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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
Deutsche Bank
51
Deutsche Bank
Germany
$80.9M -$860K -7,595 -1%
LCS
52
Levin Capital Strategies
New York
$76.9M +$29M +256,269 +64%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$67.4M +$2.88M +25,456 +5%
Swiss National Bank
54
Swiss National Bank
Switzerland
$67.4M +$8.04M +71,070 +14%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$64.8M +$4.73M +41,807 +8%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$64.8M +$9.64M +85,171 +18%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$64.6M +$7.39M +65,297 +13%
PPA
58
Parametric Portfolio Associates
Washington
$64.4M +$24.7M +218,249 +66%
Charles Schwab
59
Charles Schwab
California
$62.5M +$2.34M +20,653 +4%
GAM
60
Gotham Asset Management
New York
$61.3M +$42.1M +372,168 +245%
Morgan Stanley
61
Morgan Stanley
New York
$60.6M +$16.4M +145,093 +39%
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$57.8M +$6.38M +56,367 +13%
Point72 Asset Management
63
Point72 Asset Management
Connecticut
$57M -$7.17M -63,345 -12%
Citadel Advisors
64
Citadel Advisors
Florida
$56.6M +$22.7M +200,991 +71%
Primecap Management
65
Primecap Management
California
$56M -$7.36M -64,993 -12%
BlackRock
66
BlackRock
New York
$55.5M +$15.9M +140,243 +42%
EAM
67
Eagle Asset Management
Florida
$55.4M -$2.41M -21,314 -4%
Alyeska Investment Group
68
Alyeska Investment Group
Illinois
$53.6M +$51.9M +458,566 New
FMI
69
Factory Mutual Insurance
Massachusetts
$53.5M -$3.5M -30,900 -6%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$50.9M -$1.52M -13,390 -3%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$50.9M -$7.21M -63,678 -13%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$50.8M -$1.69M -14,940 -3%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$50.5M +$2.62M +23,140 +6%
Barclays
74
Barclays
United Kingdom
$49M -$21.4M -189,287 -31%
Calamos Advisors
75
Calamos Advisors
Illinois
$48.7M -$977K -8,629 -2%

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.