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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
TAM
626
Taurus Asset Management
New York
$205K +$198K +1,753 New
FMLI
627
Fukoku Mutual Life Insurance
Japan
$193K -$35K -309 -16%
AW
628
Alpha Windward
Massachusetts
$190K -$10.9K -96 -6%
MCM
629
Manchester Capital Management
Vermont
$187K
IA
630
IFP Advisors
Florida
$181K +$43K +380 +32%
BEAM
631
Baker Ellis Asset Management
Washington
$166K
FPB
632
First PREMIER Bank
South Dakota
$161K
ARMT
633
Amica Retiree Medical Trust
Rhode Island
$158K
SSB
634
Sandy Spring Bank
Maryland
$155K -$11.7K -103 -7%
EWM
635
Endurance Wealth Management
Rhode Island
$153K
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$151K +$93.3K +824 +174%
ClearBridge Investments
637
ClearBridge Investments
New York
$149K -$93.3K -824 -39%
WP
638
WealthPLAN Partners
Nebraska
$149K +$239K +2,116 New
LNB
639
Ledyard National Bank
$147K -$17.1K -151 -11%
CFG
640
Citizens Financial Group
Rhode Island
$143K
PAIA
641
Park Avenue Institutional Advisers
New York
$136K
Toronto Dominion Bank
642
Toronto Dominion Bank
Ontario, Canada
$131K -$42K -371 -25%
GXMC
643
Global X Management Company
New York
$124K +$84.8K +749 +239%
OMCS
644
Old Mutual Customised Solutions
South Africa
$120K
PAI
645
Pittenger & Anderson Inc
Nebraska
$120K
ACM
646
Armbruster Capital Management
New York
$117K
PFBT
647
Parkside Financial Bank & Trust
Missouri
$116K -$40.5K -358 -27%
TRCT
648
Tower Research Capital (TRC)
New York
$110K +$71.8K +634 +205%
First Eagle Investment Management
649
First Eagle Investment Management
New York
$105K
TCM
650
Tradewinds Capital Management
Washington
$104K

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.