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Globus Medical
GMED

120 hedge funds and large institutions have $899M invested in Globus Medical in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

49% more call options, than puts

Call options by funds: $318K | Put options by funds: $213K

36% more capital invested

Capital invested by funds: $661M → $899M (+$238M)

18.06% more ownership

Funds ownership: 60.73% → 78.79% (+18%)

12% more funds holding

Funds holding: 107 → 120 (+13)

Holders
120
Holders Change
+13
Holders Change %
+12.15%
% of All Funds
3.89%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
55
Reduced
32
Closed
8
Calls
$318K
Puts
$213K
Net Calls
+$105K
Net Calls Change
+$34K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$45.3M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.2M
3
DM
Deerfield Management
New York
+$20.7M
4
CIP
Champlain Investment Partners
Vermont
+$17.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$14.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17.1M
2
CII
CR Intrinsic Investors
Connecticut
-$6.2M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.92M
4
RA
Royce & Associates
New York
-$2.92M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
51
Putnam Investments
Massachusetts
$2.24M -$135K -7,780 -6%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.05M +$91.6K +5,292 +5%
PRCM
53
Pine River Capital Management
Minnesota
$2.02M +$2M +115,618 New
AIS
54
AlphaOne Investment Services
Pennsylvania
$1.92M +$18.1K +1,048 +1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.72M +$53.1K +3,070 +3%
MC
56
Muhlenkamp & Co
Pennsylvania
$1.64M -$40.6K -2,345 -2%
Deutsche Bank
57
Deutsche Bank
Germany
$1.47M +$526K +30,370 +56%
Neuberger Berman Group
58
Neuberger Berman Group
New York
$1.45M -$4.92M -284,303 -77%
NFA
59
Nationwide Fund Advisors
Ohio
$1.43M +$556K +32,116 +65%
TA
60
Teachers Advisors
New York
$1.3M +$49.5K +2,859 +4%
Comerica Bank
61
Comerica Bank
Texas
$1.3M +$71.6K +4,138 +6%
WSFS
62
Wilmington Savings Fund Society
Delaware
$1.29M +$1.28M +73,846 New
Jane Street
63
Jane Street
New York
$1.11M -$564K -32,581 -34%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$1.06M +$1.05M +60,582 New
CBOA
65
Commonwealth Bank of Australia
Australia
$1.03M -$88.3K -5,100 -8%
USAA
66
United Services Automobile Association
Texas
$1.01M – – –
GC
67
Globeflex Capital
California
$999K – – –
EI
68
EAM Investors
California
$997K -$87.6K -5,061 -8%
Morgan Stanley
69
Morgan Stanley
New York
$995K +$212K +12,247 +27%
ZL
70
Zeke LP
Pennsylvania
$969K – – –
Ameriprise
71
Ameriprise
Minnesota
$968K +$13.9K +806 +1%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$947K +$193K +11,170 +26%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$886K +$48.6K +2,809 +6%
American Century Companies
74
American Century Companies
Missouri
$862K +$51.6K +2,980 +6%
FAM
75
Fortaleza Asset Management
Illinois
$844K +$193K +11,177 +30%
1 2
3
4 5

GMED Hedge Fund Activity: Q3 2013 in Review

120 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q3 2013, worth a combined $899M — up 36% from $661M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GMED positions and 8 closed out — a net gain of 14 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $45.3M. The largest seller was Goldman Sachs, cutting an estimated $17.1M.

  • 120 institutional investors held Globus Medical (GMED) as of Q3 2013, up from 107 in Q2 2013.
  • Funds reported $899M of Globus Medical stock for Q3 2013, up 36% quarter-over-quarter.
  • 22 funds opened new Globus Medical positions in Q3 2013 and 8 closed out, a net change of +14 holders.
  • The largest Globus Medical buyer in Q3 2013 was Wellington Management Group, an estimated $45.3M added.
  • The largest Globus Medical seller in Q3 2013 was Goldman Sachs, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2013.