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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
FNFDCM
501
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$634K -$339K -2,858 -36%
FBC
502
Fairfield, Bush & Co
Connecticut
$629K
NB
503
NBT Bank
New York
$622K -$6.17K -52 -1%
HIM
504
Hermes Investment Management
United Kingdom
$611K +$582K +4,905 New
RGC
505
Roberts, Glore & Co
Illinois
$610K -$11K -93 -2%
BC
506
Bartlett & Co
Ohio
$607K -$14.7K -124 -2%
CA
507
Clearstead Advisors
Ohio
$601K +$67.2K +567 +13%
WA
508
WFG Advisors
Texas
$601K +$570K +4,809 +48,090%
VIA
509
Virtus Investment Advisers
Connecticut
$599K -$154K -1,296 -21%
AIP
510
Ameritas Investment Partners
Nebraska
$594K -$270K -2,281 -32%
CI
511
Conning Inc
Connecticut
$594K -$14.6K -123 -3%
SCM
512
Stonebridge Capital Management
California
$593K
Pacer Advisors
513
Pacer Advisors
Pennsylvania
$590K +$42.9K +362 +8%
MIC
514
Meridian Investment Counsel
California
$589K
MWAC
515
Mariner Wealth Advisors (Cincinnati)
Ohio
$587K +$77.3K +652 +16%
IB
516
Intrust Bank
Kansas
$586K +$43.9K +370 +9%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$583K -$18.5K -156 -3%
PG
518
Pendal Group
Australia
$580K +$551K +4,649 New
NI
519
Numeric Investors
Massachusetts
$578K -$12.2K -103 -2%
AAP
520
Ardsley Advisory Partners
Connecticut
$578K
Aristotle Capital Management
521
Aristotle Capital Management
California
$578K
GT
522
Glenview Trust
Kentucky
$576K -$4.86K -41 -0.9%
MCIM
523
Meadow Creek Investment Management
Georgia
$571K -$3.91K -33 -0.7%
LWCFA
524
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$570K
HPC
525
HM Payson & Co
Maine
$567K

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.