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Zimmer Biomet

818 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $159M | Put options by funds: $58.8M

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 274

0.04% less ownership

Funds ownership: 89.54%89.5% (-0.04%)

0% less funds holding

Funds holding: 819818 (-1)

9% less capital invested

Capital invested by funds: $22.5B → $20.6B (-$1.94B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
20.39%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.37%
New
66
Increased
291
Reduced
274
Closed
57
Calls
$159M
Puts
$58.8M
Net Calls
+$101M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
601
Rampart Investment Management
Connecticut
$320K +$17.4K +151 +6%
LOAME
602
Lombard Odier Asset Management (Europe)
United Kingdom
$319K
GRP
603
Global Retirement Partners
California
$314K +$41.1K +356 +15%
AT
604
Argent Trust
Texas
$314K +$115K +993 +56%
RI
605
Ridgewood Investments
New Jersey
$311K +$55.3K +479 +21%
BC
606
Brinker Capital
Pennsylvania
$311K +$315K +2,732 New
JG
607
Jefferies Group
New York
$310K +$314K +2,724 New
MML Investors Services
608
MML Investors Services
Massachusetts
$305K -$23.1K -200 -7%
KB
609
Kimelman & Baird
New York
$304K
RMDI
610
R.M. Davis Inc
Maine
$303K
VFA
611
Voya Financial Advisors
Connecticut
$303K +$40.7K +353 +15%
WS
612
Wedbush Securities
California
$302K +$14.2K +123 +5%
CBU
613
CIBC Bank USA
Illinois
$300K
RCM
614
Radnor Capital Management
Pennsylvania
$300K
CCIA
615
Campbell & Co Investment Adviser
Maryland
$299K +$102K +886 +51%
SHCM
616
Stokes & Hubbell Capital Management
Louisiana
$298K +$303K +2,625 New
HTC
617
Haverford Trust Company
Pennsylvania
$297K +$5.89K +51 +2%
CFA
618
Camarda Financial Advisors
Florida
$296K
HWM
619
Holloway Wealth Management
Florida
$293K
HCM
620
Hengehold Capital Management
Ohio
$291K
OCM
621
One Capital Management
California
$288K +$28.3K +245 +11%
PP
622
Palladium Partners
Virginia
$286K -$7.27K -63 -2%
AF
623
Arrow Financial
New York
$283K
FNT
624
First National Trust
Pennsylvania
$283K +$288K +2,496 New
Robeco Institutional Asset Management
625
Robeco Institutional Asset Management
Netherlands
$281K +$123K +1,067 +76%

ZBH Hedge Fund Activity: Q3 2017 in Review

818 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2017, worth a combined $20.6B — down 8.6% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ZBH positions and 57 closed out — a net gain of 9 holders — while 291 added to existing stakes and 274 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $283M. The largest seller was Ninety One (UK), cutting an estimated $188M.

  • 818 institutional investors held Zimmer Biomet (ZBH) as of Q3 2017, down from 819 in Q2 2017.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2017, down 8.6% quarter-over-quarter.
  • 66 funds opened new Zimmer Biomet positions in Q3 2017 and 57 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q3 2017 was Glenview Capital Management, an estimated $283M added.
  • The largest Zimmer Biomet seller in Q3 2017 was Ninety One (UK), an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.