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Globus Medical

390 hedge funds and large institutions have $5.57B invested in Globus Medical in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 143 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,777% more call options, than puts

Call options by funds: $22.3M | Put options by funds: $1.19M

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

21% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 118

16% more capital invested

Capital invested by funds: $4.8B → $5.57B (+$768M)

5% more funds holding

Funds holding: 370390 (+20)

7.62% less ownership

Funds ownership: 105.59%97.97% (-7.6%)

Holders
390
Holders Change
+20
Holders Change %
+5.41%
% of All Funds
6.27%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
68
Increased
143
Reduced
118
Closed
44
Calls
$22.3M
Puts
$1.19M
Net Calls
+$21.1M
Net Calls Change
+$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$555M +$14.9M +218,709 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$545M +$9.49M +139,413 +2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$459M +$111M +1,629,455 +36%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$418M -$575M -8,450,430 -60%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$249M -$20.3M -297,801 -8%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$172M +$37.5M +550,527 +31%
State Street
7
State Street
Massachusetts
$164M +$958K +14,076 +0.6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$148M
CIP
9
Champlain Investment Partners
Vermont
$147M -$4.2M -61,635 -3%
Invesco
10
Invesco
Georgia
$140M +$8.38M +123,137 +7%
GKIM
11
GW&K Investment Management
Massachusetts
$127M +$9.26M +135,935 +9%
Axa
12
Axa
France
$113M +$1.17M +17,156 +1%
GCM
13
Geneva Capital Management
Wisconsin
$106M +$1.26M +18,555 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$99.4M -$87.1K -1,279 -0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$89M +$759K +11,153 +0.9%
Wells Fargo
16
Wells Fargo
California
$88.4M +$18.1M +266,556 +29%
Morgan Stanley
17
Morgan Stanley
New York
$80.7M -$8.44M -123,962 -10%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$64.9M +$146K +2,143 +0.2%
VBA
19
Van Berkom & Associates
Quebec, Canada
$60.2M -$2.85M -41,855 -5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$60M -$520K -7,630 -0.9%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$59.2M -$18.5M -271,056 -25%
RI
22
RTW Investments
New York
$55.5M
PCH
23
Polar Capital Holdings
United Kingdom
$53.7M -$126K -1,854 -0.3%
BG
24
Bellevue Group
Switzerland
$50.5M +$2.25M +33,017 +5%
PCMI
25
Paradigm Capital Management Inc
New York
$49.9M -$756K -11,100 -2%

GMED Hedge Fund Activity: Q4 2022 in Review

390 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2022, worth a combined $5.57B — up 16% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new GMED positions and 44 closed out — a net gain of 24 holders — while 143 added to existing stakes and 118 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $111M. The largest seller was Janus Henderson Group, cutting an estimated $575M.

  • 390 institutional investors held Globus Medical (GMED) as of Q4 2022, up from 370 in Q3 2022.
  • Funds reported $5.57B of Globus Medical stock for Q4 2022, up 16% quarter-over-quarter.
  • 68 funds opened new Globus Medical positions in Q4 2022 and 44 closed out, a net change of +24 holders.
  • The largest Globus Medical buyer in Q4 2022 was Kayne Anderson Rudnick Investment Management, an estimated $111M added.
  • The largest Globus Medical seller in Q4 2022 was Janus Henderson Group, an estimated $575M sold.

Based on aggregated 13F filings for Q4 2022.