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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
PI
526
Putnam Investments
Massachusetts
$459K -$17.4M -153,985 -98%
SBL
527
Sargent Bickham Lagudis
Colorado
$459K
WTC
528
WhitTier Trust Company
Nevada
$452K
FCI
529
Financial Counselors Inc
Kansas
$451K -$15.6K -138 -3%
KCM
530
Kanawha Capital Management
Virginia
$447K +$6.56K +58 +2%
Bank of Nova Scotia
531
Bank of Nova Scotia
Ontario, Canada
$430K +$25.7K +227 +7%
PIM
532
Penobscot Investment Management
Massachusetts
$424K
WPC
533
White Pine Capital
Minnesota
$418K
MC
534
Moors & Cabot
Massachusetts
$415K +$2.94K +26 +0.7%
TW
535
Transform Wealth
Colorado
$414K +$401K +3,541 New
PTC
536
Private Trust Company
Ohio
$413K +$453 +4 +0.1%
DI
537
Diligent Investors
California
$409K
EDRE
538
Edmond de Rothschild (Europe)
Luxembourg
$407K -$62.2K -550 -14%
EDRH
539
Edmond de Rothschild Holding
Switzerland
$407K -$62.2K -550 -14%
DILH
540
Dai-ichi Life Holdings
Japan
$401K -$84.9K -750 -18%
SAM
541
Symphony Asset Management
California
$399K -$4.07K -36 -1%
CSIC
542
Clifford Swan Investment Counsel
California
$386K -$180K -1,592 -33%
EOJOAM
543
E. Ohman J:or Asset Management
Sweden
$385K
CCM
544
Compton Capital Management
Rhode Island
$377K +$8.71K +77 +2%
LOAME
545
Lombard Odier Asset Management (Europe)
United Kingdom
$375K +$363K +3,206 New
CWA
546
Cypress Wealth Advisors
California
$371K +$1.25K +11 +0.3%
CAN
547
Cetera Advisor Networks
California
$358K -$9.39K -83 -3%
AP
548
Advisor Partners
California
$358K +$18.4K +163 +6%
B
549
Barings
North Carolina
$354K -$620K -5,480 -64%
MIP
550
Marietta Investment Partners
Wisconsin
$353K

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.