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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
NONA
326
Ninety One North America
New York
$2M +$268K +2,369 +16%
TWI
327
Thomas White International
Illinois
$1.98M -$238K -2,104 -11%
CBT
328
Central Bank & Trust
Kentucky
$1.96M +$1.9M +16,798 New
ONB
329
Old National Bancorp
Indiana
$1.96M -$23.5K -208 -1%
COPPSERS
330
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.92M +$312K +2,754 +20%
NLI
331
Nippon Life Insurance
Japan
$1.92M -$42.1K -372 -2%
RFC
332
Regions Financial Corp
Alabama
$1.9M -$97.9K -865 -5%
DnB Asset Management
333
DnB Asset Management
Norway
$1.9M -$5.2M -45,938 -74%
ICOM
334
Investment Counselors of Maryland
Maryland
$1.9M -$11.7K -103 -0.6%
Brown Advisory
335
Brown Advisory
Maryland
$1.89M +$54.2K +479 +3%
SNT
336
Security National Trust
West Virginia
$1.86M -$52.7K -466 -3%
KRS
337
Kentucky Retirement Systems
Kentucky
$1.84M -$139K -1,227 -7%
PAM
338
Panagora Asset Management
Massachusetts
$1.81M +$594K +5,250 +51%
SMDAM
339
Sumitomo Mitsui DS Asset Management
Japan
$1.8M +$117K +1,037 +7%
SAM
340
Silvercrest Asset Management
New York
$1.79M +$80.2K +709 +5%
CBOA
341
Commonwealth Bank of Australia
Australia
$1.76M +$58.5K +517 +4%
TG
342
TCW Group
California
$1.76M +$245K +2,163 +17%
LIA
343
LS Investment Advisors
Michigan
$1.75M +$932K +8,233 +122%
BSPF
344
British Steel Pension Fund
United Kingdom
$1.74M -$574K -5,076 -25%
CNC
345
Citizens & Northern Corp
Pennsylvania
$1.73M +$26.8K +237 +2%
CWM
346
Calamos Wealth Management
Illinois
$1.72M -$95.9K -847 -5%
CIA
347
Choate Investment Advisors
Massachusetts
$1.72M -$224K -1,975 -12%
BBA
348
BLB&B Advisors
Pennsylvania
$1.72M -$17.4K -154 -1%
GIA
349
Gateway Investment Advisers
Ohio
$1.71M -$4.41K -39 -0.3%
AB
350
Amalgamated Bank
New York
$1.69M +$802K +7,087 +111%

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.