We are live on ! Find out more
ZBH icon

Zimmer Biomet

765 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

15% more capital invested

Capital invested by funds: $18.7B → $21.5B (+$2.83B)

3% more funds holding

Funds holding: 746765 (+19)

9% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 246

3% less call options, than puts

Call options by funds: $46.9M | Put options by funds: $48.2M

1.72% less ownership

Funds ownership: 94.31%92.59% (-1.7%)

Holders
765
Holders Change
+19
Holders Change %
+2.55%
% of All Funds
20.41%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.53%
New
78
Increased
269
Reduced
246
Closed
51
Calls
$46.9M
Puts
$48.2M
Net Calls
-$1.33M
Net Calls Change
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
301
Meridian Management
Arkansas
$2.75M
ISL
302
Ingalls & Snyder LLC
New York
$2.73M -$113 -1 -0%
TRSOTSOK
303
Teachers Retirement System of the State of Kentucky
Kentucky
$2.73M
DM
304
Delphi Management
Massachusetts
$2.59M -$144K -1,274 -5%
SI
305
SII Investments
Wisconsin
$2.57M +$9.96K +88 +0.4%
SIP
306
Stoneridge Investment Partners
Pennsylvania
$2.55M -$3.51M -31,036 -59%
Caisse de Depot et Placement du Quebec (CDPQ)
307
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.52M -$4.68M -41,364 -66%
WSTAM
308
Wilbanks Smith & Thomas Asset Management
Virginia
$2.47M -$56.6K -500 -2%
CAM
309
Capstone Asset Management
Texas
$2.45M +$169K +1,492 +8%
BF
310
BOK Financial
Oklahoma
$2.42M -$700K -6,183 -23%
KIA
311
KCM Investment Advisors
California
$2.41M +$108K +951 +5%
WAM
312
World Asset Management
Michigan
$2.34M +$190K +1,680 +9%
SAM
313
Securian Asset Management
Minnesota
$2.33M +$237K +2,093 +12%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$2.27M +$151K +1,334 +7%
NC
315
Northpointe Capital
Michigan
$2.25M -$1.64M -14,478 -43%
AAF
316
Andra AP-fonden
Sweden
$2.25M +$187K +1,648 +9%
Marshall Wace
317
Marshall Wace
United Kingdom
$2.23M +$277K +2,446 +15%
GF
318
Gerstein Fisher
New York
$2.22M +$12.7K +112 +0.6%
BTW
319
Boston Trust Walden
Massachusetts
$2.18M
FAAS
320
First Allied Advisory Services
California
$2.12M -$145K -1,280 -7%
PIM
321
Perkins Investment Management
Illinois
$2.1M -$199K -1,760 -9%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$2.1M +$3.73K +33 +0.2%
WSCM
323
Wellington Shields Capital Management
New York
$2.09M +$1.78M +15,686 +708%
FA
324
FDx Advisors
Illinois
$2.08M +$183K +1,620 +10%
HighTower Advisors
325
HighTower Advisors
Illinois
$2.02M -$433K -3,822 -18%

ZBH Hedge Fund Activity: Q2 2016 in Review

765 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2016, worth a combined $21.5B — up 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ZBH positions and 51 closed out — a net gain of 27 holders — while 269 added to existing stakes and 246 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $300M. The largest seller was Royal London Asset Management, cutting an estimated $520M.

  • 765 institutional investors held Zimmer Biomet (ZBH) as of Q2 2016, up from 746 in Q1 2016.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2016, up 15% quarter-over-quarter.
  • 78 funds opened new Zimmer Biomet positions in Q2 2016 and 51 closed out, a net change of +27 holders.
  • The largest Zimmer Biomet buyer in Q2 2016 was Winslow Capital Management, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q2 2016 was Royal London Asset Management, an estimated $520M sold.

Based on aggregated 13F filings for Q2 2016.