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Zimmer Biomet

819 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $212M | Put options by funds: $81.3M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

7% more capital invested

Capital invested by funds: $21B → $22.5B (+$1.55B)

1.59% more ownership

Funds ownership: 87.96%89.54% (+1.6%)

0% more funds holding

Funds holding: 817819 (+2)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

Holders
819
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
20.42%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
67
Increased
265
Reduced
291
Closed
60
Calls
$212M
Puts
$81.3M
Net Calls
+$131M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
226
Lord, Abbett & Co
New Jersey
$5.57M +$147K +1,236 +3%
WF
227
Welch & Forbes
Massachusetts
$5.41M -$225K -1,899 -4%
DM
228
Delphi Management
Massachusetts
$5.36M +$2.47M +20,838 +89%
MCM
229
Marsico Capital Management
Colorado
$5.32M +$2.4M +20,250 +90%
GH
230
GAM Holding
Switzerland
$5.29M -$1.02M -8,620 -17%
TCM
231
Trent Capital Management
North Carolina
$5.27M +$5.01M +42,245 New
Jane Street
232
Jane Street
New York
$5.22M +$4.97M +41,889 New
GG
233
Greenwood Gearhart
Arkansas
$5.08M +$29.3K +247 +0.6%
TIM
234
Thompson Investment Management
Wisconsin
$4.97M -$60.8K -513 -1%
EIM
235
ExxonMobil Investment Management
Texas
$4.96M -$736K -6,204 -13%
JC
236
Jacobs & Co
California
$4.94M +$169K +1,426 +4%
MCM
237
Monarch Capital Management
Indiana
$4.92M +$361K +3,048 +8%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$4.91M +$60.7K +512 +1%
BIM
239
Bridgecreek Investment Management
Oklahoma
$4.91M +$749K +6,314 +19%
CCMH
240
Cornerstone Capital Management Holdings
New York
$4.89M +$417K +3,514 +10%
Schroder Investment Management Group
241
Schroder Investment Management Group
United Kingdom
$4.78M +$4.57M +38,522 New
URS
242
Utah Retirement Systems
Utah
$4.74M +$379K +3,193 +9%
XK
243
Xact Kapitalforvaltning
Sweden
$4.68M +$53.8K +454 +1%
ERSOT
244
Employees Retirement System of Texas
Texas
$4.62M +$366K +3,090 +9%
WB
245
WesBanco Bank
West Virginia
$4.57M -$127K -1,075 -3%
PAM
246
Paradigm Asset Management
New York
$4.37M -$73.3K -618 -2%
TAF
247
Tredje AP-fonden
Sweden
$4.36M -$20.7K -175 -0.5%
SGCIA
248
Smith Graham & Co Investment Advisors
Texas
$4.35M -$40.3K -340 -1%
SI
249
SII Investments
Wisconsin
$4.34M +$62.2K +525 +2%
MOACM
250
Mutual of America Capital Management
New York
$4.34M +$4.13M +34,799 New

ZBH Hedge Fund Activity: Q2 2017 in Review

819 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2017, worth a combined $22.5B — up 7.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZBH positions and 60 closed out — a net gain of 7 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Jana Partners, opening a new position worth an estimated $390M. The largest seller was First Manhattan, cutting an estimated $195M.

  • 819 institutional investors held Zimmer Biomet (ZBH) as of Q2 2017, up from 817 in Q1 2017.
  • Funds reported $22.5B of Zimmer Biomet stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 67 funds opened new Zimmer Biomet positions in Q2 2017 and 60 closed out, a net change of +7 holders.
  • The largest Zimmer Biomet buyer in Q2 2017 was Jana Partners, an estimated $390M added.
  • The largest Zimmer Biomet seller in Q2 2017 was First Manhattan, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.