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Globus Medical

243 hedge funds and large institutions have $1.97B invested in Globus Medical in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $3.56M | Put options by funds: $902K

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

19% more capital invested

Capital invested by funds: $1.65B → $1.97B (+$321M)

17% more funds holding

Funds holding: 207243 (+36)

0.05% more ownership

Funds ownership: 92.33%92.38% (+0.05%)

9% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 88

Holders
243
Holders Change
+36
Holders Change %
+17.39%
% of All Funds
6.05%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
59
Increased
80
Reduced
88
Closed
16
Calls
$3.56M
Puts
$902K
Net Calls
+$2.66M
Net Calls Change
-$993K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$17.2M -$397K -14,542 -2%
Bank of America
27
Bank of America
North Carolina
$17.1M +$2.35M +86,033 +17%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$14.8M +$545K +19,986 +4%
BTW
29
Boston Trust Walden
Massachusetts
$14.7M -$761K -27,867 -5%
NFA
30
Nationwide Fund Advisors
Ohio
$14.3M +$407K +14,926 +3%
N
31
Nuveen
North Carolina
$13.9M +$7.17M +262,882 +127%
SAM
32
Senzar Asset Management
New York
$13.2M +$12.2M +447,100 New
Citadel Advisors
33
Citadel Advisors
Florida
$12.2M +$10.8M +396,496 +2,431%
BJCM
34
Blue Jay Capital Management
California
$11.8M +$10.9M +400,000 New
AP
35
AHL Partners
United Kingdom
$11.8M +$7.8M +285,935 +257%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$11.5M -$701K -25,680 -6%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$10.2M -$2.63M -96,500 -22%
SBH
38
Segall Bryant & Hamill
Illinois
$9.71M -$1.14M -41,764 -11%
Morgan Stanley
39
Morgan Stanley
New York
$9.54M -$1.35M -49,348 -13%
Principal Financial Group
40
Principal Financial Group
Iowa
$9.5M +$412K +15,082 +5%
DM
41
Deerfield Management
New York
$9.12M -$19.9M -728,000 -70%
Charles Schwab
42
Charles Schwab
California
$8.66M +$423K +15,501 +6%
PVI
43
Pura Vida Investments
New York
$8.46M +$2.34M +85,646 +43%
MAMU
44
Marathon Asset Management (UK)
United Kingdom
$7.92M +$245K +8,969 +3%
Ameriprise
45
Ameriprise
Minnesota
$6.95M +$613K +22,468 +11%
GF
46
Gabelli Funds
New York
$6.84M +$13.6K +500 +0.2%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$6.82M -$393K -14,404 -6%
Kayne Anderson Rudnick Investment Management
48
Kayne Anderson Rudnick Investment Management
California
$6.55M +$1.13M +41,284 +23%
MWNA
49
Marshall Wace North America
New York
$6.46M +$5.88M +215,414 New
Two Sigma Investments
50
Two Sigma Investments
New York
$6.18M +$2.52M +92,478 +79%

GMED Hedge Fund Activity: Q1 2017 in Review

243 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2017, worth a combined $1.97B — up 19% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GMED positions and 16 closed out — a net gain of 43 holders — while 80 added to existing stakes and 88 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Janus Henderson Investors US, cutting an estimated $35M.

  • 243 institutional investors held Globus Medical (GMED) as of Q1 2017, up from 207 in Q4 2016.
  • Funds reported $1.97B of Globus Medical stock for Q1 2017, up 19% quarter-over-quarter.
  • 59 funds opened new Globus Medical positions in Q1 2017 and 16 closed out, a net change of +43 holders.
  • The largest Globus Medical buyer in Q1 2017 was BlackRock, an estimated $201M added.
  • The largest Globus Medical seller in Q1 2017 was Janus Henderson Investors US, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2017.