Zimmer Biomet
812 hedge funds and large institutions have $17.8B invested in Zimmer Biomet in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 284 increasing their positions, 268 reducing their positions, and 102 closing their positions.
14% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 102
6% more repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 268
0% more funds holding
Funds holding: 808 → 812 (+4)
1.29% less ownership
Funds ownership: 90.16% → 88.86% (-1.3%)
21% less capital invested
Capital invested by funds: $22.5B → $17.8B (-$4.68B)
23% less funds holding in top 10
Funds holding in top 10: 22 → 17 (-5)
27% less call options, than puts
Call options by funds: $37.2M | Put options by funds: $51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$239M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$131M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$101M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$79.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$302M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$217M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$123M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$108M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$89.9M |
ZBH Hedge Fund Activity: Q4 2016 in Review
812 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2016, worth a combined $17.8B — down 21% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new ZBH positions and 102 closed out — a net gain of 14 holders — while 284 added to existing stakes and 268 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $239M. The largest seller was Winslow Capital Management, cutting an estimated $302M.
- 812 institutional investors held Zimmer Biomet (ZBH) as of Q4 2016, up from 808 in Q3 2016.
- Funds reported $17.8B of Zimmer Biomet stock for Q4 2016, down 21% quarter-over-quarter.
- 116 funds opened new Zimmer Biomet positions in Q4 2016 and 102 closed out, a net change of +14 holders.
- The largest Zimmer Biomet buyer in Q4 2016 was Massachusetts Financial Services, an estimated $239M added.
- The largest Zimmer Biomet seller in Q4 2016 was Winslow Capital Management, an estimated $302M sold.
Based on aggregated 13F filings for Q4 2016.