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Globus Medical

354 hedge funds and large institutions have $5.2B invested in Globus Medical in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

877% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $2.45M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more capital invested

Capital invested by funds: $4.17B → $5.2B (+$1.03B)

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

3% more funds holding

Funds holding: 345354 (+9)

9% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 113

0.02% more ownership

Funds ownership: 87.67%87.69% (+0.02%)

Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
46
Increased
123
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.45M
Net Calls
+$21.5M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Selective Wealth Management
Virginia
$35K +$32K +450 New
WWMSC
302
Wagner Wealth Management (South Carolina)
South Carolina
$33K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
303
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29K +$27K +380 New
TCM
304
Tradewinds Capital Management
Washington
$27K
TFA
305
Toth Financial Advisory
Virginia
$26K
SL
306
Savior LLC
Massachusetts
$24K
APA
307
American Portfolios Advisors
New York
$23K
FCA
308
FinTrust Capital Advisors
South Carolina
$23K
RFA
309
Reilly Financial Advisors
California
$23K
EWA
310
Evolution Wealth Advisors
Florida
$21K -$4.83K -68 -20%
HWM
311
Holloway Wealth Management
Florida
$21K
PCG
312
Private Capital Group
Connecticut
$19K
HWMA
313
Heritage Wealth Management (Arizona)
Arizona
$17K -$55.1K -775 -78%
JWM
314
Janiczek Wealth Management
Colorado
$16K +$3.91K +55 +35%
FP
315
Financial Perspectives
Minnesota
$15.5K -$863K -12,134 -98%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$15K
EIP
317
Ellis Investment Partners
Pennsylvania
$15K
PA
318
Parallel Advisors
California
$15K +$3.34K +47 +33%
LF
319
Lee Financial
Texas
$14K
SWM
320
Spire Wealth Management
Virginia
$14K
SCA
321
Stonebridge Capital Advisors
Minnesota
$14K +$7.11K +100 +100%
GRP
322
Global Retirement Partners
California
$13K -$1.78K -25 -13%
CFGS
323
Concourse Financial Group Securities
Alabama
$12K +$2.56K +36 +30%
LC
324
Lindbrook Capital
California
$11K +$1.42K +20 +16%
AIG
325
American International Group
New York
$10.7K -$153K -2,152 -2%

GMED Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2021, worth a combined $5.2B — up 25% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GMED positions and 37 closed out — a net gain of 9 holders — while 123 added to existing stakes and 113 trimmed.

The largest buyer was Consonance Capital Management, adding an estimated $36M. The largest seller was Van Berkom & Associates, cutting an estimated $23.5M.

  • 354 institutional investors held Globus Medical (GMED) as of Q2 2021, up from 345 in Q1 2021.
  • Funds reported $5.2B of Globus Medical stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Globus Medical positions in Q2 2021 and 37 closed out, a net change of +9 holders.
  • The largest Globus Medical buyer in Q2 2021 was Consonance Capital Management, an estimated $36M added.
  • The largest Globus Medical seller in Q2 2021 was Van Berkom & Associates, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2021.