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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
AWM
726
Avior Wealth Management
Nebraska
$14K +$11.9K +104 +452%
PCTC
727
Perkins Coie Trust Company
Washington
$14K +$14.1K +124 New
ZB
728
Zions Bancorporation
Utah
$14K +$14.4K +126 New
RFA
729
Reilly Financial Advisors
California
$13K +$12.7K +111 New
FNBSF
730
First National Bank Sioux Falls
South Dakota
$12K
JFA
731
JNBA Financial Advisors
Minnesota
$12K
M
732
MOTCO
Texas
$12K
OAJ
733
Ogorek Anthony Joseph
New York
$12K
TFO
734
Tarbox Family Office
California
$12K
BFEC
735
Benjamin F. Edwards & Company
Missouri
$12K +$7.07K +62 +135%
TSW
736
Thompson Siegel & Walmsley
Virginia
$11K
FPFS
737
First Personal Financial Services
North Carolina
$9K
NCM
738
Nelson Capital Management
California
$9K
MCM
739
MV Capital Management
Maryland
$9K +$2.97K +26 +46%
RIA
740
Regal Investment Advisors
Michigan
$9K +$7.19K +63 +525%
WA
741
WFG Advisors
Texas
$8K -$32.1K -281 -80%
SFM
742
Systematic Financial Management
New Jersey
$7K -$66.8M -585,590 -100%
IF
743
Ironwood Financial
Arizona
$7K
TCM
744
Tanaka Capital Management
New York
$6K
BWA
745
Burt Wealth Advisors
Maryland
$5K
MWP
746
MYCIO Wealth Partners
Pennsylvania
$5K
BRWM
747
B. Riley Wealth Management
Tennessee
$4K
CHP
748
Cable Hill Partners
Oregon
$4K
IC
749
Intersect Capital
California
$4K
NC
750
NewSquare Capital
Pennsylvania
$4K

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.