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Zimmer Biomet

819 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 291 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $212M | Put options by funds: $81.3M

12% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 60

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

7% more capital invested

Capital invested by funds: $21B → $22.5B (+$1.55B)

1.59% more ownership

Funds ownership: 87.96%89.54% (+1.6%)

0% more funds holding

Funds holding: 817819 (+2)

9% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 291

Holders
819
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
20.42%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
67
Increased
265
Reduced
291
Closed
60
Calls
$212M
Puts
$81.3M
Net Calls
+$131M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
726
Oakworth Capital
Alabama
$52K
JGIA
727
Jackson Grant Investment Advisers
Connecticut
$51K +$12.2K +103 +34%
WHG
728
Westwood Holdings Group
Texas
$51K +$48.8K +412 New
OSNBOA
729
Old Second National Bank of Aurora
Illinois
$48K
TF
730
Tompkins Financial
New York
$47K
M
731
MOTCO
Texas
$47K +$31.8K +268 +248%
OFW
732
Omnia Family Wealth
Florida
$43K
SIM
733
Sonora Investment Management
Arizona
$41.1K
AIM
734
Arcadia Investment Management
Michigan
$41K
RFA
735
Reilly Financial Advisors
California
$41K
IP
736
Isthmus Partners
Wisconsin
$40K
BBHC
737
Brown Brothers Harriman & Co
New York
$39K -$59.9K -505 -62%
JFA
738
JNBA Financial Advisors
Minnesota
$39K
LGWM
739
Litman Gregory Wealth Management
California
$39K
HDIM
740
Hanson & Doremus Investment Management
Vermont
$35K
SFG
741
SevenBridge Financial Group
Pennsylvania
$35K +$23.8K +201 +261%
SFSIG
742
San Francisco Sentry Investment Group
California
$35K +$32.7K +276 New
SWA
743
Sutton Wealth Advisors
Florida
$34K +$830 +7 +3%
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K -$70.8K -597 -68%
TIM
745
Tortoise Investment Management
New York
$34K
IP
746
Intellectus Partners
California
$31K
DIA
747
Davidson Investment Advisors
Montana
$30K
AC
748
Alexandria Capital
Virginia
$29K -$10.2K -86 -27%
Carson Wealth (CWM LLC)
749
Carson Wealth (CWM LLC)
Nebraska
$28K +$12.2K +103 +83%
EA
750
Edge Advisors
Georgia
$27K -$36.6K -309 -58%

ZBH Hedge Fund Activity: Q2 2017 in Review

819 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2017, worth a combined $22.5B — up 7.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new ZBH positions and 60 closed out — a net gain of 7 holders — while 265 added to existing stakes and 291 trimmed.

The largest buyer was Jana Partners, opening a new position worth an estimated $390M. The largest seller was First Manhattan, cutting an estimated $195M.

  • 819 institutional investors held Zimmer Biomet (ZBH) as of Q2 2017, up from 817 in Q1 2017.
  • Funds reported $22.5B of Zimmer Biomet stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 67 funds opened new Zimmer Biomet positions in Q2 2017 and 60 closed out, a net change of +7 holders.
  • The largest Zimmer Biomet buyer in Q2 2017 was Jana Partners, an estimated $390M added.
  • The largest Zimmer Biomet seller in Q2 2017 was First Manhattan, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2017.