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Globus Medical

207 hedge funds and large institutions have $1.65B invested in Globus Medical in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $615K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.46B → $1.65B (+$184M)

6% more funds holding

Funds holding: 196207 (+11)

1.62% more ownership

Funds ownership: 90.72%92.33% (+1.6%)

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

Holders
207
Holders Change
+11
Holders Change %
+5.61%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
56
Increased
63
Reduced
62
Closed
43
Calls
$4.27M
Puts
$615K
Net Calls
+$3.65M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$14.8M +$2.83M +124,591 +26%
ACA
27
Anchor Capital Advisors
Massachusetts
$14.8M +$12.4M +543,851 +1,050%
Axa
28
Axa
France
$14.2M +$13M +573,786 New
KI
29
Kalmar Investments
Delaware
$13.6M -$11.1M -488,174 -47%
Marshall Wace
30
Marshall Wace
United Kingdom
$13.5M +$11.9M +522,870 +2,449%
BTW
31
Boston Trust Walden
Massachusetts
$13M -$385K -16,952 -3%
Bank of America
32
Bank of America
North Carolina
$12.2M +$336K +14,796 +3%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$11.9M +$10.9M +480,014 New
BIM
34
BlackRock Investment Management
Delaware
$11.7M +$4.74M +208,666 +79%
NFA
35
Nationwide Fund Advisors
Ohio
$11.6M +$2.82M +124,158 +36%
HM
36
HealthCor Management
New York
$11.2M +$10.2M +450,000 New
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$11M +$10.1M +445,000 New
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$10.3M +$9.42M +414,380 New
Morgan Stanley
39
Morgan Stanley
New York
$9.22M +$3.32M +146,048 +65%
SBH
40
Segall Bryant & Hamill
Illinois
$9.16M -$3.03M -133,500 -27%
Principal Financial Group
41
Principal Financial Group
Iowa
$7.58M +$6.6M +290,264 +1,893%
Charles Schwab
42
Charles Schwab
California
$6.87M +$325K +14,304 +5%
MAMU
43
Marathon Asset Management (UK)
United Kingdom
$6.41M -$48.2K -2,123 -0.8%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$6.07M -$902K -39,708 -14%
GF
45
Gabelli Funds
New York
$5.72M +$829K +36,500 +19%
Ameriprise
46
Ameriprise
Minnesota
$5.25M -$19.8M -869,494 -80%
N
47
Nuveen
North Carolina
$5.13M +$4.7M +206,959 New
PVI
48
Pura Vida Investments
New York
$4.96M +$4.54M +200,000 New
TCIM
49
TIAA CREF Investment Management
New York
$4.94M -$345K -15,169 -7%
Goldman Sachs
50
Goldman Sachs
New York
$4.74M -$348K -15,320 -7%

GMED Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2016, worth a combined $1.65B — up 13% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new GMED positions and 43 closed out — a net gain of 13 holders — while 63 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $52.1M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $34.9M sold.

  • 207 institutional investors held Globus Medical (GMED) as of Q4 2016, up from 196 in Q3 2016.
  • Funds reported $1.65B of Globus Medical stock for Q4 2016, up 13% quarter-over-quarter.
  • 56 funds opened new Globus Medical positions in Q4 2016 and 43 closed out, a net change of +13 holders.
  • The largest Globus Medical buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $52.1M added.
  • The largest Globus Medical seller in Q4 2016 was TimesSquare Capital Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2016.