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Globus Medical

354 hedge funds and large institutions have $5.2B invested in Globus Medical in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

877% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $2.45M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more capital invested

Capital invested by funds: $4.17B → $5.2B (+$1.03B)

24% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 37

3% more funds holding

Funds holding: 345354 (+9)

9% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 113

0.02% more ownership

Funds ownership: 87.67%87.69% (+0.02%)

Holders
354
Holders Change
+9
Holders Change %
+2.61%
% of All Funds
6.16%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
46
Increased
123
Reduced
113
Closed
37
Calls
$23.9M
Puts
$2.45M
Net Calls
+$21.5M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$569M -$15.4M -216,384 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$562M +$11.1M +155,870 +2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$477M -$18.9M -265,423 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$303M +$20.8M +292,833 +8%
State Street
5
State Street
Massachusetts
$164M +$12.9M +181,916 +9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$159M
RI
7
RTW Investments
New York
$130M
CIP
8
Champlain Investment Partners
Vermont
$118M -$98.5K -1,385 -0.1%
GKIM
9
GW&K Investment Management
Massachusetts
$116M +$876K +12,327 +0.8%
Axa
10
Axa
France
$114M -$4.92M -69,198 -4%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$98.4M +$17.8M +249,884 +25%
GCM
12
Geneva Capital Management
Wisconsin
$97.4M -$1.49M -20,922 -2%
Ameriprise
13
Ameriprise
Minnesota
$91.9M -$566K -7,966 -0.7%
VBA
14
Van Berkom & Associates
Quebec, Canada
$88.7M -$23.5M -330,403 -22%
CCM
15
Consonance Capital Management
New York
$84.1M +$36M +506,608 +88%
Invesco
16
Invesco
Georgia
$79.9M -$9.42M -132,518 -11%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$74.9M -$5.95M -83,618 -8%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$72.5M +$9.31M +130,980 +16%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$68M +$971K +13,663 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$63.3M +$649K +9,129 +1%
MAMU
21
Marathon Asset Management (UK)
United Kingdom
$61.2M +$8.7M +122,392 +18%
BG
22
Bellevue Group
Switzerland
$56.6M +$5.82M +81,911 +13%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$53.4M -$4.28M -60,265 -8%
Northern Trust
24
Northern Trust
Illinois
$48.6M -$1.15M -16,129 -3%
PCMI
25
Paradigm Capital Management Inc
New York
$47.1M +$555K +7,800 +1%

GMED Hedge Fund Activity: Q2 2021 in Review

354 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2021, worth a combined $5.2B — up 25% from $4.17B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GMED positions and 37 closed out — a net gain of 9 holders — while 123 added to existing stakes and 113 trimmed.

The largest buyer was Consonance Capital Management, adding an estimated $36M. The largest seller was Van Berkom & Associates, cutting an estimated $23.5M.

  • 354 institutional investors held Globus Medical (GMED) as of Q2 2021, up from 345 in Q1 2021.
  • Funds reported $5.2B of Globus Medical stock for Q2 2021, up 25% quarter-over-quarter.
  • 46 funds opened new Globus Medical positions in Q2 2021 and 37 closed out, a net change of +9 holders.
  • The largest Globus Medical buyer in Q2 2021 was Consonance Capital Management, an estimated $36M added.
  • The largest Globus Medical seller in Q2 2021 was Van Berkom & Associates, an estimated $23.5M sold.

Based on aggregated 13F filings for Q2 2021.