We are live on ! Find out more
GMED icon

Globus Medical

307 hedge funds and large institutions have $3.97B invested in Globus Medical in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 19

17% more capital invested

Capital invested by funds: $3.4B → $3.97B (+$567M)

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

15% more funds holding

Funds holding: 268307 (+39)

1.27% less ownership

Funds ownership: 88.88%87.61% (-1.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

24% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $17.9M

Holders
307
Holders Change
+39
Holders Change %
+14.55%
% of All Funds
6.05%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
65
Increased
108
Reduced
94
Closed
19
Calls
$13.6M
Puts
$17.9M
Net Calls
-$4.27M
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$12.5M +$5.94M +109,422 +106%
VIA
52
Vident Investment Advisory
Georgia
$12.5M -$1.5M -27,705 -12%
GF
53
Gabelli Funds
New York
$12.1M -$326K -6,000 -3%
Morgan Stanley
54
Morgan Stanley
New York
$11.6M +$7.28M +134,160 +215%
AIG
55
American International Group
New York
$11.5M +$62.5K +1,152 +0.6%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$10.6M +$9.32M +171,700 +2,069%
EAM
57
Eagle Asset Management
Florida
$10.2M +$213K +3,917 +2%
UBS Group
58
UBS Group
Switzerland
$9.93M +$2.51M +46,190 +38%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$9.7M -$420K -7,728 -4%
MPM
60
Meritage Portfolio Management
Kansas
$9.51M -$57.9K -1,066 -0.7%
EIP
61
Epoch Investment Partners
New York
$9.28M -$1.48M -27,195 -15%
Truist Financial
62
Truist Financial
North Carolina
$9.25M +$8.53M +157,144 New
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$9.14M +$4.81M +88,578 +133%
MAM
64
Martingale Asset Management
Massachusetts
$9.09M +$109 +2 +0%
MAM
65
Madison Asset Management
Wisconsin
$8.98M +$8.28M +152,513 New
Prudential Financial
66
Prudential Financial
New Jersey
$8.95M +$5.4M +99,526 +190%
Swiss National Bank
67
Swiss National Bank
Switzerland
$8.64M +$147K +2,700 +2%
CS
68
Credit Suisse
Switzerland
$8.58M +$1.94M +35,687 +32%
MOACM
69
Mutual of America Capital Management
New York
$8.56M +$67.2K +1,237 +0.9%
SBH
70
Segall Bryant & Hamill
Illinois
$8.17M -$1.22M -22,435 -14%
ZCA
71
Zeke Capital Advisors
Pennsylvania
$7.98M -$539K -9,920 -7%
UBS AM
72
UBS AM
Illinois
$7.83M -$1.3M -23,938 -15%
NI
73
Nuance Investments
Missouri
$7.64M -$40M -736,241 -85%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$6.84M -$127K -2,346 -2%
PPA
75
Parametric Portfolio Associates
Washington
$6.66M +$630K +11,604 +11%

GMED Hedge Fund Activity: Q4 2019 in Review

307 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2019, worth a combined $3.97B — up 17% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new GMED positions and 19 closed out — a net gain of 46 holders — while 108 added to existing stakes and 94 trimmed.

The largest buyer was Axa, adding an estimated $24.1M. The largest seller was Ninety One (UK), exiting entirely with an estimated $73.1M sold.

  • 307 institutional investors held Globus Medical (GMED) as of Q4 2019, up from 268 in Q3 2019.
  • Funds reported $3.97B of Globus Medical stock for Q4 2019, up 17% quarter-over-quarter.
  • 65 funds opened new Globus Medical positions in Q4 2019 and 19 closed out, a net change of +46 holders.
  • The largest Globus Medical buyer in Q4 2019 was Axa, an estimated $24.1M added.
  • The largest Globus Medical seller in Q4 2019 was Ninety One (UK), an estimated $73.1M sold.

Based on aggregated 13F filings for Q4 2019.