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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
NRS
426
Neville Rodie & Shaw
New York
$908K -$64.2K -567 -7%
LPL Financial
427
LPL Financial
California
$897K -$4.04M -35,723 -82%
V
428
Veritable
Delaware
$882K +$65.4K +578 +8%
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$872K -$100K -884 -11%
Squarepoint
430
Squarepoint
New York
$869K +$554K +4,897 +193%
GA
431
Geneva Advisors
Illinois
$867K +$301K +2,663 +56%
HBT
432
Hills Bank & Trust
Iowa
$858K +$49K +433 +6%
AG
433
Advisor Group
Arizona
$854K +$829K +7,328 New
RHJA
434
Rice Hall James & Associates
California
$848K
HCM
435
Howland Capital Management
Massachusetts
$841K +$5.88K +52 +0.7%
GLRA
436
Gerald L. Ray & Associates
Texas
$839K
RCAMU
437
Rothschild & Co Asset Management US
Connecticut
$833K +$39.3K +347 +5%
CIM
438
CIM Investment Management
Pennsylvania
$829K -$36.1K -319 -4%
P
439
Pitcairn
Pennsylvania
$829K +$554K +4,892 +222%
HCA
440
Harbour Capital Advisors
Virginia
$825K -$1.7K -15 -0.2%
LBC
441
Lawrence B. Cohen
$825K
Koshinski Asset Management
442
Koshinski Asset Management
Illinois
$819K +$793K +7,005 New
IIM
443
Intact Investment Management
Quebec, Canada
$818K
AAM
444
AR Asset Management
California
$810K
CMBA
445
C.M. Bidwell & Associates
Hawaii
$799K +$141K +1,246 +22%
SWP
446
Stratos Wealth Partners
Ohio
$791K +$463K +4,089 +153%
Northwestern Mutual Wealth Management
447
Northwestern Mutual Wealth Management
Wisconsin
$787K +$325K +2,876 +74%
CC
448
Courier Capital
New York
$763K -$140K -1,239 -16%
SBH
449
Segall Bryant & Hamill
Illinois
$763K +$218K +1,924 +42%
BB
450
Busey Bank
Illinois
$762K -$10.5K -93 -1%

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.