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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
Goldman Sachs
26
Goldman Sachs
New York
$161M -$13.9M -116,944 -8%
SCM
27
Sterling Capital Management
North Carolina
$159M -$1.54M -12,977 -1%
FI
28
Focused Investors
California
$149M -$33.8M -284,898 -19%
MPI
29
Mairs & Power Inc
Minnesota
$138M +$2.26M +19,021 +2%
AI
30
Ariel Investments
Illinois
$136M -$1.81M -15,302 -1%
Citadel Advisors
31
Citadel Advisors
Florida
$135M -$31.3M -264,293 -20%
UBS Group
32
UBS Group
Switzerland
$134M +$105M +887,517 +479%
Legal & General Group
33
Legal & General Group
United Kingdom
$129M +$5.81M +48,984 +5%
VFA
34
Virtus Fund Advisers
Connecticut
$116M +$78.6M +662,872 +238%
Jennison Associates
35
Jennison Associates
New York
$108M +$6.07M +51,168 +6%
AllianceBernstein
36
AllianceBernstein
Tennessee
$106M -$80.2M -676,292 -44%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$101M +$8.88M +74,902 +10%
GCM
38
Glenview Capital Management
New York
$99M
Fidelity International
39
Fidelity International
Bermuda
$98M -$14.8M -125,248 -14%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$97.8M +$87M +734,128 +1,463%
Swiss National Bank
41
Swiss National Bank
Switzerland
$93.9M +$2.64M +22,248 +3%
TCIM
42
TIAA CREF Investment Management
New York
$90.6M -$695K -5,866 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$87.4M +$2M +16,852 +2%
Morgan Stanley
44
Morgan Stanley
New York
$87.1M -$11.4M -95,928 -12%
Charles Schwab
45
Charles Schwab
California
$86M +$888K +7,492 +1%
Primecap Management
46
Primecap Management
California
$85.5M +$27.1M +228,454 +50%
PPA
47
Parametric Portfolio Associates
Washington
$85M +$28.1M +237,198 +53%
Wells Fargo
48
Wells Fargo
California
$83.5M -$20.7M -174,318 -21%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$82.1M +$77.1M +650,336 +8,228%
UBS AM
50
UBS AM
Illinois
$81.7M +$15.4M +130,248 +25%

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.