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Zimmer Biomet

762 hedge funds and large institutions have $17.2B invested in Zimmer Biomet in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 232 increasing their positions, 284 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $171M | Put options by funds: $48.7M

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

2% more funds holding

Funds holding: 750762 (+12)

5% more capital invested

Capital invested by funds: $16.4B → $17.2B (+$818M)

0.84% more ownership

Funds ownership: 88.24%89.08% (+0.84%)

18% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 284

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
762
Holders Change
+12
Holders Change %
+1.6%
% of All Funds
20.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
75
Increased
232
Reduced
284
Closed
52
Calls
$171M
Puts
$48.7M
Net Calls
+$122M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QSS
551
Quantitative Systematic Strategies
Florida
$400K +$396K +3,475 New
RIL
552
Rothschild Investment LLC
Illinois
$399K
AIP
553
Ameritas Investment Partners
Nebraska
$395K
DI
554
Diligent Investors
California
$395K
SGAM
555
Steinberg Global Asset Management
Florida
$386K
WSFS
556
Wilmington Savings Fund Society
Delaware
$386K
CCM
557
Compton Capital Management
Rhode Island
$381K
BA
558
Boston Advisors
Massachusetts
$380K
EOJOAM
559
E. Ohman J:or Asset Management
Sweden
$376K
RCM
560
Reynolds Capital Management
Nevada
$376K +$47K +412 +14%
SC
561
Schulhoff & Co
Ohio
$371K
TFF
562
Timothy F. Fidgeon
$367K
CG
563
Clinton Group
New York
$354K +$354K +3,105 New
HC
564
Highmount Capital
New York
$352K -$2.4K -21 -0.7%
Bank of Nova Scotia
565
Bank of Nova Scotia
Ontario, Canada
$352K +$24.6K +216 +8%
SHA
566
Smith Hayes Advisers
Nebraska
$350K +$114 +1 +0%
FCBT
567
First Citizens Bank & Trust
North Carolina
$348K -$43.5K -381 -11%
CL
568
CIM LLC
New York
$348K
MIP
569
Marietta Investment Partners
Wisconsin
$344K
CAN
570
Cetera Advisor Networks
California
$336K +$51.1K +448 +18%
AP
571
Advisor Partners
California
$335K +$3.54K +31 +1%
SF
572
Synovus Financial
Georgia
$326K +$13.9K +122 +4%
FTIOP
573
Fiduciary Trust International of Pennsylvania
Pennsylvania
$323K -$85.2K -747 -21%
FBNAT
574
FirstMerit Bank N.A. Trustee
Ohio
$323K
CFB
575
Cullen/Frost Bankers
Texas
$319K +$11.8K +103 +4%

ZBH Hedge Fund Activity: Q1 2015 in Review

762 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2015, worth a combined $17.2B — up 5% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ZBH positions and 52 closed out — a net gain of 23 holders — while 232 added to existing stakes and 284 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $254M. The largest seller was Janus Henderson Investors US, cutting an estimated $230M.

  • 762 institutional investors held Zimmer Biomet (ZBH) as of Q1 2015, up from 750 in Q4 2014.
  • Funds reported $17.2B of Zimmer Biomet stock for Q1 2015, up 5% quarter-over-quarter.
  • 75 funds opened new Zimmer Biomet positions in Q1 2015 and 52 closed out, a net change of +23 holders.
  • The largest Zimmer Biomet buyer in Q1 2015 was Fidelity Investments, an estimated $254M added.
  • The largest Zimmer Biomet seller in Q1 2015 was Janus Henderson Investors US, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2015.