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Zimmer Biomet

818 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $159M | Put options by funds: $58.8M

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 274

0.04% less ownership

Funds ownership: 89.54%89.5% (-0.04%)

0% less funds holding

Funds holding: 819818 (-1)

9% less capital invested

Capital invested by funds: $22.5B → $20.6B (-$1.94B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
20.39%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.37%
New
66
Increased
291
Reduced
274
Closed
57
Calls
$159M
Puts
$58.8M
Net Calls
+$101M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Snow Capital Management
Pennsylvania
$60.6M -$870K -7,540 -1%
GI
52
GAMCO Investors
Connecticut
$56.9M +$20.6M +178,269 +55%
PFC
53
Poplar Forest Capital
California
$55.6M -$1.56M -13,517 -3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$53.6M +$57K +494 +0.1%
Barclays
55
Barclays
United Kingdom
$52.4M -$2.25M -19,517 -4%
Ninety One (UK)
56
Ninety One (UK)
United Kingdom
$52.1M -$188M -1,627,142 -78%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$51.9M -$37.8M -327,600 -42%
SIC
58
Schwartz Investment Counsel
Michigan
$51M
BM
59
Bridger Management
New York
$50.8M +$3.66M +31,682 +8%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$49M +$1.49M +12,890 +3%
Axa
61
Axa
France
$48.3M +$10.2M +88,436 +26%
ACA
62
Anchor Capital Advisors
Massachusetts
$47.8M -$1.24M -10,766 -2%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$47.5M +$674K +5,835 +1%
First Manhattan
64
First Manhattan
New York
$47.4M -$13.1M -113,772 -21%
GC
65
Guggenheim Capital
Illinois
$46.8M +$3.28M +28,445 +7%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$46M -$14.5M -125,870 -24%
FMI
67
Factory Mutual Insurance
Massachusetts
$45.9M -$15.1M -130,501 -24%
ELI
68
Empire Life Investments
Ontario, Canada
$45.3M -$2.96M -25,684 -6%
Lord, Abbett & Co
69
Lord, Abbett & Co
New Jersey
$44.8M +$40.4M +349,788 +782%
Deutsche Bank
70
Deutsche Bank
Germany
$44.3M -$7.12M -61,720 -14%
AllianceBernstein
71
AllianceBernstein
Tennessee
$44.2M -$53M -459,147 -54%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$44M +$1.21M +10,517 +3%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$43.7M -$758K -6,568 -2%
EVM
74
Eaton Vance Management
Massachusetts
$43M -$161M -1,391,679 -79%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$42M +$2.6M +22,528 +6%

ZBH Hedge Fund Activity: Q3 2017 in Review

818 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2017, worth a combined $20.6B — down 8.6% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ZBH positions and 57 closed out — a net gain of 9 holders — while 291 added to existing stakes and 274 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $283M. The largest seller was Ninety One (UK), cutting an estimated $188M.

  • 818 institutional investors held Zimmer Biomet (ZBH) as of Q3 2017, down from 819 in Q2 2017.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2017, down 8.6% quarter-over-quarter.
  • 66 funds opened new Zimmer Biomet positions in Q3 2017 and 57 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q3 2017 was Glenview Capital Management, an estimated $283M added.
  • The largest Zimmer Biomet seller in Q3 2017 was Ninety One (UK), an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.