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Zimmer Biomet

818 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $159M | Put options by funds: $58.8M

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 274

0.04% less ownership

Funds ownership: 89.54%89.5% (-0.04%)

0% less funds holding

Funds holding: 819818 (-1)

9% less capital invested

Capital invested by funds: $22.5B → $20.6B (-$1.94B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
20.39%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.37%
New
66
Increased
291
Reduced
274
Closed
57
Calls
$159M
Puts
$58.8M
Net Calls
+$101M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$140M -$6.9M -59,776 -5%
FI
27
Focused Investors
California
$132M -$3.95M -34,196 -3%
MPI
28
Mairs & Power Inc
Minnesota
$128M +$2.15M +18,601 +2%
AI
29
Ariel Investments
Illinois
$124M -$546K -4,726 -0.4%
Legal & General Group
30
Legal & General Group
United Kingdom
$122M +$4.24M +36,734 +4%
Wells Fargo
31
Wells Fargo
California
$120M +$44.9M +388,919 +58%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$119M +$86.5M +749,763 +249%
Boston Partners
33
Boston Partners
Massachusetts
$110M -$40.1M -347,574 -26%
Jennison Associates
34
Jennison Associates
New York
$100M +$1.64M +14,195 +2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$97.3M +$5.7M +49,419 +6%
SCM
36
Sterling Capital Management
North Carolina
$94.8M -$50.8M -440,090 -35%
Morgan Stanley
37
Morgan Stanley
New York
$90.5M +$11.3M +97,494 +14%
Charles Schwab
38
Charles Schwab
California
$88M +$9.7M +84,052 +12%
Swiss National Bank
39
Swiss National Bank
Switzerland
$87M +$1.44M +12,463 +2%
TCIM
40
TIAA CREF Investment Management
New York
$84.9M +$2.29M +19,809 +3%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$81.7M +$9.42M +81,576 +13%
CRM
42
Cramer Rosenthal McGlynn
Connecticut
$79.9M +$51.1M +442,525 +170%
UBS AM
43
UBS AM
Illinois
$78.4M +$3.92M +33,931 +5%
Primecap Management
44
Primecap Management
California
$77.4M -$535K -4,635 -0.7%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75.7M +$9.34M +80,881 +14%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$75.1M -$4.69M -40,633 -6%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$74.6M +$7.64M +66,182 +11%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$73.3M -$1.58M -13,662 -2%
PPA
49
Parametric Portfolio Associates
Washington
$65.5M -$12.2M -106,096 -16%
Millennium Management
50
Millennium Management
New York
$61.6M -$10.9M -94,052 -15%

ZBH Hedge Fund Activity: Q3 2017 in Review

818 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2017, worth a combined $20.6B — down 8.6% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ZBH positions and 57 closed out — a net gain of 9 holders — while 291 added to existing stakes and 274 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $283M. The largest seller was Ninety One (UK), cutting an estimated $188M.

  • 818 institutional investors held Zimmer Biomet (ZBH) as of Q3 2017, down from 819 in Q2 2017.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2017, down 8.6% quarter-over-quarter.
  • 66 funds opened new Zimmer Biomet positions in Q3 2017 and 57 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q3 2017 was Glenview Capital Management, an estimated $283M added.
  • The largest Zimmer Biomet seller in Q3 2017 was Ninety One (UK), an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.