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Globus Medical

348 hedge funds and large institutions have $4.33B invested in Globus Medical in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $11.6M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

36% more capital invested

Capital invested by funds: $3.18B → $4.33B (+$1.16B)

20% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 45

1.89% more ownership

Funds ownership: 85.48%87.38% (+1.9%)

1% more funds holding

Funds holding: 344348 (+4)

14% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 130

Holders
348
Holders Change
+4
Holders Change %
+1.16%
% of All Funds
6.16%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
54
Increased
112
Reduced
130
Closed
45
Calls
$22.6M
Puts
$11.6M
Net Calls
+$11M
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$483M +$11.7M +204,321 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$448M +$11M +192,154 +3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$420M +$4.99M +86,833 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$274M -$11.5M -200,502 -5%
State Street
5
State Street
Massachusetts
$126M +$3.93M +68,335 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$125M +$40.4M +703,400 +58%
Ameriprise
7
Ameriprise
Minnesota
$111M +$12.6M +219,807 +15%
RI
8
RTW Investments
New York
$107M +$94.3M +1,640,859 New
VBA
9
Van Berkom & Associates
Quebec, Canada
$103M -$578K -10,056 -0.6%
GKIM
10
GW&K Investment Management
Massachusetts
$92.6M +$3.64M +63,285 +5%
Axa
11
Axa
France
$86.9M -$2.59M -45,031 -3%
CIP
12
Champlain Investment Partners
Vermont
$70.3M +$2.07M +35,995 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$67.1M +$8.89M +154,624 +18%
GCM
14
Geneva Capital Management
Wisconsin
$62.3M +$1.5M +26,034 +3%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$61.8M +$3.53M +61,370 +7%
CCM
16
Consonance Capital Management
New York
$59.3M +$52.3M +908,953 New
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$57.3M +$754K +13,115 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$53.4M +$868K +15,101 +2%
MAMU
19
Marathon Asset Management (UK)
United Kingdom
$50.2M -$1.68M -29,150 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$47.4M -$2.42M -42,166 -5%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$47M -$33.4M -580,519 -45%
Norges Bank
22
Norges Bank
Norway
$46.9M -$6.63M -115,277 -14%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$46.8M +$4.05M +70,440 +11%
PM
24
Pembroke Management
Quebec, Canada
$40M +$7.07M +123,060 +25%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$39.2M +$34.5M +600,323 +56,795%

GMED Hedge Fund Activity: Q4 2020 in Review

348 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2020, worth a combined $4.33B — up 36% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new GMED positions and 45 closed out — a net gain of 9 holders — while 112 added to existing stakes and 130 trimmed.

The largest buyer was RTW Investments, opening a new position worth an estimated $94.3M. The largest seller was Nuance Investments, cutting an estimated $52.1M.

  • 348 institutional investors held Globus Medical (GMED) as of Q4 2020, up from 344 in Q3 2020.
  • Funds reported $4.33B of Globus Medical stock for Q4 2020, up 36% quarter-over-quarter.
  • 54 funds opened new Globus Medical positions in Q4 2020 and 45 closed out, a net change of +9 holders.
  • The largest Globus Medical buyer in Q4 2020 was RTW Investments, an estimated $94.3M added.
  • The largest Globus Medical seller in Q4 2020 was Nuance Investments, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2020.