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Globus Medical

290 hedge funds and large institutions have $3.27B invested in Globus Medical in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 102 increasing their positions, 94 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

33% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $3.08B → $3.27B (+$191M)

4% more funds holding

Funds holding: 279290 (+11)

1.77% more ownership

Funds ownership: 85.45%87.22% (+1.8%)

9% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 94

48% less call options, than puts

Call options by funds: $12.1M | Put options by funds: $23.1M

Holders
290
Holders Change
+11
Holders Change %
+3.94%
% of All Funds
6.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
48
Increased
102
Reduced
94
Closed
36
Calls
$12.1M
Puts
$23.1M
Net Calls
-$11M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$464M +$62.1M +1,190,681 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M +$25M +479,584 +8%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$289M -$55.4M -1,061,984 -16%
State Street
4
State Street
Massachusetts
$126M +$3.43M +65,861 +3%
AQR Capital Management
5
AQR Capital Management
Connecticut
$112M +$48.1M +922,160 +71%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$82.2M -$611K -11,722 -0.7%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$70.7M -$71.1M -1,363,895 -49%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$69.9M -$18.2M -348,181 -20%
Victory Capital Management
9
Victory Capital Management
Texas
$67.4M +$11.6M +221,613 +20%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.2M +$58.6M +1,124,534 +672%
VBA
11
Van Berkom & Associates
Quebec, Canada
$63.7M -$6.48M -124,218 -9%
GKIM
12
GW&K Investment Management
Massachusetts
$60.4M -$427K -8,180 -0.7%
Aberdeen Group
13
Aberdeen Group
United Kingdom
$60.3M -$1.89M -36,331 -3%
Northern Trust
14
Northern Trust
Illinois
$60.1M +$1.73M +33,264 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$56.4M -$8.49M -162,879 -13%
Norges Bank
16
Norges Bank
Norway
$51.1M
Axa
17
Axa
France
$50.8M +$1.16M +22,192 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$46.8M +$48.4M +927,582 New
FCH
19
Freestone Capital Holdings
Washington
$43.3M +$57.4K +1,100 New
Renaissance Technologies
20
Renaissance Technologies
New York
$43.1M +$18.3M +351,100 +70%
ORI
21
Oak Ridge Investments
Illinois
$41.7M -$3.43M -65,811 -7%
PCMI
22
Paradigm Capital Management Inc
New York
$37.1M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$36.7M +$5.6M +107,406 +17%
MAMU
24
Marathon Asset Management (UK)
United Kingdom
$33.5M +$80K +1,534 +0.2%
NIMC
25
NWQ Investment Management Company
California
$29.1M -$13M -249,034 -30%

GMED Hedge Fund Activity: Q2 2018 in Review

290 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2018, worth a combined $3.27B — up 6.2% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GMED positions and 36 closed out — a net gain of 12 holders — while 102 added to existing stakes and 94 trimmed.

The largest buyer was BlackRock, adding an estimated $62.1M. The largest seller was Janus Henderson Group, cutting an estimated $71.1M.

  • 290 institutional investors held Globus Medical (GMED) as of Q2 2018, up from 279 in Q1 2018.
  • Funds reported $3.27B of Globus Medical stock for Q2 2018, up 6.2% quarter-over-quarter.
  • 48 funds opened new Globus Medical positions in Q2 2018 and 36 closed out, a net change of +12 holders.
  • The largest Globus Medical buyer in Q2 2018 was BlackRock, an estimated $62.1M added.
  • The largest Globus Medical seller in Q2 2018 was Janus Henderson Group, an estimated $71.1M sold.

Based on aggregated 13F filings for Q2 2018.