We are live on ! Find out more
ZBH icon

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
ISL
301
Ingalls & Snyder LLC
New York
$2.99M -$75K -657 -2%
PDN
302
Pensionfund DSM Netherlands
Netherlands
$2.98M -$118K -1,030 -4%
Citigroup
303
Citigroup
New York
$2.98M +$310K +2,721 +12%
OI
304
Oakbrook Investments
Illinois
$2.97M -$52.9K -464 -2%
BNP Paribas Financial Markets
305
BNP Paribas Financial Markets
France
$2.96M -$7.06M -61,865 -70%
AF
306
Ally Financial
Michigan
$2.94M
B
307
BP
United Kingdom
$2.93M
JC
308
Jacobs & Co
California
$2.93M +$41.2K +361 +1%
MCM
309
Monarch Capital Management
Indiana
$2.9M
CIA
310
Choate Investment Advisors
Massachusetts
$2.88M -$105K -922 -4%
CWM
311
Calamos Wealth Management
Illinois
$2.78M +$95.8K +840 +4%
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$2.66M -$157K -1,376 -6%
PG
313
PEAK6 Group
Illinois
$2.66M -$2.22M -19,499 -46%
MM
314
Meridian Management
Arkansas
$2.65M
ICOM
315
Investment Counselors of Maryland
Maryland
$2.64M -$126K -1,107 -5%
AMI
316
Amica Mutual Insurance
Rhode Island
$2.64M
SB
317
Suntrust Banks
Georgia
$2.62M -$514K -4,509 -16%
Mackenzie Financial
318
Mackenzie Financial
Ontario, Canada
$2.61M -$1.67M -14,664 -39%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$2.6M -$86.4K -757 -3%
BSPF
320
British Steel Pension Fund
United Kingdom
$2.58M
MSA
321
Mason Street Advisors
Wisconsin
$2.57M -$3.25M -28,526 -56%
GIA
322
Gateway Investment Advisers
Ohio
$2.57M +$44.2K +387 +2%
GHA
323
GW Henssler & Associates
Georgia
$2.54M +$2.54M +22,280 New
AAF
324
Andra AP-fonden
Sweden
$2.53M -$964K -8,446 -28%
BUB
325
BBVA USA Bancshares
Texas
$2.53M +$270K +2,366 +12%

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.