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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
CAW
601
Cornerstone Advisors (Washington)
Washington
$254K +$17.9K +157 +8%
WSCM
602
Wellington Shields Capital Management
New York
$253K
DHFB
603
Dixon Hubard Feinour & Brown
Virginia
$252K
LCM
604
Liberty Capital Management
Michigan
$252K
EFS
605
Essex Financial Services
Connecticut
$249K +$4.79K +42 +2%
OMCS
606
Old Mutual Customised Solutions
South Africa
$247K
PTC
607
Private Trust Company
Ohio
$245K -$2.85K -25 -1%
TNBTD
608
Trustmark National Bank Trust Department
Mississippi
$244K +$2.62K +23 +1%
CFMC
609
Curbstone Financial Management Corp
New Hampshire
$236K
SLG
610
Stanley-Laman Group
Pennsylvania
$235K
PCM
611
Price Capital Management
Louisiana
$235K +$235K +2,060 New
FHA
612
First Horizon Advisors
Tennessee
$234K -$114 -1 -0%
CCA
613
Checchi Capital Advisers
California
$231K +$231K +2,025 New
MGIA
614
Moneta Group Investment Advisors
Missouri
$229K -$228 -2 -0.1%
CIC
615
Carnegie Investment Counsel
Ohio
$229K
PAG
616
Private Advisor Group
New Jersey
$228K +$228K +1,998 New
MSR
617
Main Street Research
Connecticut
$227K
PWLP
618
Prio Wealth Limited Partnership
Massachusetts
$225K +$10.2K +89 +5%
FMLI
619
Fukoku Mutual Life Insurance
Japan
$223K -$3.43M -30,076 -94%
WP
620
WMS Partners
Maryland
$220K +$220K +1,930 New
HAIM
621
Hunter Associates Investment Management
Pennsylvania
$216K
HCM
622
Hengehold Capital Management
Ohio
$215K
ST
623
Spot Trading
Illinois
$212K -$298K -2,609 -58%
RMDI
624
R.M. Davis Inc
Maine
$212K +$212K +1,854 New
UBWV
625
United Bank (West Virginia)
West Virginia
$211K -$24.3K -213 -10%

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.