Zimmer Biomet
ZBH
720 hedge funds and large institutions have $14.4B invested in Zimmer Biomet in 2014 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 222 increasing their positions, 284 reducing their positions, and 41 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
51% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 41
2% more funds holding
Funds holding: 707 → 720 (+13)
0% less call options, than puts
Call options by funds: $72.2M | Put options by funds: $72.4M
0.43% less ownership
Funds ownership: 88.52% → 88.1% (-0.43%)
6% less capital invested
Capital invested by funds: $15.3B → $14.4B (-$887M)
22% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 284
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$354M |
| 2 |
SC
Sculptor Capital
New York
|
+$182M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$87.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$78.5M |
| 5 |
Neuberger Berman Group
New York
|
+$78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$148M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$130M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$90.7M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$80.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$76.9M |
ZBH Hedge Fund Activity: Q3 2014 in Review
720 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2014, worth a combined $14.4B — down 5.8% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ZBH positions and 41 closed out — a net gain of 21 holders — while 222 added to existing stakes and 284 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $354M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $148M.
- 720 institutional investors held Zimmer Biomet (ZBH) as of Q3 2014, up from 707 in Q2 2014.
- Funds reported $14.4B of Zimmer Biomet stock for Q3 2014, down 5.8% quarter-over-quarter.
- 62 funds opened new Zimmer Biomet positions in Q3 2014 and 41 closed out, a net change of +21 holders.
- The largest Zimmer Biomet buyer in Q3 2014 was Fidelity Investments, an estimated $354M added.
- The largest Zimmer Biomet seller in Q3 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $148M sold.
Based on aggregated 13F filings for Q3 2014.