Zimmer Biomet
ZBH
707 hedge funds and large institutions have $15.3B invested in Zimmer Biomet in 2014 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 203 increasing their positions, 288 reducing their positions, and 56 closing their positions.
284% more call options, than puts
Call options by funds: $256M | Put options by funds: $66.5M
13% more capital invested
Capital invested by funds: $13.5B → $15.3B (+$1.8B)
11% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 56
1.78% more ownership
Funds ownership: 86.74% → 88.52% (+1.8%)
0% more funds holding
Funds holding: 706 → 707 (+1)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
30% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 288
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$267M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$207M |
| 3 |
SIG
Senator Investment Group
New York
|
+$186M |
| 4 |
Goldman Sachs
New York
|
+$166M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$840M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$141M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$124M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$107M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$75.9M |
ZBH Hedge Fund Activity: Q2 2014 in Review
707 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2014, worth a combined $15.3B — up 13% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ZBH positions and 56 closed out — a net gain of 6 holders — while 203 added to existing stakes and 288 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $267M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $840M sold.
- 707 institutional investors held Zimmer Biomet (ZBH) as of Q2 2014, up from 706 in Q1 2014.
- Funds reported $15.3B of Zimmer Biomet stock for Q2 2014, up 13% quarter-over-quarter.
- 62 funds opened new Zimmer Biomet positions in Q2 2014 and 56 closed out, a net change of +6 holders.
- The largest Zimmer Biomet buyer in Q2 2014 was Fidelity Investments, an estimated $267M added.
- The largest Zimmer Biomet seller in Q2 2014 was Capital Research Global Investors, an estimated $840M sold.
Based on aggregated 13F filings for Q2 2014.