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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
FFC
701
First Financial Corp
Indiana
$30K
FNYS
702
First New York Securities
New York
$28.8K +$22.8K +200 +385%
AWS
703
Aris Wealth Services
Pennsylvania
$28K +$28.3K +248 New
S
704
SignatureFD
Georgia
$26K +$13.1K +115 +99%
BAM
705
Barrett Asset Management
New York
$24K
KA
706
Klingman & Associates
New York
$24K
LWA
707
Lenox Wealth Advisors
New York
$24K
PO
708
Private Ocean
California
$24K
GWM
709
Gupta Wealth Management
California
$24K +$23.5K +206 New
GWA
710
Genesis Wealth Advisors
Massachusetts
$23.2K
TDC
711
Thompson Davis & Co
Virginia
$21K -$13.3K -117 -39%
JIC
712
Joel Isaacson & Co
New York
$20K
IMS
713
Index Management Solutions
Pennsylvania
$19K -$21.2K -186 -53%
CBT
714
Central Bank & Trust
Kentucky
$18K -$29.3K -257 -62%
JWA
715
JFS Wealth Advisors
Pennsylvania
$18K +$2.74K +24 +18%
WA
716
Waverly Advisors
Alabama
$18K +$17.7K +155 New
WAS
717
Winch Advisory Services
Wisconsin
$18K +$17.9K +157 New
IWMPD
718
Integrated Wealth Management (Palm Desert)
California
$17K +$17.7K +155 New
WEC
719
Winslow Evans & Crocker
Massachusetts
$16.7K
CFG
720
CKW Financial Group
Hawaii
$16K
UFA
721
US Financial Advisors
Massachusetts
$16K +$16.4K +144 New
VNA
722
Valley National Advisers
Pennsylvania
$15K
HCM
723
Herndon Capital Management
Georgia
$15K +$15.3K +134 New
NFG
724
Next Financial Group
Texas
$14K -$2.97K -26 -17%
WCM
725
Wealthcare Capital Management
Virginia
$14K +$2.17K +19 +18%

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.