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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
Skandinaviska Enskilda Banken (SEB)
251
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.33M +$12.2K +103 +0.3%
SIA
252
Sit Investment Associates
Minnesota
$4.32M -$14.9M -126,021 -78%
SAM
253
Selway Asset Management
$4.31M -$403K -3,399 -9%
SW
254
SVB Wealth
Massachusetts
$4.3M -$64.6K -545 -2%
SAM
255
Symphony Asset Management
California
$4.24M +$115K +971 +3%
RSVP
256
Ramsay Stattman Vela & Price
Colorado
$4.22M +$12K +101 +0.3%
AF
257
Alerus Financial
North Dakota
$4.19M -$36K -304 -0.9%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$4.19M +$95.4K +805 +2%
MSV
259
MN Services Vermogensbeheer
Netherlands
$4.17M +$3.32M +27,992 +509%
OC
260
Oppenheimer & Co
New York
$4.12M +$1.06M +8,907 +37%
Envestnet Asset Management
261
Envestnet Asset Management
Illinois
$4.07M -$1.19M -10,042 -24%
NSAM
262
North Star Asset Management
Wisconsin
$4.02M -$1.7M -14,315 -31%
PSUF
263
People's United Financial
Connecticut
$4.02M -$58.7K -495 -2%
Citigroup
264
Citigroup
New York
$3.99M -$2.04M -17,230 -35%
SG Americas Securities
265
SG Americas Securities
New York
$3.9M -$200K -1,687 -5%
MHC
266
Meyer Handelman Company
New York
$3.85M
IA
267
Icon Advisers
Colorado
$3.75M
BL
268
BCWM LLC
Kansas
$3.71M -$21.3K -180 -0.6%
ABC
269
Associated Banc-Corp
Wisconsin
$3.7M -$33.3K -281 -0.9%
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$3.7M -$755K -6,371 -18%
CWM
271
CIBC World Markets
New York
$3.65M +$907K +7,649 +35%
Calamos Advisors
272
Calamos Advisors
Illinois
$3.64M -$10.5M -88,365 -75%
SDIC
273
South Dakota Investment Council
South Dakota
$3.63M
LPL Financial
274
LPL Financial
California
$3.62M +$3.44M +29,012 New
MSA
275
Mason Street Advisors
Wisconsin
$3.59M +$16.7K +141 +0.5%

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.