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Globus Medical

279 hedge funds and large institutions have $3.08B invested in Globus Medical in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $4.9M

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

18% more capital invested

Capital invested by funds: $2.6B → $3.08B (+$477M)

6% more funds holding

Funds holding: 263279 (+16)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.92% less ownership

Funds ownership: 87.37%85.45% (-1.9%)

18% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 103

Holders
279
Holders Change
+16
Holders Change %
+6.08%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
53
Increased
84
Reduced
103
Closed
35
Calls
$41.4M
Puts
$4.9M
Net Calls
+$36.5M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$399M +$9.94M +211,428 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$338M +$3.79M +80,578 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$301M +$4.39M +93,403 +2%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$138M -$33.5M -712,060 -20%
State Street
5
State Street
Massachusetts
$121M -$3.46M -73,540 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.4M -$700K -14,883 -0.9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$81.7M -$10.1M -215,786 -12%
VBA
8
Van Berkom & Associates
Quebec, Canada
$69M -$6.18M -131,416 -9%
AQR Capital Management
9
AQR Capital Management
Connecticut
$64.9M +$11.8M +251,639 +24%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$63.8M -$982K -20,901 -2%
Aberdeen Group
11
Aberdeen Group
United Kingdom
$61.4M -$23.1M -491,315 -29%
GKIM
12
GW&K Investment Management
Massachusetts
$60M -$4.02M -85,525 -7%
Northern Trust
13
Northern Trust
Illinois
$57.6M -$468K -9,953 -0.9%
Victory Capital Management
14
Victory Capital Management
Texas
$55.5M +$52M +1,106,030 +13,909%
Norges Bank
15
Norges Bank
Norway
$50.5M +$2.31M +49,140 +5%
Axa
16
Axa
France
$49.1M +$2.59M +55,191 +6%
ORI
17
Oak Ridge Investments
Illinois
$44.5M -$2.6M -55,365 -6%
NIMC
18
NWQ Investment Management Company
California
$41.1M -$19.7M -420,033 -34%
PCMI
19
Paradigm Capital Management Inc
New York
$36.6M
MAMU
20
Marathon Asset Management (UK)
United Kingdom
$33M -$5.13M -109,243 -14%
Goldman Sachs
21
Goldman Sachs
New York
$32.4M +$12.6M +268,965 +71%
GT
22
Glenmede Trust
Pennsylvania
$31M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$30.9M +$1.01M +21,577 +4%
Wells Fargo
24
Wells Fargo
California
$29.4M -$4.02M -85,446 -13%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$27.8M +$4.9M +104,195 +23%

GMED Hedge Fund Activity: Q1 2018 in Review

279 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2018, worth a combined $3.08B — up 18% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GMED positions and 35 closed out — a net gain of 18 holders — while 84 added to existing stakes and 103 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $52M. The largest seller was Janus Henderson Group, cutting an estimated $33.5M.

  • 279 institutional investors held Globus Medical (GMED) as of Q1 2018, up from 263 in Q4 2017.
  • Funds reported $3.08B of Globus Medical stock for Q1 2018, up 18% quarter-over-quarter.
  • 53 funds opened new Globus Medical positions in Q1 2018 and 35 closed out, a net change of +18 holders.
  • The largest Globus Medical buyer in Q1 2018 was Victory Capital Management, an estimated $52M added.
  • The largest Globus Medical seller in Q1 2018 was Janus Henderson Group, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2018.