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Zimmer Biomet

818 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $159M | Put options by funds: $58.8M

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 274

0.04% less ownership

Funds ownership: 89.54%89.5% (-0.04%)

0% less funds holding

Funds holding: 819818 (-1)

9% less capital invested

Capital invested by funds: $22.5B → $20.6B (-$1.94B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
20.39%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.37%
New
66
Increased
291
Reduced
274
Closed
57
Calls
$159M
Puts
$58.8M
Net Calls
+$101M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
326
Verition Fund Management
Connecticut
$2.11M -$802K -6,950 -27%
WAM
327
World Asset Management
Michigan
$2.11M -$9.12K -79 -0.4%
LPL Financial
328
LPL Financial
California
$2.09M -$1.23M -10,618 -37%
Baird Financial Group
329
Baird Financial Group
Wisconsin
$2.08M +$412K +3,570 +24%
SWP
330
Stratos Wealth Partners
Ohio
$2.07M -$893K -7,737 -30%
SCA
331
Sage Capital Advisors
South Dakota
$2.06M -$35.3K -306 -2%
GL
332
GLG LLC
New York
$2.03M +$997K +8,635 +93%
DVM
333
Dreman Value Management
Florida
$2.02M +$979K +8,483 +100%
CNC
334
Citizens & Northern Corp
Pennsylvania
$1.96M +$332K +2,872 +20%
DADC
335
D.A. Davidson & Co
Montana
$1.93M +$19.9K +172 +1%
COPPSERS
336
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.93M +$178K +1,538 +10%
Mackenzie Financial
337
Mackenzie Financial
Ontario, Canada
$1.88M +$1.91M +16,540 New
SB
338
Suntrust Banks
Georgia
$1.85M -$188K -1,627 -9%
SMDAM
339
Sumitomo Mitsui DS Asset Management
Japan
$1.83M +$2.31K +20 +0.1%
SO
340
STRS Ohio
Ohio
$1.83M +$10.3K +89 +0.6%
Creative Planning
341
Creative Planning
Kansas
$1.79M +$69.7K +604 +4%
RWA
342
River Wealth Advisors
Pennsylvania
$1.77M +$3.92K +34 +0.2%
NB
343
Norinchukin Bank
Japan
$1.76M +$129K +1,120 +8%
PAPAIJV
344
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.76M +$1.78M +15,450 New
NG
345
NatWest Group
United Kingdom
$1.74M -$3.97M -34,420 -69%
NLI
346
Nippon Life Insurance
Japan
$1.72M +$2.19K +19 +0.1%
OI
347
Oakbrook Investments
Illinois
$1.71M -$170K -1,473 -9%
FA
348
FDx Advisors
Illinois
$1.69M -$348K -3,014 -17%
OAM
349
Oxford Asset Management
United Kingdom
$1.69M +$1.73M +15,017 New
SNT
350
Security National Trust
West Virginia
$1.66M -$68.1K -590 -4%

ZBH Hedge Fund Activity: Q3 2017 in Review

818 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2017, worth a combined $20.6B — down 8.6% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ZBH positions and 57 closed out — a net gain of 9 holders — while 291 added to existing stakes and 274 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $283M. The largest seller was Ninety One (UK), cutting an estimated $188M.

  • 818 institutional investors held Zimmer Biomet (ZBH) as of Q3 2017, down from 819 in Q2 2017.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2017, down 8.6% quarter-over-quarter.
  • 66 funds opened new Zimmer Biomet positions in Q3 2017 and 57 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q3 2017 was Glenview Capital Management, an estimated $283M added.
  • The largest Zimmer Biomet seller in Q3 2017 was Ninety One (UK), an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.