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Globus Medical

268 hedge funds and large institutions have $3.4B invested in Globus Medical in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

47% more call options, than puts

Call options by funds: $6.84M | Put options by funds: $4.66M

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

18% more capital invested

Capital invested by funds: $2.88B → $3.4B (+$527M)

3% more funds holding

Funds holding: 259268 (+9)

0.07% more ownership

Funds ownership: 88.81%88.88% (+0.07%)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
268
Holders Change
+9
Holders Change %
+3.47%
% of All Funds
5.88%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
45
Increased
87
Reduced
91
Closed
35
Calls
$6.84M
Puts
$4.66M
Net Calls
+$2.18M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$481M -$10.9M -228,100 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M +$3.17M +66,627 +0.9%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$368M +$48.2M +1,011,119 +16%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$203M -$19M -398,611 -9%
State Street
5
State Street
Massachusetts
$131M -$2.97M -62,382 -2%
AQR Capital Management
6
AQR Capital Management
Connecticut
$76M -$24.2M -508,409 -25%
GKIM
7
GW&K Investment Management
Massachusetts
$74M +$18M +378,211 +35%
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$73.1M +$3.14M +65,938 +5%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.4M +$2.82M +59,120 +4%
CCM
10
Consonance Capital Management
New York
$67.1M +$62.5M +1,313,177 New
Aberdeen Group
11
Aberdeen Group
United Kingdom
$66.9M -$5.38M -113,022 -8%
Northern Trust
12
Northern Trust
Illinois
$64M +$1.43M +30,108 +2%
Renaissance Technologies
13
Renaissance Technologies
New York
$63.7M -$914K -19,200 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$57.2M -$2.5M -52,523 -4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$52.2M +$3.07M +64,380 +7%
Norges Bank
16
Norges Bank
Norway
$51.8M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$49.4M +$909K +19,094 +2%
PCMI
18
Paradigm Capital Management Inc
New York
$48M -$276K -5,800 -0.6%
NI
19
Nuance Investments
Missouri
$44.3M -$21.4M -450,185 -34%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$42.6M +$2.22M +46,659 +6%
Ameriprise
21
Ameriprise
Minnesota
$41.9M +$9.67M +203,127 +33%
Axa
22
Axa
France
$39.7M -$1.45M -30,441 -4%
MAMU
23
Marathon Asset Management (UK)
United Kingdom
$37M -$2.1M -44,065 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$34M -$2.71M -56,986 -8%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$30M +$1.62M +34,031 +6%

GMED Hedge Fund Activity: Q3 2019 in Review

268 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q3 2019, worth a combined $3.4B — up 18% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new GMED positions and 35 closed out — a net gain of 10 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Consonance Capital Management, opening a new position worth an estimated $62.5M. The largest seller was AQR Capital Management, cutting an estimated $24.2M.

  • 268 institutional investors held Globus Medical (GMED) as of Q3 2019, up from 259 in Q2 2019.
  • Funds reported $3.4B of Globus Medical stock for Q3 2019, up 18% quarter-over-quarter.
  • 45 funds opened new Globus Medical positions in Q3 2019 and 35 closed out, a net change of +10 holders.
  • The largest Globus Medical buyer in Q3 2019 was Consonance Capital Management, an estimated $62.5M added.
  • The largest Globus Medical seller in Q3 2019 was AQR Capital Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2019.