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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
CBU
576
CIBC Bank USA
Illinois
$317K
KB
577
Kimelman & Baird
New York
$316K
MSU
578
Maple Securities USA
New Jersey
$316K +$317K +2,774 New
BHWM
579
Bar Harbor Wealth Management
New Hampshire
$313K
FNB
580
First Niagara Bank
New York
$312K -$12K -105 -4%
IB
581
Intrust Bank
Kansas
$310K +$25.4K +223 +9%
DT
582
Diversified Trust
Tennessee
$308K -$35.3K -309 -10%
CFA
583
Camarda Financial Advisors
Florida
$297K
PFSC
584
Peoples Financial Services Corp
Pennsylvania
$296K +$118K +1,030 +66%
BFM
585
Boston Financial Management
Massachusetts
$294K -$44.4K -389 -13%
OIA
586
Optimum Investment Advisors
Illinois
$294K
RWA
587
Ropes Wealth Advisors
Massachusetts
$293K +$293K +2,565 New
SIG
588
Schooner Investment Group
Pennsylvania
$290K +$294K +2,575 New
ST
589
Smithfield Trust
Pennsylvania
$289K
SFT
590
Simmons First Trust
Arkansas
$282K
NAMP
591
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$278K
HCM
592
Highlander Capital Management
New Jersey
$273K
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$272K +$4.11K +36 +2%
DTL
594
Dynamic Technology Lab
Singapore
$271K +$271K +2,377 New
CCG
595
Chatham Capital Group
Georgia
$266K
P
596
Pitcairn
Pennsylvania
$265K -$9.24K -81 -3%
LJHT
597
Laurie J. Hall Trustee
$264K -$35.3K -309 -12%
Fiera Capital (Canada)
598
Fiera Capital (Canada)
Quebec, Canada
$261K +$261K +2,287 New
AI
599
Atria Investments
North Carolina
$259K -$147K -1,288 -36%
W
600
Wealthfront
California
$258K +$79.3K +695 +44%

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.