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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
OC
726
Oakworth Capital
Alabama
$47K
JGIA
727
Jackson Grant Investment Advisers
Connecticut
$46K
OSNBOA
728
Old Second National Bank of Aurora
Illinois
$44K
M
729
MOTCO
Texas
$43K
TF
730
Tompkins Financial
New York
$43K
Barrow, Hanley, Mewhinney & Strauss
731
Barrow, Hanley, Mewhinney & Strauss
Texas
$42K +$42.2K +366 New
AIM
732
Arcadia Investment Management
Michigan
$41K
NFG
733
Next Financial Group
Texas
$40K -$62.5K -541 -61%
OFW
734
Omnia Family Wealth
Florida
$39K
IWM
735
IHT Wealth Management
Illinois
$38K -$92K -797 -71%
SIM
736
Sonora Investment Management
Arizona
$37.5K
IP
737
Isthmus Partners
Wisconsin
$36K
JFA
738
JNBA Financial Advisors
Minnesota
$36K
BBHC
739
Brown Brothers Harriman & Co
New York
$35K
LGWM
740
Litman Gregory Wealth Management
California
$35K
GEA
741
Glen Eagle Advisors
New Jersey
$34.4K +$10.3K +89 +42%
RFA
742
Reilly Financial Advisors
California
$32K -$6.12K -53 -16%
HDIM
743
Hanson & Doremus Investment Management
Vermont
$32K
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
SFSIG
745
San Francisco Sentry Investment Group
California
$31K
TIM
746
Tortoise Investment Management
New York
$31K
SWA
747
Sutton Wealth Advisors
Florida
$30.2K -$808 -7 -3%
IP
748
Intellectus Partners
California
$28K
AC
749
Alexandria Capital
Virginia
$27K
EA
750
Edge Advisors
Georgia
$25K

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.