What smart money is saying about Globus Medical
1 fund in our archive has pitched Globus Medical, most recently Antipodes Global Value Active ETF in September 2025.
Globus Medical, Inc., a medical device company, develops and commercializes healthcare solutions for patients with musculoskeletal disorders in the United States and internationally. It offers spine products, such as traditional fusion implants comprising pedicle screw and rod systems, plating systems, intervertebral spacers, and corpectomy devices for treating degenerative, deformity, tumors, and trauma conditions; treatment options for motion preservation technologies that consist of dynamic stabilization, total disc replacement, and interspinous distraction devices; interventional pain management solutions to treat vertebral compression fractures; and regenerative biologic products comprising of allografts and synthetic alternatives. The company also offers products for the treatment of orthopedic trauma, including fracture plates, compression screws, intramedullary nails, and external fixation systems; and hip and knee joint solutions, including modular hip stems and acetabular cups, as well as posterior stabilizing and cruciate retaining knee arthroplasty implants. In addition, it distributes human cell, tissue, and cellular and tissue-based products. Globus Medical, Inc. was incorporated in 2003 and is headquartered in Audubon, Pennsylvania.
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Position history
Between Q3 2025 and Q2 2026, 4 fund letters reported a position in Globus Medical, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- June 2026
“Within Healthcare, Globus Medical and Align Technology both incurred modest drawdowns during the quarter.”
Globus Medical - June 2026
Listed in Homestead Advisers Funds’s reported holdings.
Globus Medical - March 2026
“In less economically sensitive areas of the portfolio, we hold two sizable healthcare positions: Vertex Pharmaceuticals and Globus Medical. Vertex continues to strengthen its leadership in cystic fibrosis treatments with an improved once-a-day therapy that leapfrogs its older twice-a-day product. Our longer- term interest is also in Vertex’s R&D pipeline, including potential treatments for kidney disease and diabetes. At Globus Medical, sales growth has improved over the last two quarters, particularly in its spine-related products.”
Globus Medical - New positionAntipodes Global Value Active ETFSeptember 2025
“We also initiated a position in Globus Medical, a leading medical devices manufacturer with a top three position in spinal orthopedics devices, spinal surgical robots and trauma surgery devices.”
Globus Medical
Fund coverage · 1 thesis
- Antipodes Global Value Active ETFSeptember 2025
Globus Medical is a leading medical devices manufacturer in spinal orthopedics, poised for growth through innovation and strategic expansion, supported by favorable market trends and a strong financial position.
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