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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
GL
276
GLG LLC
New York
$3.74M +$369K +3,237 +11%
ProShare Advisors
277
ProShare Advisors
Maryland
$3.74M -$334K -2,924 -8%
LCM
278
Logan Capital Management
Pennsylvania
$3.7M
OPERF
279
Oregon Public Employees Retirement Fund
Oregon
$3.65M
NIP
280
Nicholas Investment Partners
California
$3.59M +$3.59M +31,483 New
BCA
281
Bernzott Capital Advisors
California
$3.59M -$485K -4,249 -12%
SI
282
SII Investments
Wisconsin
$3.58M -$16.9K -148 -0.5%
MHC
283
Meyer Handelman Company
New York
$3.55M
CB
284
Commerce Bank
Missouri
$3.54M -$30.1K -264 -0.8%
URS
285
Utah Retirement Systems
Utah
$3.53M +$118K +1,030 +3%
MMCM
286
Marque Millennium Capital Management
New York
$3.41M
Jacobs Levy Equity Management
287
Jacobs Levy Equity Management
New Jersey
$3.36M +$3.36M +29,458 New
UCFA
288
United Capital Financial Advisors
Texas
$3.33M +$48.7K +427 +1%
GT
289
Glenmede Trust
Pennsylvania
$3.3M +$12.1K +106 +0.4%
OTPPB
290
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.29M +$165K +1,448 +5%
PP
291
Paloma Partners
Connecticut
$3.28M +$2.63M +23,072 +407%
WFI
292
West Family Investments
California
$3.19M
JMPWA
293
JP Morgan Private Wealth Advisors
California
$3.17M -$24K -210 -0.7%
SDIC
294
South Dakota Investment Council
South Dakota
$3.17M +$940K +8,240 +42%
GCM
295
Gibraltar Capital Management
Oklahoma
$3.06M -$83.9K -735 -3%
MOACM
296
Mutual of America Capital Management
New York
$3.04M +$101K +882 +3%
PFM
297
Parsec Financial Management
North Carolina
$3.04M -$611K -5,354 -17%
RW
298
Rand Wealth
Maryland
$3.04M
SGCIA
299
Smith Graham & Co Investment Advisors
Texas
$3.03M -$22.2K -195 -0.7%
Teacher Retirement System of Texas
300
Teacher Retirement System of Texas
Texas
$3.01M +$2.11M +18,482 +234%

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.