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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
CPIM
376
Columbia Partners Investment Management
Virginia
$1.59M +$55K +464 +4%
BG
377
Bahl & Gaynor
Ohio
$1.58M -$32.2K -272 -2%
TAM
378
Tocqueville Asset Management
New York
$1.57M -$6.94M -58,538 -82%
RC
379
RegentAtlantic Capital
New Jersey
$1.54M -$4.27K -36 -0.3%
HCP
380
Holt Capital Partners
Texas
$1.53M -$27.5K -232 -2%
BA
381
Boston Advisors
Massachusetts
$1.53M +$649K +5,477 +81%
LA
382
Lau Associates
Delaware
$1.49M +$12.2K +103 +0.9%
APFBOT
383
Amica Pension Fund Board of Trustees
Rhode Island
$1.46M
JGUA
384
John G. Ullman & Associates
New York
$1.46M -$94K -793 -6%
HBT
385
Hills Bank & Trust
Iowa
$1.45M +$65.9K +556 +5%
FT
386
Fiduciary Trust
Massachusetts
$1.44M
LTFS
387
Ladenburg Thalmann Financial Services
Florida
$1.43M +$39.2K +331 +3%
OPCM
388
Osborne Partners Capital Management
California
$1.41M
LDB
389
Lee, Danner & Bass
Tennessee
$1.41M +$20.4K +172 +2%
SLF
390
Sun Life Financial
Ontario, Canada
$1.38M +$1.3M +11,003 +84,638%
CFB
391
Cullen/Frost Bankers
Texas
$1.37M +$115K +966 +10%
AMI
392
Amica Mutual Insurance
Rhode Island
$1.33M
Cerity Partners
393
Cerity Partners
New York
$1.33M +$27.5K +232 +2%
BCAM
394
Boston Common Asset Management
Massachusetts
$1.33M -$4.83M -40,708 -79%
OFS
395
Orrstown Financial Services
Pennsylvania
$1.32M -$98.8K -833 -7%
FCH
396
Freestone Capital Holdings
Washington
$1.32M -$13.6K -115 -1%
PG
397
Proffitt & Goodson
Tennessee
$1.31M -$129K -1,086 -9%
HCA
398
Harbour Capital Advisors
Virginia
$1.3M +$36.6K +309 +3%
MERSOM
399
Municipal Employees' Retirement System of Michigan
Michigan
$1.29M -$423K -3,564 -26%
CIA
400
Choate Investment Advisors
Massachusetts
$1.28M -$14.9K -126 -1%

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.