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Globus Medical

244 hedge funds and large institutions have $2.11B invested in Globus Medical in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

715% more call options, than puts

Call options by funds: $701K | Put options by funds: $86K

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

7% more capital invested

Capital invested by funds: $1.97B → $2.11B (+$146M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 243244 (+1)

3.84% less ownership

Funds ownership: 92.38%88.54% (-3.8%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
6.08%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
34
Increased
105
Reduced
76
Closed
31
Calls
$701K
Puts
$86K
Net Calls
+$615K
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Anchor Capital Advisors
Massachusetts
$18.4M -$1.13M -36,106 -6%
Bank of America
27
Bank of America
North Carolina
$17.6M -$1.47M -46,803 -8%
AQR Capital Management
28
AQR Capital Management
Connecticut
$17.5M +$12.6M +400,530 +312%
NFA
29
Nationwide Fund Advisors
Ohio
$16.9M +$836K +26,624 +6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$16.6M +$2.7K +86 +0%
AP
31
AHL Partners
United Kingdom
$13.9M +$652K +20,771 +5%
BTW
32
Boston Trust Walden
Massachusetts
$12.6M -$3.63M -115,712 -23%
Principal Financial Group
33
Principal Financial Group
Iowa
$12.2M +$1.48M +47,006 +15%
Ameriprise
34
Ameriprise
Minnesota
$11.2M +$3.21M +102,280 +44%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$10.9M -$647K -20,600 -6%
SBH
36
Segall Bryant & Hamill
Illinois
$10.8M -$94.4K -3,005 -0.9%
Charles Schwab
37
Charles Schwab
California
$10.7M +$988K +31,452 +11%
NI
38
Nuance Investments
Missouri
$8.38M -$17.7M -562,382 -69%
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$8.02M +$657K +20,910 +9%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$7.94M +$2.88M +91,742 +62%
GF
41
Gabelli Funds
New York
$7.66M
Deutsche Bank
42
Deutsche Bank
Germany
$7.54M +$3.31M +105,281 +86%
UBS AM
43
UBS AM
Illinois
$6.85M +$158K +5,021 +2%
Morgan Stanley
44
Morgan Stanley
New York
$6.82M -$3.66M -116,520 -36%
MPAM
45
Monarch Partners Asset Management
Massachusetts
$6.8M +$6.45M +205,245 New
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$6.67M -$910K -28,958 -13%
PVI
47
Pura Vida Investments
New York
$6.63M -$2.69M -85,646 -30%
TCIM
48
TIAA CREF Investment Management
New York
$6.34M +$41.5K +1,322 +0.7%
AIG
49
American International Group
New York
$6.29M +$173K +5,504 +3%
AllianceBernstein
50
AllianceBernstein
Tennessee
$5.94M +$2.17M +69,160 +63%

GMED Hedge Fund Activity: Q2 2017 in Review

244 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2017, worth a combined $2.11B — up 7.4% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GMED positions and 31 closed out — a net gain of 3 holders — while 105 added to existing stakes and 76 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.9M. The largest seller was Wellington Management Group, cutting an estimated $44.1M.

  • 244 institutional investors held Globus Medical (GMED) as of Q2 2017, up from 243 in Q1 2017.
  • Funds reported $2.11B of Globus Medical stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 34 funds opened new Globus Medical positions in Q2 2017 and 31 closed out, a net change of +3 holders.
  • The largest Globus Medical buyer in Q2 2017 was Janus Henderson Group, an estimated $60.9M added.
  • The largest Globus Medical seller in Q2 2017 was Wellington Management Group, an estimated $44.1M sold.

Based on aggregated 13F filings for Q2 2017.