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Zimmer Biomet

765 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

15% more capital invested

Capital invested by funds: $18.7B → $21.5B (+$2.83B)

3% more funds holding

Funds holding: 746765 (+19)

9% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 246

3% less call options, than puts

Call options by funds: $46.9M | Put options by funds: $48.2M

1.72% less ownership

Funds ownership: 94.31%92.59% (-1.7%)

Holders
765
Holders Change
+19
Holders Change %
+2.55%
% of All Funds
20.41%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.53%
New
78
Increased
269
Reduced
246
Closed
51
Calls
$46.9M
Puts
$48.2M
Net Calls
-$1.33M
Net Calls Change
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
576
Smithfield Trust
Pennsylvania
$296K
PP
577
Palladium Partners
Virginia
$296K +$31.7K +280 +12%
WSFS
578
Wilmington Savings Fund Society
Delaware
$295K -$99K -875 -26%
SFM
579
Signature Financial Management
Virginia
$295K +$39.6K +350 +16%
TC
580
TradeLink Capital
Illinois
$294K -$201K -1,780 -41%
AF
581
Arrow Financial
New York
$292K
PGFC
582
Peapack-Gladstone Financial Corp
New Jersey
$290K
CIC
583
Carnegie Investment Counsel
Ohio
$288K +$42.8K +378 +19%
NAMA
584
Nikko Asset Management Americas
New York
$286K
MWAC
585
Mariner Wealth Advisors (Cincinnati)
Ohio
$286K +$277K +2,448 New
NAMP
586
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$285K
LJHT
587
Laurie J. Hall Trustee
$281K
CCG
588
Chatham Capital Group
Georgia
$273K
SLG
589
Stanley-Laman Group
Pennsylvania
$267K +$2.6K +23 +1%
BA
590
Boston Advisors
Massachusetts
$266K -$103K -907 -29%
RCA
591
Rowland Carmichael Advisors
Arizona
$266K +$258K +2,276 New
HTC
592
Haverford Trust Company
Pennsylvania
$264K
WB
593
Webster Bank
Connecticut
$262K -$9.39K -83 -4%
DHFB
594
Dixon Hubard Feinour & Brown
Virginia
$258K
CEP
595
Chicago Equity Partners
Illinois
$255K -$3.83M -33,856 -94%
MCM
596
Murphy Capital Management
New Jersey
$255K +$247K +2,184 New
PFS
597
Physicians Financial Services
North Carolina
$253K
CAW
598
Cornerstone Advisors (Washington)
Washington
$250K +$6.68K +59 +3%
HEIP
599
Hudson Edge Investment Partners
New Jersey
$247K -$4.77M -42,142 -95%
FBNAT
600
FirstMerit Bank N.A. Trustee
Ohio
$247K +$239K +2,108 New

ZBH Hedge Fund Activity: Q2 2016 in Review

765 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2016, worth a combined $21.5B — up 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ZBH positions and 51 closed out — a net gain of 27 holders — while 269 added to existing stakes and 246 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $300M. The largest seller was Royal London Asset Management, cutting an estimated $520M.

  • 765 institutional investors held Zimmer Biomet (ZBH) as of Q2 2016, up from 746 in Q1 2016.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2016, up 15% quarter-over-quarter.
  • 78 funds opened new Zimmer Biomet positions in Q2 2016 and 51 closed out, a net change of +27 holders.
  • The largest Zimmer Biomet buyer in Q2 2016 was Winslow Capital Management, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q2 2016 was Royal London Asset Management, an estimated $520M sold.

Based on aggregated 13F filings for Q2 2016.