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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
SKK
351
Shepherd Kaplan Krochuk
Massachusetts
$1.65M -$24.9K -220 -2%
AL
352
Airain Ltd
Guernsey
$1.64M +$818K +7,225 +106%
Korea Investment Corp
353
Korea Investment Corp
South Korea
$1.63M +$1.57M +13,905 New
CBTWT
354
Community Bank & Trust (Waco, Texas)
Texas
$1.6M -$42.8K -378 -3%
EA
355
Euclid Advisors
Connecticut
$1.58M +$173K +1,525 +13%
NSAM
356
North Star Asset Management
Wisconsin
$1.58M -$125K -1,107 -8%
LSERS
357
Louisiana State Employees Retirement System
Louisiana
$1.58M +$128K +1,133 +9%
IAA
358
Ironsides Asset Advisors
North Carolina
$1.57M
JGUA
359
John G. Ullman & Associates
New York
$1.57M -$11.7K -103 -0.8%
TCM
360
Tradition Capital Management
New Jersey
$1.54M -$23.9K -211 -2%
WCM
361
Wunderlich Capital Managemnt
Tennessee
$1.53M +$6.11K +54 +0.4%
MERSOM
362
Municipal Employees' Retirement System of Michigan
Michigan
$1.53M +$842K +7,437 +132%
BG
363
Bahl & Gaynor
Ohio
$1.52M -$1.36K -12 -0.1%
Cambridge Investment Research Advisors
364
Cambridge Investment Research Advisors
Iowa
$1.51M +$54K +477 +4%
William Blair & Company
365
William Blair & Company
Illinois
$1.51M +$239K +2,111 +20%
PSUF
366
People's United Financial
Connecticut
$1.5M -$11.7K -103 -0.8%
HCP
367
Holt Capital Partners
Texas
$1.5M
HFS
368
HL Financial Services
Kentucky
$1.5M -$66.8K -590 -4%
RC
369
RegentAtlantic Capital
New Jersey
$1.5M -$26.3K -232 -2%
LMGAM
370
Liberty Mutual Group Asset Management
Massachusetts
$1.5M +$133K +1,176 +10%
MMG
371
Monetary Management Group
Missouri
$1.48M +$1.44M +12,684 New
FT
372
Fiduciary Trust
Massachusetts
$1.45M
CS
373
Candriam SCA
Luxembourg
$1.45M +$92.1K +814 +7%
GLA
374
Great Lakes Advisors
Illinois
$1.42M +$1.12M +9,894 +442%
SIM
375
Sentry Investment Management
Wisconsin
$1.42M

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.