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Zimmer Biomet

762 hedge funds and large institutions have $17.2B invested in Zimmer Biomet in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 232 increasing their positions, 284 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $171M | Put options by funds: $48.7M

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

2% more funds holding

Funds holding: 750762 (+12)

5% more capital invested

Capital invested by funds: $16.4B → $17.2B (+$818M)

0.84% more ownership

Funds ownership: 88.24%89.08% (+0.84%)

18% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 284

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
762
Holders Change
+12
Holders Change %
+1.6%
% of All Funds
20.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
75
Increased
232
Reduced
284
Closed
52
Calls
$171M
Puts
$48.7M
Net Calls
+$122M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$157M +$5.63M +49,336 +4%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$156M -$15.1M -132,671 -9%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$152M +$2.21M +19,377 +1%
PIM
29
Perkins Investment Management
Illinois
$145M +$17.7M +155,099 +14%
O
30
OrbiMed
New York
$144M -$6.43M -56,341 -4%
American Century Companies
31
American Century Companies
Missouri
$132M +$56.8M +497,499 +76%
AI
32
Ariel Investments
Illinois
$125M +$2.28M +20,022 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$118M +$108M +943,792 +1,019%
JHIU
34
Janus Henderson Investors US
Colorado
$118M -$230M -2,016,789 -66%
Grantham, Mayo, Van Otterloo & Co (GMO)
35
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$114M +$686K +6,013 +0.6%
BA
36
BlackRock Advisors
Delaware
$111M -$10.2M -89,015 -8%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$104M +$59.1M +517,773 +132%
Calamos Advisors
38
Calamos Advisors
Illinois
$103M +$7.52M +65,939 +8%
Bank of America
39
Bank of America
North Carolina
$101M -$17.2M -151,150 -15%
PI
40
Putnam Investments
Massachusetts
$99.9M -$56.3M -493,746 -36%
TCIM
41
TIAA CREF Investment Management
New York
$96.7M -$3.82M -33,467 -4%
ACA
42
Anchor Capital Advisors
Massachusetts
$93M -$10.2M -89,289 -10%
EC
43
Eminence Capital
New York
$88.8M -$31.7M -278,182 -26%
Wells Fargo
44
Wells Fargo
California
$88.2M -$6.78M -59,435 -7%
SI
45
Sentry Investments
Ontario, Canada
$83.6M +$1.29M +11,330 +2%
Legal & General Group
46
Legal & General Group
United Kingdom
$81.9M +$743K +6,511 +0.9%
MAA
47
Managed Account Advisors
New Jersey
$80.9M +$986K +8,646 +1%
TA
48
Teachers Advisors
New York
$79.4M +$782K +6,851 +1%
EAM
49
Eagle Asset Management
Florida
$78.4M -$8.71M -76,350 -10%
FI
50
Focused Investors
California
$72.9M +$2.28M +19,982 +3%

ZBH Hedge Fund Activity: Q1 2015 in Review

762 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2015, worth a combined $17.2B — up 5% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ZBH positions and 52 closed out — a net gain of 23 holders — while 232 added to existing stakes and 284 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $254M. The largest seller was Janus Henderson Investors US, cutting an estimated $230M.

  • 762 institutional investors held Zimmer Biomet (ZBH) as of Q1 2015, up from 750 in Q4 2014.
  • Funds reported $17.2B of Zimmer Biomet stock for Q1 2015, up 5% quarter-over-quarter.
  • 75 funds opened new Zimmer Biomet positions in Q1 2015 and 52 closed out, a net change of +23 holders.
  • The largest Zimmer Biomet buyer in Q1 2015 was Fidelity Investments, an estimated $254M added.
  • The largest Zimmer Biomet seller in Q1 2015 was Janus Henderson Investors US, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2015.