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Zimmer Biomet

762 hedge funds and large institutions have $17.2B invested in Zimmer Biomet in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 232 increasing their positions, 284 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $171M | Put options by funds: $48.7M

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

2% more funds holding

Funds holding: 750762 (+12)

5% more capital invested

Capital invested by funds: $16.4B → $17.2B (+$818M)

0.84% more ownership

Funds ownership: 88.24%89.08% (+0.84%)

18% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 284

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
762
Holders Change
+12
Holders Change %
+1.6%
% of All Funds
20.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
75
Increased
232
Reduced
284
Closed
52
Calls
$171M
Puts
$48.7M
Net Calls
+$122M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
226
Lincluden Management
Ontario, Canada
$6.18M -$2.25M -19,710 -27%
STCG
227
Speece Thorson Capital Group
Minnesota
$6.14M +$84.7K +742 +1%
WF
228
Welch & Forbes
Massachusetts
$6M -$110K -968 -2%
LI
229
LMCG Investments
Massachusetts
$5.94M -$11.8K -103 -0.2%
Comerica Bank
230
Comerica Bank
Texas
$5.93M -$5.86M -51,364 -50%
IHM
231
Iguana Healthcare Management
New York
$5.88M +$2.94M +25,750 +100%
CPM
232
Chesapeake Partners Management
Maryland
$5.88M +$5.88M +51,500 New
HSA
233
Hussman Strategic Advisors
Maryland
$5.88M +$5.88M +51,500 New
BCAM
234
Boston Common Asset Management
Massachusetts
$5.85M +$4.11K +36 +0.1%
TG
235
TCW Group
California
$5.8M +$235K +2,060 +4%
GIBU
236
Gulf International Bank (UK)
United Kingdom
$5.75M
SCM
237
Stevens Capital Management
Pennsylvania
$5.67M -$5.06M -44,362 -47%
PP
238
PDT Partners
New York
$5.58M +$5.58M +48,894 New
AAM
239
Aberdeen Asset Management
United Kingdom
$5.58M -$315K -2,764 -5%
DekaBank Deutsche Girozentrale
240
DekaBank Deutsche Girozentrale
Germany
$5.39M -$567K -4,966 -10%
SM
241
Stratton Management
Pennsylvania
$5.39M -$416K -3,646 -7%
HEIP
242
Hudson Edge Investment Partners
New Jersey
$5.3M -$3.29M -28,809 -38%
RCM
243
Riverhead Capital Management
Delaware
$5.29M -$48K -421 -0.9%
CM
244
Churchill Management
California
$5.21M +$1.38M +12,105 +36%
CCM
245
Catawba Capital Management
Virginia
$5.09M -$18.8K -165 -0.4%
HIMCH
246
Hartford Investment Management Co (HIMCO)
Connecticut
$4.89M -$191K -1,677 -4%
IRF
247
IBM Retirement Fund
New York
$4.85M -$7.42K -65 -0.2%
EIM
248
ExxonMobil Investment Management
Texas
$4.8M +$110K +960 +2%
WB
249
WesBanco Bank
West Virginia
$4.79M -$29.3K -257 -0.6%
CCMH
250
Cornerstone Capital Management Holdings
New York
$4.73M +$55.6K +487 +1%

ZBH Hedge Fund Activity: Q1 2015 in Review

762 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2015, worth a combined $17.2B — up 5% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ZBH positions and 52 closed out — a net gain of 23 holders — while 232 added to existing stakes and 284 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $254M. The largest seller was Janus Henderson Investors US, cutting an estimated $230M.

  • 762 institutional investors held Zimmer Biomet (ZBH) as of Q1 2015, up from 750 in Q4 2014.
  • Funds reported $17.2B of Zimmer Biomet stock for Q1 2015, up 5% quarter-over-quarter.
  • 75 funds opened new Zimmer Biomet positions in Q1 2015 and 52 closed out, a net change of +23 holders.
  • The largest Zimmer Biomet buyer in Q1 2015 was Fidelity Investments, an estimated $254M added.
  • The largest Zimmer Biomet seller in Q1 2015 was Janus Henderson Investors US, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2015.