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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
W
651
Wealthfront
California
$235K -$140K -1,211 -37%
BCMO
652
Buckingham Capital Management (Ohio)
Ohio
$235K -$33.9K -294 -12%
BA
653
Birinyi Associates
Connecticut
$234K
CAW
654
Cornerstone Advisors (Washington)
Washington
$234K
CG
655
Clinton Group
New York
$232K -$2.88M -24,976 -92%
WP
656
WealthPLAN Partners
Nebraska
$231K +$235K +2,034 New
RCAG
657
Rehmann Capital Advisory Group
Michigan
$230K +$18.2K +158 +8%
IA
658
IFP Advisors
Florida
$228K -$15K -130 -6%
PTC
659
Private Trust Company
Ohio
$227K -$56.4K -489 -20%
BFEC
660
Benjamin F. Edwards & Company
Missouri
$226K +$56.2K +487 +32%
ASA
661
Armstrong Shaw Associates
Connecticut
$222K
QAM
662
Quantres Asset Management
Cayman Islands
$222K +$226K +1,957 New
BHWM
663
Bar Harbor Wealth Management
New Hampshire
$214K -$60.6K -525 -22%
MCM
664
Murphy Capital Management
New Jersey
$211K -$33.4K -289 -13%
CA
665
Cullinan Associates
Kentucky
$211K
RIM
666
Regent Investment Management
Kentucky
$211K
HAG
667
HighPoint Advisor Group
Illinois
$209K -$1.85K -16 -0.8%
MSR
668
Main Street Research
Connecticut
$208K
GWM
669
Geneos Wealth Management
Colorado
$206K -$7.96K -69 -4%
CBOA
670
Commonwealth Bank of Australia
Australia
$204K -$904K -7,833 -81%
KP
671
Keel Point
Alabama
$203K +$4.27K +37 +2%
TMAM
672
Tokio Marine Asset Management
Japan
$200K -$81K -702 -29%
MRCM
673
M&R Capital Management
New Jersey
$194K -$59.4K -515 -23%
PCM
674
Penserra Capital Management
California
$194K +$23.3K +202 +13%
AW
675
Alpha Windward
Massachusetts
$193K -$808 -7 -0.4%

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.