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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
NIA
626
Northstar Investment Advisors
Colorado
$210K -$5.59K -49 -3%
BST
627
Bath Savings Trust
Maine
$207K +$207K +1,810 New
FC
628
FIC Capital
New York
$204K +$204K +1,792 New
BC
629
Banced Corp
Illinois
$203K -$82.4K -722 -29%
AW
630
Alpha Windward
Massachusetts
$202K -$7.42K -65 -4%
CT
631
Cambridge Trust
Massachusetts
$202K +$201K +1,766 New
PP
632
Palladium Partners
Virginia
$202K +$202K +1,773 New
TAM
633
Taurus Asset Management
New York
$200K +$200K +1,753 New
MCM
634
Manchester Capital Management
Vermont
$182K -$115K -1,010 -39%
BBHC
635
Brown Brothers Harriman & Co
New York
$180K
F
636
FolioMetrix
Nebraska
$179K -$12.3K -108 -6%
BEAM
637
Baker Ellis Asset Management
Washington
$162K
CLOS
638
Compagnie Lombard Odier SCmA
Switzerland
$158K +$76.4K +670 +93%
ARMT
639
Amica Retiree Medical Trust
Rhode Island
$154K
LNB
640
Ledyard National Bank
$148K +$5.48K +48 +4%
CFA
641
Carroll Financial Associates
North Carolina
$146K
Fuller & Thaler Asset Management
642
Fuller & Thaler Asset Management
California
$141K -$23.5K -206 -14%
GIS
643
Guardian Investor Services
New York
$137K
WP
644
WealthPLAN Partners
Nebraska
$135K +$135K +1,185 New
MWAN
645
Mariner Wealth Advisors (NYC)
Kansas
$118K +$118K +1,033 New
SC
646
Searle & Co
Connecticut
$117K
FANJ
647
Financial Architects (New Jersey)
New Jersey
$116K
MIC
648
MU Investments Company
Japan
$106K
First Eagle Investment Management
649
First Eagle Investment Management
New York
$103K
FCCM
650
First City Capital Management
Georgia
$102K

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.