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Globus Medical

244 hedge funds and large institutions have $2.11B invested in Globus Medical in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 76 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

715% more call options, than puts

Call options by funds: $701K | Put options by funds: $86K

38% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 76

7% more capital invested

Capital invested by funds: $1.97B → $2.11B (+$146M)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

0% more funds holding

Funds holding: 243244 (+1)

3.84% less ownership

Funds ownership: 92.38%88.54% (-3.8%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
244
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
6.08%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
34
Increased
105
Reduced
76
Closed
31
Calls
$701K
Puts
$86K
Net Calls
+$615K
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$100K +$1.1K +35 +1%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$99K +$10.4K +330 +12%
HNB
203
Huntington National Bank
Ohio
$84K
IR
204
Invictus RG
Bermuda
$78K +$74.1K +2,359 New
AIM
205
Acrospire Investment Management
Illinois
$72K +$37.7K +1,200 +125%
IDBONY
206
Israel Discount Bank of New York
New York
$60K -$1.73K -55 -3%
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$57K -$24.1K -768 -31%
QI
208
QS Investors
New York
$54K
AssetMark Inc
209
AssetMark Inc
California
$52K
PCM
210
Prelude Capital Management
New York
$43K -$274K -8,725 -87%
Loomis, Sayles & Company
211
Loomis, Sayles & Company
Massachusetts
$40K +$2.48K +79 +7%
JP Morgan Chase
212
JP Morgan Chase
New York
$38K +$5.15K +164 +17%
PAM
213
Paradigm Asset Management
New York
$34.8K -$137K -4,350 -81%
VIA
214
Vantage Investment Advisors
Pennsylvania
$33K +$31.1K +990 New
PAM
215
Panagora Asset Management
Massachusetts
$30K +$28.7K +913 New
FIB
216
First Interstate Bank
Montana
$25K
FHA
217
First Horizon Advisors
Tennessee
$23K
CMBA
218
C.M. Bidwell & Associates
Hawaii
$22K -$105K -3,345 -84%
CG
219
Cutler Group
California
$22K -$49.8K -1,585 -70%
Creative Planning
220
Creative Planning
Kansas
$20K +$942 +30 +5%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$18K -$3.14K -100 -16%
Ohio Public Employees Retirement System (OPERS)
222
Ohio Public Employees Retirement System (OPERS)
Ohio
$17K +$16K +508 New
RFA
223
Reilly Financial Advisors
California
$16K
FMA
224
FNY Managed Accounts
New York
$15K -$5.28K -168 -27%
EA
225
Edge Advisors
Georgia
$13K

GMED Hedge Fund Activity: Q2 2017 in Review

244 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2017, worth a combined $2.11B — up 7.4% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GMED positions and 31 closed out — a net gain of 3 holders — while 105 added to existing stakes and 76 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $60.9M. The largest seller was Wellington Management Group, cutting an estimated $44.1M.

  • 244 institutional investors held Globus Medical (GMED) as of Q2 2017, up from 243 in Q1 2017.
  • Funds reported $2.11B of Globus Medical stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 34 funds opened new Globus Medical positions in Q2 2017 and 31 closed out, a net change of +3 holders.
  • The largest Globus Medical buyer in Q2 2017 was Janus Henderson Group, an estimated $60.9M added.
  • The largest Globus Medical seller in Q2 2017 was Wellington Management Group, an estimated $44.1M sold.

Based on aggregated 13F filings for Q2 2017.