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Globus Medical

184 hedge funds and large institutions have $1.46B invested in Globus Medical in 2014 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

29% more capital invested

Capital invested by funds: $1.13B → $1.46B (+$324M)

11% more funds holding

Funds holding: 166184 (+18)

5.05% more ownership

Funds ownership: 82.04%87.09% (+5.1%)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

76% less call options, than puts

Call options by funds: $859K | Put options by funds: $3.57M

Holders
184
Holders Change
+18
Holders Change %
+10.84%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
42
Increased
57
Reduced
61
Closed
21
Calls
$859K
Puts
$3.57M
Net Calls
-$2.71M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
76
Gofen & Glossberg
Illinois
$3.19M
Prudential Financial
77
Prudential Financial
New Jersey
$3.17M -$850K -38,400 -22%
Bank of America
78
Bank of America
North Carolina
$3.12M -$342K -15,450 -11%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$2.91M +$22.6K +1,019 +0.8%
Marshall Wace
80
Marshall Wace
United Kingdom
$2.88M -$3.72M -168,094 -58%
California Public Employees Retirement System
81
California Public Employees Retirement System
California
$2.88M +$90.7K +4,097 +4%
AllianceBernstein
82
AllianceBernstein
Tennessee
$2.81M
PPA
83
Parametric Portfolio Associates
Washington
$2.73M +$438K +19,778 +21%
CS
84
Credit Suisse
Switzerland
$2.4M -$21.5K -970 -1%
FL
85
Fort LP
Maryland
$2.4M +$2.24M +101,017 New
HHC
86
Hutchin Hill Capital
New York
$2.37M +$2.21M +99,800 New
NFA
87
Nationwide Fund Advisors
Ohio
$2.37M +$31.1K +1,406 +1%
Comerica Bank
88
Comerica Bank
Texas
$2.29M +$1,000K +45,160 +88%
GWCM
89
Godshalk Welsh Capital Management
Pennsylvania
$2.26M +$2.11M +95,214 New
Citadel Advisors
90
Citadel Advisors
Florida
$2.24M +$393K +17,755 +23%
NIP
91
Nicholas Investment Partners
California
$2.1M -$1.28M -57,686 -40%
PI
92
Putnam Investments
Massachusetts
$1.99M -$10.4K -472 -0.6%
N
93
Nuveen
North Carolina
$1.77M +$280K +12,634 +20%
SGH
94
Sivik Global Healthcare
Connecticut
$1.71M +$1.59M +71,900 New
RJA
95
Raymond James & Associates
Florida
$1.65M +$1.54M +69,376 New
WBC
96
Westpac Banking Corp
Australia
$1.52M +$1.41M +63,900 New
CIA
97
Capital Impact Advisors
Massachusetts
$1.5M
SCM
98
Sterling Capital Management
North Carolina
$1.47M -$812K -36,683 -37%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$1.41M
GC
100
Globeflex Capital
California
$1.39M

GMED Hedge Fund Activity: Q4 2014 in Review

184 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2014, worth a combined $1.46B — up 29% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new GMED positions and 21 closed out — a net gain of 21 holders — while 57 added to existing stakes and 61 trimmed.

The largest buyer was Kalmar Investments, opening a new position worth an estimated $43M. The largest seller was Deerfield Management, exiting entirely with an estimated $25.1M sold.

  • 184 institutional investors held Globus Medical (GMED) as of Q4 2014, up from 166 in Q3 2014.
  • Funds reported $1.46B of Globus Medical stock for Q4 2014, up 29% quarter-over-quarter.
  • 42 funds opened new Globus Medical positions in Q4 2014 and 21 closed out, a net change of +21 holders.
  • The largest Globus Medical buyer in Q4 2014 was Kalmar Investments, an estimated $43M added.
  • The largest Globus Medical seller in Q4 2014 was Deerfield Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q4 2014.