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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
MWNA
351
Marshall Wace North America
New York
$1.85M -$36.9M -311,196 -95%
ICOM
352
Investment Counselors of Maryland
Maryland
$1.84M -$17.9K -151 -1%
Baird Financial Group
353
Baird Financial Group
Wisconsin
$1.84M +$108K +910 +7%
NB
354
Norinchukin Bank
Japan
$1.79M +$109K +922 +7%
CNC
355
Citizens & Northern Corp
Pennsylvania
$1.79M -$17.3K -146 -1%
BWP
356
Baldwin Wealth Partners
Massachusetts
$1.76M +$7.23K +61 +0.4%
RFC
357
Regions Financial Corp
Alabama
$1.76M -$228K -1,923 -12%
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$1.75M -$102K -861 -6%
BBA
359
BLB&B Advisors
Pennsylvania
$1.75M -$15.2K -128 -0.9%
CBTWT
360
Community Bank & Trust (Waco, Texas)
Texas
$1.75M +$16.5K +139 +1%
1SB
361
1ST Source Bank
Indiana
$1.74M +$55.5K +468 +3%
BSPF
362
British Steel Pension Fund
United Kingdom
$1.71M
RW
363
Rand Wealth
Maryland
$1.68M -$897K -7,564 -36%
BF
364
BOK Financial
Oklahoma
$1.68M +$1.02M +8,629 +178%
SAM
365
Silvercrest Asset Management
New York
$1.68M -$127K -1,075 -7%
WCM
366
Wunderlich Capital Managemnt
Tennessee
$1.66M -$17.4K -147 -1%
SIM
367
Sentry Investment Management
Wisconsin
$1.66M
KRS
368
Kentucky Retirement Systems
Kentucky
$1.66M +$711 +6 +0%
MUAMU
369
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.66M +$1.58M +13,287 New
HFS
370
HL Financial Services
Kentucky
$1.65M -$44K -371 -3%
ONB
371
Old National Bancorp
Indiana
$1.64M -$91.4K -771 -6%
LMGAM
372
Liberty Mutual Group Asset Management
Massachusetts
$1.64M +$195K +1,644 +14%
GIA
373
Gateway Investment Advisers
Ohio
$1.62M -$21.5K -181 -1%
HT
374
Heritage Trust
Oklahoma
$1.61M -$593 -5 -0%
LSERS
375
Louisiana State Employees Retirement System
Louisiana
$1.6M +$12.2K +103 +0.8%

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.