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Globus Medical

364 hedge funds and large institutions have $4.01B invested in Globus Medical in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 118 increasing their positions, 128 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.47% more ownership

Funds ownership: 87.87%91.35% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 128

9% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 64

3% less funds holding

Funds holding: 377364 (-13)

15% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $19M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less capital invested

Capital invested by funds: $5.08B → $4.01B (-$1.06B)

Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
6.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
58
Increased
118
Reduced
128
Closed
64
Calls
$16.2M
Puts
$19M
Net Calls
-$2.84M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$419M +$3.52M +53,619 +0.7%
BlackRock
2
BlackRock
New York
$419M +$7.07M +107,559 +1%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$376M +$7.05M +107,286 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$256M +$167M +2,542,264 +126%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$194M +$14.1M +215,122 +7%
State Street
6
State Street
Massachusetts
$123M -$1.48M -22,575 -1%
Invesco
7
Invesco
Georgia
$106M +$40.3M +613,247 +48%
Capital Research Global Investors
8
Capital Research Global Investors
California
$99.4M -$8.6M -130,799 -7%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$97.4M +$90.1M +1,370,271 +376%
CIP
10
Champlain Investment Partners
Vermont
$97.3M +$3.65M +55,550 +3%
GKIM
11
GW&K Investment Management
Massachusetts
$85.6M -$672K -10,230 -0.7%
Axa
12
Axa
France
$85.2M -$3.96M -60,273 -4%
GCM
13
Geneva Capital Management
Wisconsin
$75.9M +$9.33M +142,013 +12%
Morgan Stanley
14
Morgan Stanley
New York
$75.1M +$22.1M +335,692 +33%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$67.1M -$1.51M -22,978 -2%
RI
16
RTW Investments
New York
$63M -$36.9M -560,764 -33%
Wells Fargo
17
Wells Fargo
California
$60.1M +$30.4M +462,234 +76%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$54M -$1.2M -18,206 -2%
EAM
19
Eagle Asset Management
Florida
$52.5M +$45.3M +689,367 +280%
VBA
20
Van Berkom & Associates
Quebec, Canada
$49.7M +$3.02M +45,974 +5%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$48.6M +$343K +5,224 +0.6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$47.1M +$2.26M +34,391 +4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$43.1M +$784K +11,930 +2%
PCMI
24
Paradigm Capital Management Inc
New York
$38.6M -$486K -7,400 -1%
BG
25
Bellevue Group
Switzerland
$36.9M -$5.82M -88,573 -12%

GMED Hedge Fund Activity: Q2 2022 in Review

364 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2022, worth a combined $4.01B — down 21% from $5.08B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of GMED and 58 opened new positions — a net loss of 6 holders — while 128 trimmed existing stakes and 118 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $167M. The largest seller was RTW Investments, cutting an estimated $36.9M.

  • 364 institutional investors held Globus Medical (GMED) as of Q2 2022, down from 377 in Q1 2022.
  • Funds reported $4.01B of Globus Medical stock for Q2 2022, down 21% quarter-over-quarter.
  • 58 funds opened new Globus Medical positions in Q2 2022 and 64 closed out, a net change of -6 holders.
  • The largest Globus Medical buyer in Q2 2022 was Kayne Anderson Rudnick Investment Management, an estimated $167M added.
  • The largest Globus Medical seller in Q2 2022 was RTW Investments, an estimated $36.9M sold.

Based on aggregated 13F filings for Q2 2022.