We are live on ! Find out more
ZBH icon

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
SAMC
676
Shinko Asset Management Company
Japan
$58K
HI
677
Hudock Inc
Pennsylvania
$57K
NSIM
678
North Star Investment Management
Illinois
$55K
ACS
679
Archford Capital Strategies
Illinois
$53K +$51.4K +454 New
S
680
SignatureFD
Georgia
$49K -$4.41K -39 -8%
HDIM
681
Hanson & Doremus Investment Management
Vermont
$47K
AssetMark Inc
682
AssetMark Inc
California
$47K +$3.85K +34 +9%
OSNBOA
683
Old Second National Bank of Aurora
Illinois
$45K
JIC
684
Joel Isaacson & Co
New York
$45K +$23.3K +206 +116%
TF
685
Tompkins Financial
New York
$44K +$14K +124 +49%
WEC
686
Winslow Evans & Crocker
Massachusetts
$43K -$4.53K -40 -10%
MWP
687
MYCIO Wealth Partners
Pennsylvania
$39K
TIM
688
Tortoise Investment Management
New York
$39K +$7.02K +62 +23%
SIM
689
Sonora Investment Management
Arizona
$38.5K
AC
690
Alexandria Capital
Virginia
$37K
JFA
691
JNBA Financial Advisors
Minnesota
$37K
OC
692
Oakworth Capital
Alabama
$37K
BAM
693
Brave Asset Management
New Jersey
$36K
KT
694
Kanaly Trust
Texas
$36K
LGWM
695
Litman Gregory Wealth Management
California
$36K
JGIA
696
Jackson Grant Investment Advisers
Connecticut
$35K
WOC
697
West Oak Capital
California
$33.7K
DIA
698
Davidson Investment Advisors
Montana
$28K
PMFA
699
Plante Moran Financial Advisors
Michigan
$27K
Carson Wealth (CWM LLC)
700
Carson Wealth (CWM LLC)
Nebraska
$26K

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.