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Globus Medical

408 hedge funds and large institutions have $5.72B invested in Globus Medical in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 164 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $3.61M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

5% more capital invested

Capital invested by funds: $5.43B → $5.72B (+$289M)

0.15% less ownership

Funds ownership: 93.23%93.09% (-0.15%)

5% less funds holding

Funds holding: 431408 (-23)

20% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 164

22% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 65

Holders
408
Holders Change
-23
Holders Change %
-5.34%
% of All Funds
5.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
51
Increased
132
Reduced
164
Closed
65
Calls
$26.2M
Puts
$3.61M
Net Calls
+$22.6M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$601M +$1.57M +32,220 +0.3%
BlackRock
2
BlackRock
New York
$578M -$9.57M -196,362 -2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$421M -$17.8M -365,782 -4%
State Street
4
State Street
Massachusetts
$189M -$3.51M -71,954 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$155M +$12.3M +252,510 +9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$155M +$24.3M +499,108 +21%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$122M -$1.13M -23,145 -1%
CCM
8
Camber Capital Management
Massachusetts
$120M +$25.6M +525,000 +30%
Millennium Management
9
Millennium Management
New York
$107M +$80.5M +1,652,528 +453%
JP Morgan Chase
10
JP Morgan Chase
New York
$107M -$5.71M -117,237 -5%
CIP
11
Champlain Investment Partners
Vermont
$107M +$4.06M +83,262 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$104M +$3.4M +69,712 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$96.9M -$13.2M -271,786 -13%
Norges Bank
14
Norges Bank
Norway
$95.5M +$40.8M +836,272 +87%
GKIM
15
GW&K Investment Management
Massachusetts
$93.8M +$4.71M +96,713 +6%
BAM
16
Burgundy Asset Management
Ontario, Canada
$90.5M +$32.4M +663,782 +64%
Marshall Wace
17
Marshall Wace
United Kingdom
$87.1M +$12.1M +248,492 +18%
VBA
18
Van Berkom & Associates
Quebec, Canada
$84M +$6.22M +127,553 +9%
GCM
19
Geneva Capital Management
Wisconsin
$75.8M -$15.8K -325 -0%
Morgan Stanley
20
Morgan Stanley
New York
$73.7M +$35.5M +728,579 +111%
Bank of America
21
Bank of America
North Carolina
$70.5M +$46.2M +946,967 +251%
Axa
22
Axa
France
$69.1M +$8.16M +167,441 +15%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$58.8M +$3.28M +67,308 +7%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$57M -$494K -10,139 -0.9%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$53.9M +$6.9M +141,492 +16%

GMED Hedge Fund Activity: Q4 2023 in Review

408 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Globus Medical (GMED) for Q4 2023, worth a combined $5.72B — up 5.3% from $5.43B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of GMED and 51 opened new positions — a net loss of 14 holders — while 164 trimmed existing stakes and 132 added.

The largest buyer was Millennium Management, adding an estimated $80.5M. The largest seller was Nuance Investments, exiting entirely with an estimated $180M sold.

  • 408 institutional investors held Globus Medical (GMED) as of Q4 2023, down from 431 in Q3 2023.
  • Funds reported $5.72B of Globus Medical stock for Q4 2023, up 5.3% quarter-over-quarter.
  • 51 funds opened new Globus Medical positions in Q4 2023 and 65 closed out, a net change of -14 holders.
  • The largest Globus Medical buyer in Q4 2023 was Millennium Management, an estimated $80.5M added.
  • The largest Globus Medical seller in Q4 2023 was Nuance Investments, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2023.