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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
RHJA
451
Rice Hall James & Associates
California
$905K
PWAP
452
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$903K +$74.5K +628 +9%
KJHP
453
K.J. Harrison & Partners
Ontario, Canada
$899K -$2.69M -22,660 -76%
HCM
454
Howland Capital Management
Massachusetts
$896K -$8.3K -70 -1%
SLI
455
Sumitomo Life Insurance
Japan
$896K +$35.8K +302 +4%
AAM
456
AR Asset Management
California
$864K
SC
457
Stralem & Co
New York
$860K
GLRA
458
Gerald L. Ray & Associates
Texas
$859K -$24.4K -206 -3%
NRS
459
Neville Rodie & Shaw
New York
$819K -$78.2K -660 -9%
GXMC
460
Global X Management Company
New York
$811K +$226K +1,909 +42%
FCI
461
Financial Counselors Inc
Kansas
$798K +$8.89K +75 +1%
CIM
462
CIM Investment Management
Pennsylvania
$789K +$31.2K +263 +4%
NA
463
Neuburgh Advisers
California
$785K -$5.45K -46 -0.7%
GG
464
Gofen & Glossberg
Illinois
$778K +$19.7K +166 +3%
IFB
465
iAB Financial Bank
Indiana
$769K +$75.2K +634 +11%
BB
466
Busey Bank
Illinois
$765K
RP
467
Reinhart Partners
Wisconsin
$765K +$30.6K +258 +4%
GLA
468
Great Lakes Advisors
Illinois
$763K -$948 -8 -0.1%
LBC
469
Lawrence B. Cohen
$760K -$9.72K -82 -1%
IIM
470
Intact Investment Management
Quebec, Canada
$757K
DIA
471
Dean Investment Associates
Ohio
$753K +$24.2K +204 +3%
JIM
472
Jensen Investment Management
Oregon
$751K +$139K +1,175 +24%
IDBONY
473
Israel Discount Bank of New York
New York
$744K -$12.8K -108 -2%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$736K +$46.9K +396 +7%
GI
475
Glovista Investments
New Jersey
$732K -$12.2K -103 -2%

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.