.54K +102 New
HGWM
296
Harvest Group Wealth Management
Massachusetts
$5K
ST
297
Smithfield Trust
Pennsylvania
$5K
FPS
298
Fieldpoint Private Securities
Connecticut
$4K -$8.74K -161 -69%
PMFA
299
Plante Moran Financial Advisors
Michigan
$4K
BCI
300
Brinker Capital Investments
Pennsylvania
$4K +$4.13K +76 New

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.