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Globus Medical

207 hedge funds and large institutions have $1.65B invested in Globus Medical in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more call options, than puts

Call options by funds: $4.27M | Put options by funds: $615K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

30% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 43

13% more capital invested

Capital invested by funds: $1.46B → $1.65B (+$184M)

6% more funds holding

Funds holding: 196207 (+11)

1.62% more ownership

Funds ownership: 90.72%92.33% (+1.6%)

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

Holders
207
Holders Change
+11
Holders Change %
+5.61%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
56
Increased
63
Reduced
62
Closed
43
Calls
$4.27M
Puts
$615K
Net Calls
+$3.65M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
176
Advisors Asset Management
Colorado
$42K +$38.6K +1,700 New
AssetMark Inc
177
AssetMark Inc
California
$39K
DADC
178
D.A. Davidson & Co
Montana
$38K -$3.41K -150 -9%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$30K
JP Morgan Chase
180
JP Morgan Chase
New York
$22K -$64.2K -2,823 -76%
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$8.52K +375 +72%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$22K +$20.1K +884 New
FIB
183
First Interstate Bank
Montana
$19K
GS
184
GAM Systematic
United Kingdom
$18K -$291K -12,807 -95%
FHA
185
First Horizon Advisors
Tennessee
$18K
PCM
186
Prelude Capital Management
New York
$15K -$27.3K -1,200 -67%
BIG
187
Bellwether Investment Group
Tennessee
$14K +$12.9K +566 New
CG
188
Cutler Group
California
$11K -$414K -18,222 -97%
Fuller & Thaler Asset Management
189
Fuller & Thaler Asset Management
California
$11K
IA
190
IFP Advisors
Florida
$11K
Creative Planning
191
Creative Planning
Kansas
$10K +$2.25K +99 +31%
EA
192
Edge Advisors
Georgia
$10K +$9.79K +431 New
FPFS
193
First Personal Financial Services
North Carolina
$9K -$3.29K -145 -29%
BWP
194
Baldwin Wealth Partners
Massachusetts
$9K
FAN
195
Financial Advisors Network
California
$8.42K +$7.34K +323 New
Loomis, Sayles & Company
196
Loomis, Sayles & Company
Massachusetts
$6K
PA
197
Parallel Advisors
California
$5K +$4.91K +216 New
NC
198
Nicholas Company
Wisconsin
$4K -$2.31M -101,550 -100%
GWM
199
Geneos Wealth Management
Colorado
$4K -$6.82K -300 -60%
WCBA
200
Weaver C. Barksdale & Associates
Tennessee
$4K +$3.43K +151 New

GMED Hedge Fund Activity: Q4 2016 in Review

207 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2016, worth a combined $1.65B — up 13% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new GMED positions and 43 closed out — a net gain of 13 holders — while 63 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $52.1M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $34.9M sold.

  • 207 institutional investors held Globus Medical (GMED) as of Q4 2016, up from 196 in Q3 2016.
  • Funds reported $1.65B of Globus Medical stock for Q4 2016, up 13% quarter-over-quarter.
  • 56 funds opened new Globus Medical positions in Q4 2016 and 43 closed out, a net change of +13 holders.
  • The largest Globus Medical buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $52.1M added.
  • The largest Globus Medical seller in Q4 2016 was TimesSquare Capital Management, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2016.