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Globus Medical

191 hedge funds and large institutions have $1.85B invested in Globus Medical in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,696% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $137K

35% more capital invested

Capital invested by funds: $1.37B → $1.85B (+$479M)

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 182191 (+9)

0.13% more ownership

Funds ownership: 93.82%93.95% (+0.13%)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

Holders
191
Holders Change
+9
Holders Change %
+4.95%
% of All Funds
5.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
38
Increased
59
Reduced
70
Closed
29
Calls
$2.46M
Puts
$137K
Net Calls
+$2.32M
Net Calls Change
+$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$201M +$18.7M +744,147 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$3.49M +139,123 +3%
SFM
3
Systematic Financial Management
New Jersey
$110M -$4.76M -189,557 -5%
ORI
4
Oak Ridge Investments
Illinois
$79M -$263K -10,464 -0.4%
TCM
5
TimesSquare Capital Management
New York
$58.9M -$85.4K -3,400 -0.2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$57.5M -$3.56M -141,922 -6%
VBA
7
Van Berkom & Associates
Quebec, Canada
$56.7M +$1.61M +64,242 +3%
BFA
8
BlackRock Fund Advisors
California
$52.7M +$2.27M +90,304 +5%
KI
9
Kalmar Investments
Delaware
$49.5M -$1.74M -69,492 -4%
BIT
10
BlackRock Institutional Trust
California
$48.3M +$1.46M +58,159 +3%
Invesco
11
Invesco
Georgia
$44.9M +$127K +5,051 +0.3%
CIP
12
Champlain Investment Partners
Vermont
$44.5M -$4.84M -192,791 -11%
GKIM
13
GW&K Investment Management
Massachusetts
$42.7M -$1.06M -42,052 -3%
Select Equity Group
14
Select Equity Group
New York
$42.5M +$38.4M +1,529,433 New
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$40.3M +$1.26M +50,004 +4%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$37.9M -$1.02M -40,687 -3%
GT
17
Glenmede Trust
Pennsylvania
$37.6M +$957K +38,112 +3%
Ameriprise
18
Ameriprise
Minnesota
$32.2M -$4.46M -177,610 -13%
Northern Trust
19
Northern Trust
Illinois
$31.8M +$71.3K +2,838 +0.2%
State Street
20
State Street
Massachusetts
$31.5M +$748K +29,787 +3%
JHIU
21
Janus Henderson Investors US
Colorado
$28.3M +$25.6M +1,018,356 New
SBH
22
Segall Bryant & Hamill
Illinois
$27.9M -$979K -38,992 -4%
PCMI
23
Paradigm Capital Management Inc
New York
$26.4M +$899K +35,800 +4%
NAP
24
New Amsterdam Partners
New York
$25.2M +$6.93M +275,857 +44%
FMA
25
Fiduciary Management Associates
Illinois
$25.2M +$1.55M +61,600 +7%

GMED Hedge Fund Activity: Q4 2015 in Review

191 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2015, worth a combined $1.85B — up 35% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new GMED positions and 29 closed out — a net gain of 9 holders — while 59 added to existing stakes and 70 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $38.4M. The largest seller was Marshall Wace, exiting entirely with an estimated $12.4M sold.

  • 191 institutional investors held Globus Medical (GMED) as of Q4 2015, up from 182 in Q3 2015.
  • Funds reported $1.85B of Globus Medical stock for Q4 2015, up 35% quarter-over-quarter.
  • 38 funds opened new Globus Medical positions in Q4 2015 and 29 closed out, a net change of +9 holders.
  • The largest Globus Medical buyer in Q4 2015 was Select Equity Group, an estimated $38.4M added.
  • The largest Globus Medical seller in Q4 2015 was Marshall Wace, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2015.