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Globus Medical

439 hedge funds and large institutions have $6.08B invested in Globus Medical in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $14.8M | Put options by funds: $5.62M

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

8% more funds holding

Funds holding: 408439 (+31)

7.33% more ownership

Funds ownership: 93.09%100.41% (+7.3%)

6% more capital invested

Capital invested by funds: $5.72B → $6.08B (+$361M)

3% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 149

Holders
439
Holders Change
+31
Holders Change %
+7.6%
% of All Funds
6.32%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
73
Increased
144
Reduced
149
Closed
42
Calls
$14.8M
Puts
$5.62M
Net Calls
+$9.14M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
351
Huntington National Bank
Ohio
$28.9K +$1.45K +27 +5%
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
$27K -$26.7K -497 -50%
SJIM
353
St. Johns Investment Management
Florida
$26.8K
FHA
354
First Horizon Advisors
Tennessee
$26.1K
BFEC
355
Benjamin F. Edwards & Company
Missouri
$23K +$11.3K +210 +93%
RA
356
Rise Advisors
New York
$20.1K +$16.1K +299 +399%
S
357
SignatureFD
Georgia
$19.8K +$1.83K +34 +10%
TSWM
358
Tyler-Stone Wealth Management
Ohio
$18.8K
TFA
359
Toth Financial Advisory
Virginia
$17.7K
NA
360
NewEdge Advisors
Louisiana
$16.8K -$24.7K -459 -59%
PS
361
Principal Securities
Iowa
$16.6K +$591 +11 +4%
JWM
362
Janiczek Wealth Management
Colorado
$15.5K -$2.04K -38 -12%
WT
363
Whittier Trust
California
$14.4K
SPIA
364
Steward Partners Investment Advisory
New York
$14.2K -$3.76K -70 -21%
SWS
365
SYSTM Wealth Solutions
Illinois
$12.8K -$6.13K -114 -32%
FP
366
Financial Perspectives
Minnesota
$12K
PCMC
367
Planning Capital Management Corporation
Pennsylvania
$11.6K +$11.6K +215 +21,500%
PTC
368
Private Trust Company
Ohio
$9.87K -$3.87K -72 -28%
GI
369
GAMMA Investing
California
$9.55K +$1.5K +28 +19%
EWA
370
EverSource Wealth Advisors
Alabama
$8.81K +$2.31K +43 +32%
PA
371
Parallel Advisors
California
$8.26K +$484 +9 +6%
SWM
372
Spire Wealth Management
Virginia
$7.99K
FRA
373
Front Row Advisors
California
$7.72K +$7.74K +144 New
AGWCA
374
Annis Gardner Whiting Capital Advisors
Florida
$7.62K
BTI
375
Blue Trust Inc
Georgia
$7.35K +$1.61K +30 +28%

GMED Hedge Fund Activity: Q1 2024 in Review

439 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2024, worth a combined $6.08B — up 6.3% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new GMED positions and 42 closed out — a net gain of 31 holders — while 144 added to existing stakes and 149 trimmed.

The largest buyer was Hawk Ridge Capital Management, opening a new position worth an estimated $127M. The largest seller was Millennium Management, cutting an estimated $102M.

  • 439 institutional investors held Globus Medical (GMED) as of Q1 2024, up from 408 in Q4 2023.
  • Funds reported $6.08B of Globus Medical stock for Q1 2024, up 6.3% quarter-over-quarter.
  • 73 funds opened new Globus Medical positions in Q1 2024 and 42 closed out, a net change of +31 holders.
  • The largest Globus Medical buyer in Q1 2024 was Hawk Ridge Capital Management, an estimated $127M added.
  • The largest Globus Medical seller in Q1 2024 was Millennium Management, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2024.