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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
HighTower Advisors
301
HighTower Advisors
Illinois
$2.93M +$404K +3,405 +17%
Public Sector Pension Investment Board (PSP Investments)
302
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.93M -$2.77M -23,381 -50%
AB
303
Amalgamated Bank
New York
$2.88M +$1.06M +8,978 +63%
FP
304
FDO Partners
Massachusetts
$2.87M -$901K -7,596 -25%
BCCM
305
Bridge Creek Capital Management
Massachusetts
$2.85M +$288K +2,426 +12%
RJFSA
306
Raymond James Financial Services Advisors
Florida
$2.85M +$101K +848 +4%
WSTAM
307
Wilbanks Smith & Thomas Asset Management
Virginia
$2.82M +$79.9K +674 +3%
TRSOTSOK
308
Teachers Retirement System of the State of Kentucky
Kentucky
$2.81M -$153K -1,287 -5%
BTW
309
Boston Trust Walden
Massachusetts
$2.78M +$2.65M +22,338 New
DnB Asset Management
310
DnB Asset Management
Norway
$2.77M -$73.3K -618 -3%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$2.73M -$287K -2,417 -10%
AAF
312
Andra AP-fonden
Sweden
$2.73M +$354K +2,987 +16%
RSCM
313
Rock Springs Capital Management
Maryland
$2.71M
OPERF
314
Oregon Public Employees Retirement Fund
Oregon
$2.68M
SAM
315
Securian Asset Management
Minnesota
$2.61M +$11K +93 +0.4%
KBC Group
316
KBC Group
Belgium
$2.59M +$263K +2,222 +12%
RHAM
317
Round Hill Asset Management
California
$2.53M
ProShare Advisors
318
ProShare Advisors
Maryland
$2.51M -$77.5K -654 -3%
PCM
319
Palouse Capital Management
Washington
$2.46M -$43.7K -369 -2%
ISL
320
Ingalls & Snyder LLC
New York
$2.46M -$76.7K -647 -3%
UCFA
321
United Capital Financial Advisors
Texas
$2.45M +$123K +1,034 +6%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$2.4M +$10.3K +87 +0.5%
BFS
323
Bradley Foster & Sargent
Connecticut
$2.35M +$391K +3,302 +21%
CAM
324
Capstone Asset Management
Texas
$2.33M -$171K -1,443 -7%
WAM
325
World Asset Management
Michigan
$2.32M -$427K -3,599 -16%

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.