Zimmer Biomet
706 hedge funds and large institutions have $13.5B invested in Zimmer Biomet in 2014 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 206 increasing their positions, 285 reducing their positions, and 46 closing their positions.
108% more call options, than puts
Call options by funds: $50.2M | Put options by funds: $24.1M
46% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 46
2% more funds holding
Funds holding: 694 → 706 (+12)
2% less capital invested
Capital invested by funds: $13.9B → $13.5B (-$331M)
1.19% less ownership
Funds ownership: 87.93% → 86.74% (-1.2%)
28% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 285
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$163M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$67.1M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
+$57.5M |
| 4 |
Two Sigma Investments
New York
|
+$41.4M |
| 5 |
D.E. Shaw & Co
New York
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
-$122M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$63.5M |
| 3 |
Barclays
London,
United Kingdom
|
-$60.1M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$52.7M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$51M |
ZBH Hedge Fund Activity: Q1 2014 in Review
706 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2014, worth a combined $13.5B — down 2.4% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ZBH positions and 46 closed out — a net gain of 21 holders — while 206 added to existing stakes and 285 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $163M. The largest seller was Sculptor Capital, exiting entirely with an estimated $122M sold.
- 706 institutional investors held Zimmer Biomet (ZBH) as of Q1 2014, up from 694 in Q4 2013.
- Funds reported $13.5B of Zimmer Biomet stock for Q1 2014, down 2.4% quarter-over-quarter.
- 67 funds opened new Zimmer Biomet positions in Q1 2014 and 46 closed out, a net change of +21 holders.
- The largest Zimmer Biomet buyer in Q1 2014 was Boston Partners, an estimated $163M added.
- The largest Zimmer Biomet seller in Q1 2014 was Sculptor Capital, an estimated $122M sold.
Based on aggregated 13F filings for Q1 2014.