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Globus Medical

137 hedge funds and large institutions have $1.05B invested in Globus Medical in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

61% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 36

17% more capital invested

Capital invested by funds: $899M → $1.05B (+$149M)

14% more funds holding

Funds holding: 120137 (+17)

0.57% more ownership

Funds ownership: 78.79%79.36% (+0.57%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $79K

Holders
137
Holders Change
+17
Holders Change %
+14.17%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
31
Increased
58
Reduced
36
Closed
14
Calls
Puts
$79K
Net Calls
-$79K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$118M +$2.8M +150,874 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$70.6M +$6.31M +339,741 +11%
RIM
3
RS Investment Management
California
$49M -$5.11M -275,280 -10%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$38.2M +$6.39M +344,145 +22%
ORI
5
Oak Ridge Investments
Illinois
$38.2M +$4.55M +245,068 +15%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$35.6M -$196K -10,550 -0.6%
DM
7
Deerfield Management
New York
$34.2M +$9.22M +496,707 +41%
CIP
8
Champlain Investment Partners
Vermont
$33M +$11.7M +630,795 +63%
CAM
9
Cortina Asset Management
Wisconsin
$32.5M +$552K +29,754 +2%
BFA
10
BlackRock Fund Advisors
California
$29.2M -$4.54M -244,314 -14%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$28.9M +$11.8M +634,652 +80%
TCM
12
TimesSquare Capital Management
New York
$26.7M -$1.1M -59,300 -4%
BIT
13
BlackRock Institutional Trust
California
$26.5M +$9.05M +487,725 +59%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$23.6M +$2.23M +119,973 +11%
RG
15
Redmile Group
California
$21.9M +$6.51M +350,537 +48%
CIP
16
Chartwell Investment Partners
Pennsylvania
$20.8M +$428K +23,070 +2%
William Blair & Company
17
William Blair & Company
Illinois
$20.6M +$2.9M +156,130 +18%
SCA
18
SAC Capital Advisors
Connecticut
$20.5M +$8.77M +472,524 +87%
State Street
19
State Street
Massachusetts
$19M +$1.42M +76,334 +9%
Goldman Sachs
20
Goldman Sachs
New York
$18.4M -$110M -5,912,045 -87%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$18.2M +$16.7M +901,379 +135,342%
Northern Trust
22
Northern Trust
Illinois
$15.7M +$591K +31,849 +4%
FMA
23
Fiduciary Management Associates
Illinois
$15.5M +$14.2M +765,700 New
CCM
24
Century Capital Management
Massachusetts
$14.2M -$2.23M -120,332 -15%
PCMI
25
Paradigm Capital Management Inc
New York
$13.5M +$3.04M +163,700 +32%

GMED Hedge Fund Activity: Q4 2013 in Review

137 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2013, worth a combined $1.05B — up 17% from $899M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GMED positions and 14 closed out — a net gain of 17 holders — while 58 added to existing stakes and 36 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $16.7M. The largest seller was Goldman Sachs, cutting an estimated $110M.

  • 137 institutional investors held Globus Medical (GMED) as of Q4 2013, up from 120 in Q3 2013.
  • Funds reported $1.05B of Globus Medical stock for Q4 2013, up 17% quarter-over-quarter.
  • 31 funds opened new Globus Medical positions in Q4 2013 and 14 closed out, a net change of +17 holders.
  • The largest Globus Medical buyer in Q4 2013 was Loomis, Sayles & Company, an estimated $16.7M added.
  • The largest Globus Medical seller in Q4 2013 was Goldman Sachs, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2013.