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Zimmer Biomet

819 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $212M | Put options by funds: $81.3M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

7% more capital invested

Capital invested by funds: $21B → $22.5B (+$1.55B)

1.59% more ownership

Funds ownership: 87.96%89.54% (+1.6%)

0% more funds holding

Funds holding: 817819 (+2)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

Holders
819
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
20.42%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
67
Increased
265
Reduced
291
Closed
60
Calls
$212M
Puts
$81.3M
Net Calls
+$131M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBTCON
551
First National Bank & Trust Co of Newtown
Pennsylvania
$498K
SAM
552
Strategy Asset Managers
California
$498K
PCM
553
Pointe Capital Management
Michigan
$496K +$133K +1,123 +39%
WIM
554
Westside Investment Management
California
$490K
Luther King Capital Management (LKCM)
555
Luther King Capital Management (LKCM)
Texas
$477K -$183K -1,545 -29%
ASN
556
Advisory Services Network
Georgia
$474K +$4.5K +38 +1%
KCM
557
Kanawha Capital Management
Virginia
$471K
PG
558
PEAK6 Group
Illinois
$467K +$444K +3,743 New
PI
559
Putnam Investments
Massachusetts
$464K -$36.6K -309 -8%
SC
560
Schulhoff & Co
Ohio
$464K +$26.3K +222 +6%
PIM
561
Penobscot Investment Management
Massachusetts
$452K
MC
562
Moors & Cabot
Massachusetts
$451K
WPC
563
White Pine Capital
Minnesota
$446K
DI
564
Diligent Investors
California
$437K +$415K +3,502 New
MA
565
MUFG Americas
New York
$436K -$29K -245 -7%
CSIC
566
Clifford Swan Investment Counsel
California
$419K
RWA
567
Ropes Wealth Advisors
Massachusetts
$415K
CCM
568
Compton Capital Management
Rhode Island
$413K
W
569
Wealthfront
California
$409K +$46.5K +392 +14%
ZIC
570
ZWJ Investment Counsel
Georgia
$407K -$40.3K -340 -9%
MBTD
571
Mechanics Bank - Trust Department
California
$403K -$73.3K -618 -16%
CCA
572
Conservest Capital Advisors
Pennsylvania
$401K +$948 +8 +0.2%
OMCS
573
Old Mutual Customised Solutions
South Africa
$399K
ZB
574
Zions Bancorporation
Utah
$395K +$365K +3,077 +3,309%
SBL
575
Sargent Bickham Lagudis
Colorado
$393K

ZBH Hedge Fund Activity: Q2 2017 in Review

819 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2017, worth a combined $22.5B — up 7.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZBH positions and 60 closed out — a net gain of 7 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Jana Partners, opening a new position worth an estimated $390M. The largest seller was First Manhattan, cutting an estimated $195M.

  • 819 institutional investors held Zimmer Biomet (ZBH) as of Q2 2017, up from 817 in Q1 2017.
  • Funds reported $22.5B of Zimmer Biomet stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 67 funds opened new Zimmer Biomet positions in Q2 2017 and 60 closed out, a net change of +7 holders.
  • The largest Zimmer Biomet buyer in Q2 2017 was Jana Partners, an estimated $390M added.
  • The largest Zimmer Biomet seller in Q2 2017 was First Manhattan, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.