We are live on ! Find out more
GMED icon

Globus Medical

345 hedge funds and large institutions have $4.17B invested in Globus Medical in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 128 increasing their positions, 113 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $15.4M | Put options by funds: $5.21M

13% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 113

0.3% more ownership

Funds ownership: 87.38%87.67% (+0.3%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

1% less funds holding

Funds holding: 348345 (-3)

4% less capital invested

Capital invested by funds: $4.33B → $4.17B (-$167M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
345
Holders Change
-3
Holders Change %
-0.86%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
43
Increased
128
Reduced
113
Closed
43
Calls
$15.4M
Puts
$5.21M
Net Calls
+$10.2M
Net Calls Change
-$820K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$466M +$9.88M +155,981 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$438M +$14.7M +231,555 +3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$396M -$1.2M -18,953 -0.3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$223M -$37.5M -592,086 -14%
Capital Research Global Investors
5
Capital Research Global Investors
California
$127M +$8.65M +136,634 +7%
State Street
6
State Street
Massachusetts
$120M +$879K +13,879 +0.7%
RI
7
RTW Investments
New York
$103M +$1.9M +29,952 +2%
Axa
8
Axa
France
$95M +$13.2M +208,961 +16%
CIP
9
Champlain Investment Partners
Vermont
$93.8M +$28M +442,180 +41%
GKIM
10
GW&K Investment Management
Massachusetts
$91.9M +$4.38M +69,098 +5%
VBA
11
Van Berkom & Associates
Quebec, Canada
$90.9M -$6.18M -97,604 -6%
GCM
12
Geneva Capital Management
Wisconsin
$78.8M +$20.4M +322,334 +34%
Ameriprise
13
Ameriprise
Minnesota
$73.6M -$32.6M -515,158 -30%
Invesco
14
Invesco
Georgia
$71.7M +$36.7M +579,306 +99%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$64.7M +$1.35M +21,343 +2%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$62.8M +$4.54M +71,683 +8%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$53.2M -$1.01M -15,907 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$49.8M -$746K -11,784 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$49.6M +$12.9M +203,199 +34%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$46M +$2.01M +31,813 +4%
PCH
21
Polar Capital Holdings
United Kingdom
$43.2M +$22.6M +357,294 +104%
MAMU
22
Marathon Asset Management (UK)
United Kingdom
$41.1M -$6.53M -103,151 -13%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$40.7M -$4.26M -67,225 -9%
BG
24
Bellevue Group
Switzerland
$39.9M +$3.98M +62,897 +11%
Northern Trust
25
Northern Trust
Illinois
$39.7M +$3.3M +52,144 +9%

GMED Hedge Fund Activity: Q1 2021 in Review

345 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q1 2021, worth a combined $4.17B — down 3.9% from $4.33B a quarter earlier.

Fund positioning in GMED was balanced in Q1 2021: 43 funds opened new positions, 43 closed out, 128 added to existing stakes and 113 trimmed.

The largest buyer was Invesco, adding an estimated $36.7M. The largest seller was Wellington Management Group, cutting an estimated $37.5M.

  • 345 institutional investors held Globus Medical (GMED) as of Q1 2021, down from 348 in Q4 2020.
  • Funds reported $4.17B of Globus Medical stock for Q1 2021, down 3.9% quarter-over-quarter.
  • 43 funds opened new Globus Medical positions in Q1 2021 and 43 closed out, a net change of 0 holders.
  • The largest Globus Medical buyer in Q1 2021 was Invesco, an estimated $36.7M added.
  • The largest Globus Medical seller in Q1 2021 was Wellington Management Group, an estimated $37.5M sold.

Based on aggregated 13F filings for Q1 2021.