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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
SC
651
Saturna Capital
Washington
$102K
TCM
652
Tradewinds Capital Management
Washington
$101K +$4.11K +36 +4%
SSB
653
Sandy Spring Bank
Maryland
$99K +$8.9K +78 +10%
HR
654
Howe & Rusling
New York
$98K -$2.51K -22 -3%
TC
655
Trust Company
Kansas
$98K +$98.3K +862 New
Manulife (Manufacturers Life Insurance)
656
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.5K +$22.3M +195,545 +30%
TF
657
Tompkins Financial
New York
$95K +$37.5K +329 +66%
LWA
658
Lowe Wealth Advisors
Maryland
$94K
MFBTD
659
MB Financial Bank - Trust Department
Illinois
$93K
OSNBOA
660
Old Second National Bank of Aurora
Illinois
$91K
GLI
661
Guardian Life Insurance
New York
$87K -$25.8K -226 -23%
PSI
662
Pinnacle Summer Investments
Virginia
$85K -$49.9K -437 -37%
CGT
663
Capital Guardian Trust
California
$85K +$85K +745 New
DIA
664
Davidson Investment Advisors
Montana
$84K
DAM
665
Delta Asset Management
Tennessee
$83K
WRM
666
Westport Resources Management
Connecticut
$83K
IP
667
Isthmus Partners
Wisconsin
$76K -$5.93K -52 -7%
SIA
668
Stancorp Investment Advisers
Oregon
$75K
VIA
669
Vantage Investment Advisors
Pennsylvania
$74K +$61.7K +541 +520%
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K
ATC
671
Adirondack Trust Company
New York
$71K
GAM
672
Gemmer Asset Management
California
$69K
SAMC
673
Shinko Asset Management Company
Japan
$62K -$10.7K -94 -15%
WA
674
WealthTrust-Arizona
Arizona
$60K
AIM
675
Acuity Investment Management
Ontario, Canada
$59K

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.