GLOBUS MED INC GMED
CL A · Common Stock · CUSIP 379577208 · ISIN US3795772082
- SectorHealth care
- IndustrySurgical & Medical Instruments & Apparatus
- HeadquartersAudubon, PA
- Founded2003
- Websiteglobusmedical.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($18.7m this quarter). Holder counts are more reliable. Shares outstanding: 137.8m as of 2023-11-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $53.29. Options: 11 managers hold calls ($26.2m notional), 9 hold puts ($3.6m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 371 |
| Q4 2022 | 390 |
| Q1 2023 | 392 |
| Q2 2023 | 383 |
| Q3 2023 | 433 |
| Q4 2023 | 409 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 196 | 163 |
| Q1 2023 | 198 | 211 |
| Q2 2023 | 191 | 173 |
| Q3 2023 | 297 | 114 |
| Q4 2023 | 167 | 226 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $39.7m | $7.3m | 0.18 |
| Q2 2023 | $27.4m | $821.7k | 0.03 |
| Q3 2023 | $18.1m | $7.8m | 0.43 |
| Q4 2023 | $26.2m | $3.6m | 0.14 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +1.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.7m |
| AXA S.A. | Added | +1.5m |
| BANK OF AMERICA CORP /DE/ | Added | +947.0k |
| NORGES BANK | Added | +836.3k |
| MORGAN STANLEY | Added | +728.6k |
| Sculptor Capital LP | New | +726.7k |
| Burgundy Asset Management Ltd. | Added | +663.8k |
| Camber Capital Management LP | Added | +525.0k |
| Magnetar Financial LLC | Added | +519.2k |
Biggest sellers
| NUANCE INVESTMENTS, LLC | Sold out | -3.6m |
| HAWK RIDGE CAPITAL MANAGEMENT LP | Sold out | -2.2m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -698.7k |
| TWO SIGMA ADVISERS, LP | Reduced | -552.1k |
| D. E. Shaw & Co., Inc. | Sold out | -546.8k |
| Balyasny Asset Management L.P. | Reduced | -505.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -466.2k |
| J. Goldman & Co LP | Reduced | -455.2k |
| TIG Advisors, LLC | Sold out | -374.6k |
| ALPINE ASSOCIATES MANAGEMENT INC. | Sold out | -369.9k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | New | $13.3m250.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.1m96.6k shares |
| CITADEL ADVISORS LLC | Added | $4.4m83.4k shares |
| PEAK6 Investments LLC | Added | $778.0k14.6k shares |
| GROUP ONE TRADING LLC | Reduced | $660.8k12.4k shares |
| Cubist Systematic Strategies, LLC | New | $500.9k9.4k shares |
| JANE STREET GROUP, LLC | Reduced | $463.6k8.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $341.0k6.4k shares |
| Walleye Trading LLC | Added | $314.4k5.9k shares |
| Walleye Capital LLC | New | $170.5k3.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m34.6k shares |
| Cubist Systematic Strategies, LLC | New | $628.8k11.8k shares |
| CITADEL ADVISORS LLC | Added | $527.6k9.9k shares |
| PEAK6 Investments LLC | Reduced | $314.4k5.9k shares |
| Walleye Trading LLC | New | $117.2k2.2k shares |
| Walleye Capital LLC | New | $117.2k2.2k shares |
| GROUP ONE TRADING LLC | New | $48.0k900 shares |
| SIMPLEX TRADING, LLC | Reduced | $10.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.1 pts · filed 2026-10-27 | 8.0% |
| JANUS HENDERSON GROUP PLC 13G · institution +0.3 pts · filed 2025-05-14 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 0 | — | 1 | $1.6m | — |
| Q2 2022 | 0 | — | 2 | $2.6m | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $562.5k | — |
| Q1 2023 | 0 | — | 1 | $2.3m | — |
| Q2 2023 | 0 | — | 1 | $2.5m | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 11.3m $601.0m | Added +32.2k |
| BlackRock Inc. 0.01% of their portfolio | 10.8m $577.8m | Reduced -196.4k |
| JANUS HENDERSON GROUP PLC 0.25% of their portfolio | 7.9m $421.5m | Reduced -365.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.0m $214.7m | Added +1.9m |
| STATE STREET CORP 0.01% of their portfolio | 3.5m $188.6m | Reduced -72.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.9m $155.2m | Added +252.5k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.9m $154.8m | Added +499.1k |
| AXA S.A. 0.22% of their portfolio | 2.6m $138.2m | Added +1.5m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.36% of their portfolio | 2.3m $122.2m | Reduced -23.1k |
| Camber Capital Management LP 4.19% of their portfolio | 2.2m $119.9m | Added +525.0k |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 2.0m $107.5m | Added +1.7m |
| Champlain Investment Partners, LLC 0.63% of their portfolio | 2.0m $106.6m | Added +83.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.9m $103.7m | Added +69.7k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.8m $96.9m | Reduced -271.8k |
| NORGES BANK 0.02% of their portfolio | 1.8m $95.5m | Added +836.3k |
| GW&K Investment Management, LLC 0.87% of their portfolio | 1.8m $93.8m | Added +96.7k |
| Burgundy Asset Management Ltd. 1.00% of their portfolio | 1.7m $90.5m | Added +663.8k |
| MARSHALL WACE, LLP 0.17% of their portfolio | 1.6m $87.1m | Added +248.5k |
| Van Berkom & Associates Inc. 2.44% of their portfolio | 1.6m $84.0m | Added +127.6k |
| GENEVA CAPITAL MANAGEMENT LLC 1.43% of their portfolio | 1.4m $75.8m | Reduced -325 |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $73.7m | Added +728.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $70.5m | Added +947.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 1.1m $58.8m | Added +67.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $57.0m | Reduced -10.1k |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 1.0m $53.9m | Added +141.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.0m $53.7m | Added +60.1k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 2.75% of their portfolio | 991.8k $52.9m | Added +7.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 845.5k $45.1m | Reduced -18.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 803.5k $42.8m | Added +308.4k |
| Vestal Point Capital, LP 4.52% of their portfolio | 800.0k $42.6m | First filing |
| TWO SIGMA ADVISERS, LP 0.10% of their portfolio | 792.4k $42.2m | Reduced -552.1k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 791.5k $42.2m | Reduced -140.4k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.41% of their portfolio | 769.2k $41.0m | Added +207.2k |
| Paradice Investment Management LLC 5.10% of their portfolio | 761.8k $40.6m | Reduced -347.0k |
| Boston Trust Walden Corp 0.30% of their portfolio | 750.0k $40.0m | Added +2.2k |
| Stephens Investment Management Group LLC 0.57% of their portfolio | 734.1k $39.1m | Added +116.6k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 730.6k $38.9m | Reduced -698.7k |
| Global Alpha Capital Management Ltd. 3.12% of their portfolio | 728.3k $38.8m | Added +379.0k |
| Sculptor Capital LP 0.97% of their portfolio | 726.7k $38.7m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.09% of their portfolio | 620.6k $33.1m | Added +37.2k |
| Bellevue Group AG 0.50% of their portfolio | 607.8k $32.4m | Reduced -1.8k |
| Pembroke Management, LTD 3.94% of their portfolio | 595.9k $31.8m | Reduced -7.5k |
| Capital World Investors 0.01% of their portfolio | 574.5k $30.6m | Unchanged |
| Magnetar Financial LLC 0.77% of their portfolio | 565.7k $30.1m | Added +519.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.15% of their portfolio | 561.1k $29.9m | Added +460.9k |
| Sio Capital Management, LLC 7.30% of their portfolio | 532.1k $28.4m | Added +15.1k |
| BOONE CAPITAL MANAGEMENT LLC 6.59% of their portfolio | 529.8k $28.2m | Added +101.4k |
| BARCLAYS PLC 0.01% of their portfolio | 521.4k $27.8m | Reduced -109.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.19% of their portfolio | 514.2k $27.4m | Added +207.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 425.1k $22.7m | Reduced -9.6k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 423.4k $22.6m | Added +131.1k |
| Legal & General Group Plc 0.01% of their portfolio | 406.5k $21.7m | Reduced -45.5k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 0.98% of their portfolio | 399.3k $21.3m | Reduced -11.3k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 383.6k $20.4m | Reduced -125.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.09% of their portfolio | 374.6k $20.0m | Reduced -187.8k |
| J. Goldman & Co LP 1.11% of their portfolio | 374.5k $20.0m | Reduced -455.2k |
| SIRIOS CAPITAL MANAGEMENT L P 4.01% of their portfolio | 368.8k $19.7m | Added +150.8k |
| NICHOLAS COMPANY, INC. 0.34% of their portfolio | 365.5k $19.5m | Added +4.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.41% of their portfolio | 353.5k $18.8m | Added +43.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 346.3k $18.5m | Added +1.9k |
| Clearline Capital LP 2.03% of their portfolio | 341.5k $18.2m | Added +60.9k |
| SEGALL BRYANT & HAMILL, LLC 0.33% of their portfolio | 320.7k $17.1m | Added +18.2k |
| NFJ INVESTMENT GROUP, LLC 0.43% of their portfolio | 288.9k $15.4m | Added +159.2k |
| Mesirow Institutional Investment Management, Inc. 1.44% of their portfolio | 288.2k $15.4m | Added +226.1k |
| EAGLE ASSET MANAGEMENT INC 0.08% of their portfolio | 282.9k $15.1m | Added +14.4k |
| Invesco Ltd. 0.00% of their portfolio | 278.6k $14.8m | Reduced -34.8k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 271.6k $14.5m | Reduced -2.6k |
| BANK OF NOVA SCOTIA 0.03% of their portfolio | 265.1k $14.1m | New |
| GABELLI FUNDS LLC 0.10% of their portfolio | 254.5k $13.6m | Reduced -27.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 250.8k $13.4m | Reduced -11.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 242.9k $12.9m | Added +77.1k |
| Walleye Capital LLC 0.18% of their portfolio | 242.8k $12.9m | Reduced -8.4k |
| SECTOR GAMMA AS 3.03% of their portfolio | 234.4k $12.5m | Added +12.5k |
| Swiss National Bank 0.01% of their portfolio | 231.3k $12.3m | Reduced -30.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 226.9k $12.1m | Reduced -13.9k |
| GLENMEDE TRUST CO NA 0.06% of their portfolio | 224.6k $12.0m | Reduced -7.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 223.7k $11.9m | Added +185.4k |
| EXCHANGE TRADED CONCEPTS, LLC 0.29% of their portfolio | 203.3k $10.8m | Reduced -80.7k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 202.9k $10.8m | Reduced -229.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 200.0k $10.7m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 198.2k $10.6m | Added +8.4k |
| Squarepoint Ops LLC 0.04% of their portfolio | 187.6k $10.0m | Reduced -58.8k |
| Alberta Investment Management Corp 0.09% of their portfolio | 181.9k $9.7m | Added +4.8k |
| Sterling Investment Advisors, Ltd. 2.98% of their portfolio | 179.6k $9.6m | Added +5.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 176.3k $9.4m | Reduced -31.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 174.2k $9.3m | Reduced -7.8k |
| Leeward Investments, LLC - MA 0.44% of their portfolio | 174.1k $9.3m | Added +22.0k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 174.0k $9.3m | Reduced -9.6k |
| UBS Group AG 0.00% of their portfolio | 169.2k $9.0m | Reduced -49.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 163.1k $8.7m | Reduced -433 |
| SG Americas Securities, LLC 0.09% of their portfolio | 160.3k $8.5m | Added +143.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 156.7k $8.4m | Reduced -164.9k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio | 156.1k $8.3m | Reduced -9.5k |
| Weiss Multi-Strategy Advisers LLC 0.21% of their portfolio | 153.5k $8.2m | Added +85.4k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 150.1k $8.0m | Added +47.0k |
| Retirement Systems of Alabama 0.03% of their portfolio | 144.5k $7.7m | Reduced -2.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 140.5k $7.5m | Reduced -17.5k |
| GAMCO INVESTORS, INC. ET AL 0.08% of their portfolio | 138.7k $7.4m | Reduced -745 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 137.8k $7.3m | Added +97.8k |
| Holocene Advisors, LP 0.03% of their portfolio | 137.2k $7.3m | Added +53.6k |