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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
UBS AM
26
UBS AM
Illinois
$227M -$5.04M -44,511 -2%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$193M +$17.4M +154,180 +10%
AllianceBernstein
28
AllianceBernstein
Tennessee
$193M +$145M +1,279,315 +344%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$181M -$66.6M -588,113 -28%
EVM
30
Eaton Vance Management
Massachusetts
$163M -$20.4M -180,486 -11%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$152M -$14M -123,818 -9%
TCIM
32
TIAA CREF Investment Management
New York
$151M +$20.1M +177,826 +16%
SCM
33
Sterling Capital Management
North Carolina
$151M -$6.5M -57,450 -4%
WCM
34
Wedge Capital Management
North Carolina
$147M -$3.32M -29,360 -2%
AI
35
Ariel Investments
Illinois
$147M -$6.28M -55,452 -4%
EA
36
Emerald Acquisition
Washington
$132M +$128M +1,127,172 New
BIM
37
BlackRock Investment Management
Delaware
$130M +$14.4M +127,615 +13%
HM
38
HealthCor Management
New York
$120M -$58.3M -515,000 -33%
Legal & General Group
39
Legal & General Group
United Kingdom
$114M +$9.77M +86,288 +10%
Adage Capital Partners
40
Adage Capital Partners
Massachusetts
$110M +$2.27M +20,085 +2%
Wells Fargo
41
Wells Fargo
California
$109M +$30.9M +273,144 +42%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108M -$4.14M -36,592 -4%
O
43
OrbiMed
New York
$104M +$88.5M +782,285 +737%
FI
44
Focused Investors
California
$104M -$1.69M -14,935 -2%
MPI
45
Mairs & Power Inc
Minnesota
$102M +$694K +6,130 +0.7%
TA
46
Teachers Advisors
New York
$101M +$15.7M +139,003 +19%
Jennison Associates
47
Jennison Associates
New York
$99.9M -$18.2M -160,667 -16%
Bessemer Group
48
Bessemer Group
New Jersey
$93.4M -$80.7M -713,064 -47%
JP Morgan Chase
49
JP Morgan Chase
New York
$86.6M -$527K -4,654 -0.6%
ACA
50
Anchor Capital Advisors
Massachusetts
$84.4M -$2.49M -21,988 -3%

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.