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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
RBC
701
Roble Belko & Company
Pennsylvania
$25K +$23.3K +206 +4,120%
CCMW
702
Cypress Capital Management (Wyoming)
Wyoming
$24.1K
BAM
703
Barrett Asset Management
New York
$24K
KA
704
Klingman & Associates
New York
$24K
LWA
705
Lenox Wealth Advisors
New York
$24K
PO
706
Private Ocean
California
$24K
VCM
707
Vigilant Capital Management
Maine
$24K
QCG
708
Quadrant Capital Group
Ohio
$23K +$2.6K +23 +11%
CCM
709
Cribstone Capital Management
Maine
$23K +$22.4K +198 New
HIIFS
710
Harel Insurance Investments & Financial Services
Israel
$20K
MFW
711
Mosaic Family Wealth
Missouri
$20K
IWMPD
712
Integrated Wealth Management (Palm Desert)
California
$18K
WTB
713
Washington Trust Bank
Washington
$18K
WAS
714
Winch Advisory Services
Wisconsin
$18K
BBHC
715
Brown Brothers Harriman & Co
New York
$18K +$8.83K +78 +101%
ECM
716
Exchange Capital Management
Michigan
$18K +$17.5K +155 New
FWM
717
Focused Wealth Management
New York
$17K
ZB
718
Zions Bancorporation
Utah
$17K
PG
719
Patten Group
Tennessee
$15K +$2.94K +26 +25%
AWM
720
Avior Wealth Management
Nebraska
$15K
VIA
721
Vantage Investment Advisors
Pennsylvania
$15K
DOA
722
D'Orazio & Associates
Virginia
$14K
BFEC
723
Benjamin F. Edwards & Company
Missouri
$13K
M
724
MOTCO
Texas
$13K
FPFS
725
First Personal Financial Services
North Carolina
$13K +$12.9K +114 New

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.