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Globus Medical

273 hedge funds and large institutions have $3.07B invested in Globus Medical in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 102 increasing their positions, 100 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.72% more ownership

Funds ownership: 87.61%93.33% (+5.7%)

2% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 100

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

7% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $16.6M

11% less funds holding

Funds holding: 307273 (-34)

23% less capital invested

Capital invested by funds: $3.97B → $3.07B (-$896M)

44% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 63

Holders
273
Holders Change
-34
Holders Change %
-11.07%
% of All Funds
6.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
102
Reduced
100
Closed
63
Calls
$15.4M
Puts
$16.6M
Net Calls
-$1.19M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
26
Champlain Investment Partners
Vermont
$27.5M +$31.9M +646,350 New
MAMU
27
Marathon Asset Management (UK)
United Kingdom
$27.3M -$1.5M -30,319 -5%
PC
28
Polar Capital
United Kingdom
$26.8M +$31.1M +630,474 New
N
29
Nuveen
North Carolina
$25.6M +$4.33M +87,574 +17%
Charles Schwab
30
Charles Schwab
California
$25.1M +$860K +17,399 +3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$24.9M +$76.3K +1,545 +0.3%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$23.7M +$9.69M +196,203 +54%
JP Morgan Chase
33
JP Morgan Chase
New York
$23.4M +$11M +222,581 +68%
Wells Fargo
34
Wells Fargo
California
$22.7M +$3.16M +63,937 +14%
EIP
35
Epoch Investment Partners
New York
$21.8M +$17.6M +356,112 +226%
PM
36
Pembroke Management
Quebec, Canada
$20.8M +$7.44M +150,538 +45%
Invesco
37
Invesco
Georgia
$20.7M +$2.86M +57,950 +14%
BTW
38
Boston Trust Walden
Massachusetts
$18.8M +$572K +11,580 +3%
FWIA
39
Fort Washington Investment Advisors
Ohio
$17.9M +$1.46M +29,500 +8%
VNIM
40
Vaughan Nelson Investment Management
Texas
$15.5M +$18M +364,280 New
GACM
41
Global Alpha Capital Management
Quebec, Canada
$15.3M +$1.37M +27,800 +8%
Legal & General Group
42
Legal & General Group
United Kingdom
$14.7M +$1.63M +33,022 +13%
BG
43
Bellevue Group
Switzerland
$14.4M +$11.4K +230 +0.1%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$14M +$3.19M +64,597 +24%
Bank of America
45
Bank of America
North Carolina
$14M +$5M +101,133 +45%
EAM
46
Eagle Asset Management
Florida
$11.8M +$5.05M +102,261 +59%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$11.7M -$1.51M -30,500 -10%
Millennium Management
48
Millennium Management
New York
$11.4M -$4.29M -86,926 -24%
SIAP
49
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11.4M +$39.5K +800 +0.3%
AllianceBernstein
50
AllianceBernstein
Tennessee
$11.1M -$247K -4,990 -2%

GMED Hedge Fund Activity: Q1 2020 in Review

273 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2020, worth a combined $3.07B — down 23% from $3.97B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of GMED and 35 opened new positions — a net loss of 28 holders — while 100 trimmed existing stakes and 102 added.

The largest buyer was Nuance Investments, adding an estimated $70M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $24.7M sold.

  • 273 institutional investors held Globus Medical (GMED) as of Q1 2020, down from 307 in Q4 2019.
  • Funds reported $3.07B of Globus Medical stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new Globus Medical positions in Q1 2020 and 63 closed out, a net change of -28 holders.
  • The largest Globus Medical buyer in Q1 2020 was Nuance Investments, an estimated $70M added.
  • The largest Globus Medical seller in Q1 2020 was Balyasny Asset Management, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2020.