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Globus Medical

370 hedge funds and large institutions have $4.8B invested in Globus Medical in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 146 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,708% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $880K

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

20% more capital invested

Capital invested by funds: $4.01B → $4.8B (+$788M)

14.24% more ownership

Funds ownership: 91.35%105.59% (+14%)

2% more funds holding

Funds holding: 364370 (+6)

23% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 146

Holders
370
Holders Change
+6
Holders Change %
+1.65%
% of All Funds
6.37%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
44
Increased
112
Reduced
146
Closed
35
Calls
$15.9M
Puts
$880K
Net Calls
+$15M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$839M +$445M +7,385,176 +110%
BlackRock
2
BlackRock
New York
$432M -$12M -199,412 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$428M -$16M -266,429 -4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$271M -$423K -7,019 -0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$217M +$11.9M +198,104 +6%
State Street
6
State Street
Massachusetts
$130M -$542K -8,999 -0.4%
CIP
7
Champlain Investment Partners
Vermont
$122M +$18.7M +310,115 +18%
Capital Research Global Investors
8
Capital Research Global Investors
California
$119M +$13.6M +225,751 +13%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$105M +$1.95M +32,463 +2%
Invesco
10
Invesco
Georgia
$105M -$8.04M -133,441 -7%
GKIM
11
GW&K Investment Management
Massachusetts
$93.9M +$3.13M +52,041 +3%
Axa
12
Axa
France
$89.7M -$674K -11,187 -0.7%
GCM
13
Geneva Capital Management
Wisconsin
$83.7M +$3.24M +53,773 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$79.8M +$65.5M +1,087,189 +430%
Morgan Stanley
15
Morgan Stanley
New York
$72.1M -$7.7M -127,788 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$70.7M -$452K -7,501 -0.6%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$64.8M +$6.65M +110,347 +11%
Wells Fargo
18
Wells Fargo
California
$55M -$8.82M -146,439 -14%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$51.9M +$317K +5,267 +0.6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$51.6M +$6.02M +99,973 +13%
VBA
21
Van Berkom & Associates
Quebec, Canada
$50.7M -$2.05M -34,122 -4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$48.6M -$1.45M -24,027 -3%
RI
23
RTW Investments
New York
$44.5M -$22.5M -373,842 -33%
PCMI
24
Paradigm Capital Management Inc
New York
$40.7M -$271K -4,500 -0.7%
BTW
25
Boston Trust Walden
Massachusetts
$39.6M +$1.38M +22,893 +4%

GMED Hedge Fund Activity: Q3 2022 in Review

370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q3 2022, worth a combined $4.8B — up 20% from $4.01B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new GMED positions and 35 closed out — a net gain of 9 holders — while 112 added to existing stakes and 146 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $445M. The largest seller was RTW Investments, cutting an estimated $22.5M.

  • 370 institutional investors held Globus Medical (GMED) as of Q3 2022, up from 364 in Q2 2022.
  • Funds reported $4.8B of Globus Medical stock for Q3 2022, up 20% quarter-over-quarter.
  • 44 funds opened new Globus Medical positions in Q3 2022 and 35 closed out, a net change of +9 holders.
  • The largest Globus Medical buyer in Q3 2022 was Janus Henderson Group, an estimated $445M added.
  • The largest Globus Medical seller in Q3 2022 was RTW Investments, an estimated $22.5M sold.

Based on aggregated 13F filings for Q3 2022.