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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
MMG
326
Monetary Management Group
Missouri
$2.32M -$22.5K -190 -1%
AIA
327
Affinity Investment Advisors
California
$2.32M -$1.55M -13,061 -41%
SCA
328
Sage Capital Advisors
South Dakota
$2.29M +$2.18M +18,392 New
KCM
329
Kempner Capital Management
Texas
$2.29M +$38.1K +321 +2%
NMERB
330
New Mexico Educational Retirement Board
New Mexico
$2.27M -$208K -1,751 -8%
FA
331
FDx Advisors
Illinois
$2.23M +$245K +2,070 +13%
SB
332
Suntrust Banks
Georgia
$2.23M +$128K +1,083 +6%
NONA
333
Ninety One North America
New York
$2.21M +$138K +1,164 +7%
Parallax Volatility Advisers
334
Parallax Volatility Advisers
California
$2.19M +$2.08M +17,559 New
UBV
335
United Bank (Virginia)
Virginia
$2.13M +$2.03M +17,098 New
DADC
336
D.A. Davidson & Co
Montana
$2.1M +$17.2K +145 +0.9%
NLGIA
337
Nippon Life Global Investors Americas
New York
$2.06M -$13.8M -116,441 -88%
OI
338
Oakbrook Investments
Illinois
$2.06M +$944K +7,962 +93%
TWI
339
Thomas White International
Illinois
$2.05M
SMDAM
340
Sumitomo Mitsui DS Asset Management
Japan
$2.01M -$91.8K -774 -5%
SO
341
STRS Ohio
Ohio
$2M +$328K +2,767 +21%
WSCM
342
Wellington Shields Capital Management
New York
$1.99M -$72.7K -613 -4%
IG
343
ING Group
Netherlands
$1.99M +$1.89M +15,935 New
RWA
344
River Wealth Advisors
Pennsylvania
$1.94M +$26.4K +223 +1%
COPPSERS
345
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.92M +$4.03K +34 +0.2%
Tudor Investment Corp
346
Tudor Investment Corp
Connecticut
$1.92M -$30M -252,887 -94%
SNT
347
Security National Trust
West Virginia
$1.9M -$49K -413 -3%
Creative Planning
348
Creative Planning
Kansas
$1.89M -$73K -616 -4%
NLI
349
Nippon Life Insurance
Japan
$1.89M -$1.42K -12 -0.1%
Brown Advisory
350
Brown Advisory
Maryland
$1.87M -$84.9K -716 -5%

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.