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Globus Medical

253 hedge funds and large institutions have $2.04B invested in Globus Medical in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,618% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $722K

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

29% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 77

6.74% more ownership

Funds ownership: 88.54%95.28% (+6.7%)

4% more funds holding

Funds holding: 244253 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.11B → $2.04B (-$69.3M)

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
99
Reduced
77
Closed
26
Calls
$12.4M
Puts
$722K
Net Calls
+$11.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$227M +$5.84M +191,234 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$201M +$44.3M +1,449,565 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$174M +$4.45M +145,627 +3%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$94.6M +$15.2M +498,187 +19%
State Street
5
State Street
Massachusetts
$72.6M +$1.97M +64,584 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$70.6M -$7.6M -248,942 -9%
Aberdeen Group
7
Aberdeen Group
United Kingdom
$63.2M +$64.9M +2,124,515 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.8M +$978K +32,034 +2%
VBA
9
Van Berkom & Associates
Quebec, Canada
$54.8M -$4.09M -133,959 -7%
GKIM
10
GW&K Investment Management
Massachusetts
$42.8M -$146K -4,794 -0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.7M +$2.35M +77,046 +6%
ORI
12
Oak Ridge Investments
Illinois
$39M -$11.6M -379,841 -22%
GT
13
Glenmede Trust
Pennsylvania
$37M -$7.37M -241,461 -16%
Northern Trust
14
Northern Trust
Illinois
$36.2M -$736K -24,095 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$35.8M +$29.9M +977,703 +430%
AQR Capital Management
16
AQR Capital Management
Connecticut
$31.4M +$16.1M +526,721 +100%
Norges Bank
17
Norges Bank
Norway
$30.8M +$3.64M +119,318 +13%
NIMC
18
NWQ Investment Management Company
California
$25.9M +$26.6M +869,985 New
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.5M -$3.95M -129,214 -14%
American Century Companies
20
American Century Companies
Missouri
$24.1M +$24.8M +811,779 New
NI
21
Nuance Investments
Missouri
$23.1M +$16M +524,248 +207%
MAMU
22
Marathon Asset Management (UK)
United Kingdom
$22.6M -$427K -14,000 -2%
Axa
23
Axa
France
$22.4M +$2.35M +76,925 +11%
Bank of America
24
Bank of America
North Carolina
$22M +$6.35M +208,074 +39%
PCMI
25
Paradigm Capital Management Inc
New York
$22M -$1.44M -47,100 -6%

GMED Hedge Fund Activity: Q3 2017 in Review

253 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q3 2017, worth a combined $2.04B — down 3.3% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new GMED positions and 26 closed out — a net gain of 13 holders — while 99 added to existing stakes and 77 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $44.3M. The largest seller was Consonance Capital Management, cutting an estimated $69.6M.

  • 253 institutional investors held Globus Medical (GMED) as of Q3 2017, up from 244 in Q2 2017.
  • Funds reported $2.04B of Globus Medical stock for Q3 2017, down 3.3% quarter-over-quarter.
  • 39 funds opened new Globus Medical positions in Q3 2017 and 26 closed out, a net change of +13 holders.
  • The largest Globus Medical buyer in Q3 2017 was Wellington Management Group, an estimated $44.3M added.
  • The largest Globus Medical seller in Q3 2017 was Consonance Capital Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q3 2017.