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Globus Medical

431 hedge funds and large institutions have $5.43B invested in Globus Medical in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 210 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 73

131% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $7.81M

124% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 41

13% more funds holding

Funds holding: 382431 (+49)

12% more capital invested

Capital invested by funds: $4.84B → $5.43B (+$593M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

11.26% less ownership

Funds ownership: 104.5%93.23% (-11%)

Holders
431
Holders Change
+49
Holders Change %
+12.83%
% of All Funds
6.84%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
92
Increased
210
Reduced
73
Closed
41
Calls
$18.1M
Puts
$7.81M
Net Calls
+$10.2M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$558M +$209M +3,732,959 +50%
BlackRock
2
BlackRock
New York
$548M +$206M +3,682,601 +50%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$411M +$66.2M +1,183,756 +17%
NI
4
Nuance Investments
Missouri
$180M +$54.5M +974,693 +37%
State Street
5
State Street
Massachusetts
$179M +$69.4M +1,240,477 +52%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$132M +$24.3M +435,132 +20%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$119M +$59.8M +1,069,419 +80%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$115M +$2.41M +43,187 +2%
HRCM
9
Hawk Ridge Capital Management
California
$111M +$30.1M +537,972 +32%
JP Morgan Chase
10
JP Morgan Chase
New York
$106M +$13M +231,773 +12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$104M +$65.7M +1,175,444 +129%
CIP
12
Champlain Investment Partners
Vermont
$95.2M +$12M +214,626 +13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$93.1M +$32.3M +578,087 +45%
CCM
14
Camber Capital Management
Massachusetts
$85.6M +$40.5M +725,000 +73%
GKIM
15
GW&K Investment Management
Massachusetts
$82.6M -$1.45M -25,852 -2%
VBA
16
Van Berkom & Associates
Quebec, Canada
$72M +$15.4M +275,252 +23%
Two Sigma Investments
17
Two Sigma Investments
New York
$71M +$35.9M +642,140 +82%
GCM
18
Geneva Capital Management
Wisconsin
$70.6M -$868K -15,527 -1%
Marshall Wace
19
Marshall Wace
United Kingdom
$68.8M +$35.7M +637,959 +85%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$66.8M +$26.2M +468,000 +53%
Axa
21
Axa
France
$56.1M -$20.3M -362,625 -24%
PIM
22
Paradice Investment Management
Colorado
$55.1M +$62M +1,108,815 New
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$53.6M +$5.05M +90,295 +9%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.4M +$31.7M +566,760 +121%
BAM
25
Burgundy Asset Management
Ontario, Canada
$51.3M +$43.4M +775,615 +300%

GMED Hedge Fund Activity: Q3 2023 in Review

431 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q3 2023, worth a combined $5.43B — up 12% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new GMED positions and 41 closed out — a net gain of 51 holders — while 210 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $209M. The largest seller was Millennium Management, cutting an estimated $57.8M.

  • 431 institutional investors held Globus Medical (GMED) as of Q3 2023, up from 382 in Q2 2023.
  • Funds reported $5.43B of Globus Medical stock for Q3 2023, up 12% quarter-over-quarter.
  • 92 funds opened new Globus Medical positions in Q3 2023 and 41 closed out, a net change of +51 holders.
  • The largest Globus Medical buyer in Q3 2023 was Vanguard Group, an estimated $209M added.
  • The largest Globus Medical seller in Q3 2023 was Millennium Management, an estimated $57.8M sold.

Based on aggregated 13F filings for Q3 2023.