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Globus Medical
GMED

120 hedge funds and large institutions have $899M invested in Globus Medical in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

49% more call options, than puts

Call options by funds: $318K | Put options by funds: $213K

36% more capital invested

Capital invested by funds: $661M → $899M (+$238M)

18.06% more ownership

Funds ownership: 60.73% → 78.79% (+18%)

12% more funds holding

Funds holding: 107 → 120 (+13)

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
55
Reduced
32
Closed
8
Calls
$318K
Puts
$213K
Net Calls
+$105K
Net Calls Change
+$34K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$45.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.2M
3
DM
Deerfield Management
New York
+$20.7M
4
CIP
Champlain Investment Partners
Vermont
+$17.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$14.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17.1M
2
CII
CR Intrinsic Investors
Connecticut
-$6.2M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.92M
4
RA
Royce & Associates
New York
-$2.92M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
AlpInvest Partners
Netherlands
$10.1M +$9.98M +576,609 New
SOMRS
27
State of Michigan Retirement System
Michigan
$9.6M +$9.52M +550,000 New
SCA
28
SAC Capital Advisors
Connecticut
$9.49M +$1.82M +104,982 +24%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$9.02M +$8.93M +515,985 +128,996%
PCMI
30
Paradigm Capital Management Inc
New York
$8.84M -$104K -6,000 -1%
PAMP
31
Polar Asset Management Partners
Ontario, Canada
$7.72M +$2.6M +150,000 +51%
GG
32
Gofen & Glossberg
Illinois
$6.27M +$399K +23,076 +7%
RFC
33
Russell Frank Company
Washington
$6.22M +$1.73M +99,867 +39%
Wells Fargo
34
Wells Fargo
California
$5.66M +$3.13M +180,687 +126%
GT
35
Glenmede Trust
Pennsylvania
$5.55M – – –
NC
36
Northpointe Capital
Michigan
$5.07M -$251K -14,480 -5%
EVM
37
Eaton Vance Management
Massachusetts
$4.86M -$16.1K -928 -0.3%
CII
38
CR Intrinsic Investors
Connecticut
$4.8M -$6.2M -358,375 -57%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$4.51M +$3.63M +209,869 +431%
Bank of America
40
Bank of America
North Carolina
$4.38M -$1.52M -87,971 -26%
BC
41
Broadfin Capital
New York
$4.34M – – –
Allianz Asset Management
42
Allianz Asset Management
Germany
$3.85M +$3.81M +220,300 New
TCIM
43
TIAA CREF Investment Management
New York
$3.83M -$38.5K -2,225 -1%
NTCOC
44
Northern Trust Company of Connecticut
Connecticut
$3.67M +$145K +8,400 +4%
VAM
45
Visium Asset Management
New York
$3.5M +$357K +20,654 +11%
NC
46
Nicholas Company
Wisconsin
$3.46M +$341K +19,700 +11%
MSA
47
Mason Street Advisors
Wisconsin
$3.04M +$3.01M +174,180 New
BIM
48
BlackRock Investment Management
Delaware
$2.68M +$183K +10,594 +7%
EAM
49
Eagle Asset Management
Florida
$2.53M +$2.48M +143,193 New
Charles Schwab
50
Charles Schwab
California
$2.43M +$783K +45,248 +48%
1
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GMED Hedge Fund Activity: Q3 2013 in Review

120 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q3 2013, worth a combined $899M — up 36% from $661M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GMED positions and 8 closed out — a net gain of 14 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $45.3M. The largest seller was Goldman Sachs, cutting an estimated $17.1M.

  • 120 institutional investors held Globus Medical (GMED) as of Q3 2013, up from 107 in Q2 2013.
  • Funds reported $899M of Globus Medical stock for Q3 2013, up 36% quarter-over-quarter.
  • 22 funds opened new Globus Medical positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Globus Medical buyer in Q3 2013 was Wellington Management Group, an estimated $45.3M added.
  • The largest Globus Medical seller in Q3 2013 was Goldman Sachs, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2013.