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Zimmer Biomet

819 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $212M | Put options by funds: $81.3M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

7% more capital invested

Capital invested by funds: $21B → $22.5B (+$1.55B)

1.59% more ownership

Funds ownership: 87.96%89.54% (+1.6%)

0% more funds holding

Funds holding: 817819 (+2)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

Holders
819
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
20.42%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
67
Increased
265
Reduced
291
Closed
60
Calls
$212M
Puts
$81.3M
Net Calls
+$131M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
676
Baker Ellis Asset Management
Washington
$190K
BFEC
677
Benjamin F. Edwards & Company
Missouri
$187K +$147K +1,243 +478%
WB
678
Webster Bank
Connecticut
$186K
PCM
679
Penserra Capital Management
California
$186K +$20.5K +173 +13%
YWP
680
YorkBridge Wealth Partners
New York
$185K
Robeco Institutional Asset Management
681
Robeco Institutional Asset Management
Netherlands
$175K -$85.4K -720 -34%
ARMT
682
Amica Retiree Medical Trust
Rhode Island
$169K
GBT
683
Grove Bank & Trust
Florida
$169K +$125K +1,051 +346%
SSB
684
Sandy Spring Bank
Maryland
$166K +$8.06K +68 +5%
EWM
685
Endurance Wealth Management
Rhode Island
$164K
NIPH
686
NN Investment Partners Holdings
Netherlands
$164K
ClearBridge Investments
687
ClearBridge Investments
New York
$159K
LNB
688
Ledyard National Bank
$158K -$7.94K -67 -5%
DZ Bank
689
DZ Bank
Germany
$158K
CFG
690
Citizens Financial Group
Rhode Island
$152K
BTIS
691
BB&T Investment Services
North Carolina
$144K +$35.6K +300 +40%
FPS
692
Fieldpoint Private Securities
Connecticut
$128K
PAI
693
Pittenger & Anderson Inc
Nebraska
$128K
PA
694
Parallel Advisors
California
$127K -$13.5K -114 -10%
ACM
695
Armbruster Capital Management
New York
$118K
PFBT
696
Parkside Financial Bank & Trust
Missouri
$112K +$4.03K +34 +4%
TCM
697
Tradewinds Capital Management
Washington
$111K
NFG
698
Next Financial Group
Texas
$110K -$1.78K -15 -2%
NEI
699
Northwest & Ethical Investments
Ontario, Canada
$107K +$24.4K +206 +31%
SPIA
700
Steward Partners Investment Advisory
New York
$107K -$277K -2,336 -73%

ZBH Hedge Fund Activity: Q2 2017 in Review

819 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2017, worth a combined $22.5B — up 7.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZBH positions and 60 closed out — a net gain of 7 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Jana Partners, opening a new position worth an estimated $390M. The largest seller was First Manhattan, cutting an estimated $195M.

  • 819 institutional investors held Zimmer Biomet (ZBH) as of Q2 2017, up from 817 in Q1 2017.
  • Funds reported $22.5B of Zimmer Biomet stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 67 funds opened new Zimmer Biomet positions in Q2 2017 and 60 closed out, a net change of +7 holders.
  • The largest Zimmer Biomet buyer in Q2 2017 was Jana Partners, an estimated $390M added.
  • The largest Zimmer Biomet seller in Q2 2017 was First Manhattan, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.