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Globus Medical

364 hedge funds and large institutions have $4.01B invested in Globus Medical in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 128 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.47% more ownership

Funds ownership: 87.87%91.35% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 128

9% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 64

3% less funds holding

Funds holding: 377364 (-13)

15% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $19M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $5.08B → $4.01B (-$1.06B)

Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
6.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
58
Increased
118
Reduced
128
Closed
64
Calls
$16.2M
Puts
$19M
Net Calls
-$2.84M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
26
Boston Trust Walden
Massachusetts
$36.1M +$396K +6,024 +0.9%
PM
27
Pembroke Management
Quebec, Canada
$33.7M -$214K -3,255 -0.5%
Northern Trust
28
Northern Trust
Illinois
$32.6M -$149K -2,264 -0.4%
Charles Schwab
29
Charles Schwab
California
$29.1M -$1.41M -21,443 -4%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$28.8M -$235K -3,577 -0.7%
Fuller & Thaler Asset Management
31
Fuller & Thaler Asset Management
California
$28.5M -$121K -1,835 -0.4%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$27.9M -$25.5M -388,562 -44%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.4M +$5.43M +82,578 +26%
SBH
34
Segall Bryant & Hamill
Illinois
$20.1M +$4.11M +62,462 +21%
Legal & General Group
35
Legal & General Group
United Kingdom
$19.8M +$203K +3,089 +0.9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$19M +$9.53M +144,972 +75%
Principal Financial Group
37
Principal Financial Group
Iowa
$17.5M +$2.86M +43,437 +16%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$16.7M -$3.33M -50,605 -15%
First Trust Advisors
39
First Trust Advisors
Illinois
$16.6M +$6.14M +93,390 +46%
GACM
40
Global Alpha Capital Management
Quebec, Canada
$14.4M -$1.61M -24,500 -9%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$14.4M +$50.4K +767 +0.3%
JP Morgan Chase
42
JP Morgan Chase
New York
$14.2M +$2.83M +43,110 +21%
Swiss National Bank
43
Swiss National Bank
Switzerland
$13.4M +$3.44M +52,400 +28%
N
44
Nuveen
North Carolina
$12.6M -$6.92M -105,236 -32%
FWIA
45
Fort Washington Investment Advisors
Ohio
$12.5M +$2.38M +36,180 +19%
RJA
46
Raymond James & Associates
Florida
$12.4M +$3.44M +52,267 +31%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$12.3M +$1.62M +24,675 +13%
Bank of America
48
Bank of America
North Carolina
$12M -$2.23M -33,876 -14%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$11.8M -$1.31M -19,939 -9%
N
50
Natixis
France
$11.4M +$13.4M +203,320 New

GMED Hedge Fund Activity: Q2 2022 in Review

364 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2022, worth a combined $4.01B — down 21% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of GMED and 58 opened new positions — a net loss of 6 holders — while 128 trimmed existing stakes and 118 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $167M. The largest seller was RTW Investments, cutting an estimated $36.9M.

  • 364 institutional investors held Globus Medical (GMED) as of Q2 2022, down from 377 in Q1 2022.
  • Funds reported $4.01B of Globus Medical stock for Q2 2022, down 21% quarter-over-quarter.
  • 58 funds opened new Globus Medical positions in Q2 2022 and 64 closed out, a net change of -6 holders.
  • The largest Globus Medical buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $167M added.
  • The largest Globus Medical seller in Q2 2022 was RTW Investments, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2022.