We are live on ! Find out more
ZBH icon

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
BWM
476
BerganKDV Wealth Management
Minnesota
$619K +$37.9K +335 +7%
AAM
477
Advisors Asset Management
Colorado
$611K -$566 -5 -0.1%
BC
478
Bartlett & Co
Ohio
$607K
FAT
479
First American Trust
California
$607K
MYAM
480
Meiji Yasuda Asset Management
Japan
$607K +$588K +5,196 New
MA
481
MUFG Americas
New York
$606K -$51.2K -452 -8%
KS
482
Karpas Strategies
Connecticut
$597K
NB
483
NBT Bank
New York
$596K -$5.77K -51 -1%
PA
484
Probity Advisors
Texas
$596K +$577K +5,102 New
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$595K -$34.5K -305 -6%
LWCFA
486
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$592K
CTC
487
Central Trust Company
Missouri
$592K +$4.98K +44 +0.9%
FBC
488
Fairfield, Bush & Co
Connecticut
$590K
DSC
489
Duncker Streett & Co
Missouri
$586K -$63.2K -558 -10%
SCM
490
Stonebridge Capital Management
California
$580K
CC
491
Cannell & Co
New York
$578K
HIM
492
Hermes Investment Management
United Kingdom
$573K
Daiwa Securities Group
493
Daiwa Securities Group
Japan
$572K +$40.9K +361 +8%
BAM
494
Burnham Asset Management
New York
$568K -$211K -1,868 -28%
SB
495
Simmons Bank
Arkansas
$557K -$4.64K -41 -0.9%
EWM
496
Evercore Wealth Management
New York
$555K +$7.92K +70 +1%
MIC
497
Meridian Investment Counsel
California
$553K -$14.6K -129 -3%
MSV
498
MN Services Vermogensbeheer
Netherlands
$550K +$41K +362 +7%
CCT
499
Chemung Canal Trust
New York
$548K -$91K -804 -15%
PWAG
500
Polaris Wealth Advisory Group
California
$548K +$16.1K +142 +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.