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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
LTFS
376
Ladenburg Thalmann Financial Services
Florida
$1.42M +$117K +1,013 +9%
HCP
377
Holt Capital Partners
Texas
$1.41M +$17.9K +155 +1%
BG
378
Bahl & Gaynor
Ohio
$1.4M -$44.6K -386 -3%
RC
379
RegentAtlantic Capital
New Jersey
$1.39M -$13.7K -119 -1%
BA
380
Boston Advisors
Massachusetts
$1.39M
FT
381
Fiduciary Trust
Massachusetts
$1.39M +$75.7K +656 +6%
BFS
382
Bradley Foster & Sargent
Connecticut
$1.39M -$770K -6,670 -35%
BWP
383
Baldwin Wealth Partners
Massachusetts
$1.39M -$226K -1,957 -14%
TWI
384
Thomas White International
Illinois
$1.38M -$493K -4,274 -26%
BF
385
BOK Financial
Oklahoma
$1.38M -$156K -1,353 -10%
First Trust Advisors
386
First Trust Advisors
Illinois
$1.36M -$11.3M -98,275 -89%
SAM
387
Silvercrest Asset Management
New York
$1.36M -$174K -1,509 -11%
LA
388
Lau Associates
Delaware
$1.36M
Cerity Partners
389
Cerity Partners
New York
$1.34M +$132K +1,141 +11%
APFBOT
390
Amica Pension Fund Board of Trustees
Rhode Island
$1.33M
FCH
391
Freestone Capital Holdings
Washington
$1.33M +$122K +1,053 +10%
JGUA
392
John G. Ullman & Associates
New York
$1.32M -$7.85K -68 -0.6%
MCWS
393
McKinley Carter Wealth Services
West Virginia
$1.3M +$1.32M +11,455 New
HCA
394
Harbour Capital Advisors
Virginia
$1.29M +$103K +896 +9%
OPCM
395
Osborne Partners Capital Management
California
$1.29M
KCM
396
Kempner Capital Management
Texas
$1.28M -$814K -7,050 -38%
GH
397
GAM Holding
Switzerland
$1.27M -$3.61M -31,312 -74%
BSPF
398
British Steel Pension Fund
United Kingdom
$1.25M -$315K -2,733 -20%
Public Sector Pension Investment Board (PSP Investments)
399
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.25M -$1.44M -12,513 -53%
Los Angeles Capital Management
400
Los Angeles Capital Management
California
$1.23M +$63K +546 +5%

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.