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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
FNBSF
726
First National Bank Sioux Falls
South Dakota
$12K
KPCM
727
Kings Point Capital Management
New York
$12K
OAJ
728
Ogorek Anthony Joseph
New York
$12K
PWM
729
Perigon Wealth Management
California
$12K
RFA
730
Reilly Financial Advisors
California
$12K
TFO
731
Tarbox Family Office
California
$12K
TC
732
Trust Company
Kansas
$12K
CHP
733
Cable Hill Partners
Oregon
$11K
TSW
734
Thompson Siegel & Walmsley
Virginia
$11K
FIB
735
First Interstate Bank
Montana
$10K
GBBWRPM
736
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K
MCA
737
Mercer Capital Advisers
New Jersey
$10K
VCM
738
Versant Capital Management
Arizona
$10K
BL
739
Balentine LLC
Georgia
$10K +$6.68K +59 +203%
MA
740
MCF Advisors
Kentucky
$10K +$10.1K +89 New
SFG
741
SevenBridge Financial Group
Pennsylvania
$9K +$8.71K +77 New
JWA
742
JFS Wealth Advisors
Pennsylvania
$8K
SWA
743
Sutton Wealth Advisors
Florida
$7.1K
TCM
744
Tanaka Capital Management
New York
$7K
Acadian Asset Management
745
Acadian Asset Management
Massachusetts
$7K +$6.68K +59 New
SEC
746
Seven Eight Capital
New York
$6K +$5.66K +50 New
BWA
747
Burt Wealth Advisors
Maryland
$5K
PCP
748
Proficio Capital Partners
Massachusetts
$5K +$905 +8 +22%
CFA
749
CT Financial Advisors
Pennsylvania
$4.09K
FFC
750
First Financial Corp
Indiana
$4K -$23.9K -211 -85%

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.