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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
BDWM
526
Brewin Dolphin Wealth Management
Ireland
$535K +$543K +4,707 New
CCA
527
Cobblestone Capital Advisors
New York
$535K +$53.6K +464 +11%
AIP
528
Ameritas Investment Partners
Nebraska
$528K
Aristotle Capital Management
529
Aristotle Capital Management
California
$527K
CA
530
Clearstead Advisors
Ohio
$520K -$28.2K -244 -5%
PG
531
Pendal Group
Australia
$518K -$11.1K -96 -2%
ECM
532
Estabrook Capital Management
New York
$517K
FAAS
533
First Allied Advisory Services
California
$508K -$334K -2,896 -39%
AIM
534
Achmea Investment Management
Netherlands
$503K
EGM
535
Engineers Gate Manager
New York
$502K +$510K +4,416 New
VIA
536
Virtus Investment Advisers
Connecticut
$500K -$47.7K -413 -9%
Tudor Investment Corp
537
Tudor Investment Corp
Connecticut
$486K -$1.28M -11,102 -72%
IB
538
Intrust Bank
Kansas
$484K -$51K -442 -9%
SGAM
539
Steinberg Global Asset Management
Florida
$483K
TCOV
540
Trust Company of Vermont
Vermont
$481K
VFA
541
Valeo Financial Advisors
Indiana
$481K +$488K +4,229 New
HPC
542
HM Payson & Co
Maine
$480K -$37.7K -327 -7%
TWA
543
TCI Wealth Advisors
Arizona
$475K
MCA
544
Morris Capital Advisors
Pennsylvania
$473K +$1.04K +9 +0.2%
PK
545
Pflug Koory
Nebraska
$472K
GT
546
Glenview Trust
Kentucky
$470K -$55.5K -481 -10%
MWAC
547
Mariner Wealth Advisors (Cincinnati)
Ohio
$467K -$69.4K -601 -13%
AP
548
Advisor Partners
California
$465K -$38.7K -335 -8%
SB
549
Simmons Bank
Arkansas
$464K -$11.5K -100 -2%
Assenagon Asset Management
550
Assenagon Asset Management
Luxembourg
$464K +$472K +4,086 New

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.