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Globus Medical

382 hedge funds and large institutions have $4.84B invested in Globus Medical in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 147 increasing their positions, 111 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,231% more call options, than puts

Call options by funds: $27.4M | Put options by funds: $822K

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 111

14% more capital invested

Capital invested by funds: $4.23B → $4.84B (+$607M)

8.36% more ownership

Funds ownership: 96.14%104.5% (+8.4%)

2% less funds holding

Funds holding: 390382 (-8)

12% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 58

Holders
382
Holders Change
-8
Holders Change %
-2.05%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.16%
New
51
Increased
147
Reduced
111
Closed
58
Calls
$27.4M
Puts
$822K
Net Calls
+$26.6M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$447M -$1.84M -32,207 -0.4%
BlackRock
2
BlackRock
New York
$438M -$8.7M -152,702 -2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$422M +$22.9M +401,264 +6%
NI
4
Nuance Investments
Missouri
$158M +$45.6M +799,526 +43%
State Street
5
State Street
Massachusetts
$141M +$4.89M +85,737 +4%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$135M +$23.4M +409,873 +22%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$132M -$29.3M -513,878 -19%
JP Morgan Chase
8
JP Morgan Chase
New York
$113M +$3.57M +62,670 +3%
CIP
9
Champlain Investment Partners
Vermont
$101M +$3.27M +57,435 +3%
GKIM
10
GW&K Investment Management
Massachusetts
$101M -$625K -10,973 -0.6%
HRCM
11
Hawk Ridge Capital Management
California
$100M +$5.24M +92,000 +6%
Axa
12
Axa
France
$88.8M -$1.81M -31,774 -2%
GCM
13
Geneva Capital Management
Wisconsin
$85.6M +$229K +4,013 +0.3%
Millennium Management
14
Millennium Management
New York
$83.3M +$59.2M +1,038,765 +288%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$79.6M +$5.31M +93,212 +7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$77.3M +$5.03M +88,323 +7%
VBA
17
Van Berkom & Associates
Quebec, Canada
$69.9M +$1.46M +25,655 +2%
TAL
18
TIG Advisors LLC
New York
$68.8M +$55.3M +970,601 +527%
CCM
19
Camber Capital Management
Massachusetts
$59.5M +$39.6M +695,000 +228%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$58.9M +$6.69M +117,451 +13%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$55.8M +$53.2M +933,800 +26,680%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$54.4M -$140K -2,453 -0.3%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$52.2M +$42.3M +741,900 +551%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$47.6M +$42.4M +743,129 +1,330%
Two Sigma Investments
25
Two Sigma Investments
New York
$46.9M +$36.7M +644,811 +453%

GMED Hedge Fund Activity: Q2 2023 in Review

382 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q2 2023, worth a combined $4.84B — up 14% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of GMED and 51 opened new positions — a net loss of 7 holders — while 111 trimmed existing stakes and 147 added.

The largest buyer was Millennium Management, adding an estimated $59.2M. The largest seller was Citadel Advisors, cutting an estimated $47.5M.

  • 382 institutional investors held Globus Medical (GMED) as of Q2 2023, down from 390 in Q1 2023.
  • Funds reported $4.84B of Globus Medical stock for Q2 2023, up 14% quarter-over-quarter.
  • 51 funds opened new Globus Medical positions in Q2 2023 and 58 closed out, a net change of -7 holders.
  • The largest Globus Medical buyer in Q2 2023 was Millennium Management, an estimated $59.2M added.
  • The largest Globus Medical seller in Q2 2023 was Citadel Advisors, an estimated $47.5M sold.

Based on aggregated 13F filings for Q2 2023.