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Zimmer Biomet
ZBH

750 hedge funds and large institutions have $16.4B invested in Zimmer Biomet in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 225 increasing their positions, 290 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 43

63% more funds holding in top 10

Funds holding in top 10: 8 → 13 (+5)

60% more call options, than puts

Call options by funds: $131M | Put options by funds: $82M

13% more capital invested

Capital invested by funds: $14.4B → $16.4B (+$1.91B)

4% more funds holding

Funds holding: 720 → 750 (+30)

0.14% more ownership

Funds ownership: 88.1% → 88.24% (+0.14%)

22% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 290

Holders
750
Holders Change
+30
Holders Change %
+4.17%
% of All Funds
20%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.35%
New
83
Increased
225
Reduced
290
Closed
43
Calls
$131M
Puts
$82M
Net Calls
+$49M
Net Calls Change
+$49.3M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
2
Axa
Axa
France
+$67.7M
3
SIA
Sit Investment Associates
Minnesota
+$53.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$35.6M
5
VAM
Visium Asset Management
New York
+$33M

Top Sellers

Rank Fund Capital Flow
1
SIG
Senator Investment Group
New York
-$151M
2
SC
Sculptor Capital
New York
-$69.3M
3
LSV Asset Management
LSV Asset Management
Illinois
-$48.2M
4
PI
Putnam Investments
Massachusetts
-$47.5M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRCM
751
Pine River Capital Management
Minnesota
– -$15.8M -162,306 Closed
MCM
752
Moore Capital Management
New York
– -$15.6M -159,650 Closed
CCP
753
Clough Capital Partners
Massachusetts
– -$12.3M -125,866 Closed
Jacobs Levy Equity Management
754
Jacobs Levy Equity Management
New Jersey
– -$10.8M -110,856 Closed
DKCM
755
Davidson Kempner Capital Management
New York
– -$10.8M -110,829 Closed
AC
756
Ascend Capital
California
– -$8.08M -82,739 Closed
EAM
757
EverPoint Asset Management
Connecticut
– -$5.03M -51,500 Closed
PAM
758
Paradigm Asset Management
New York
– -$4.68M -47,895 Closed
BACM
759
Blue Arrow Capital Management
New York
– -$4.78M -45,382 Closed
AL
760
Airain Ltd
Guernsey
– -$4.21M -43,159 Closed
NIP
761
Nicholas Investment Partners
California
– -$3.49M -35,761 Closed
HT
762
HAP Trading
New York
– -$3.04M -31,140 Closed
CC
763
CQS Cayman
Cayman Islands
– -$2.56M -26,265 Closed
ACI
764
Advance Capital I
Michigan
– -$2.41M -24,720 Closed
LOAMS
765
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.87M -19,059 Closed
ARTA
766
A.R.T. Advisors
New York
– -$1.63M -16,654 Closed
JG
767
Jefferies Group
New York
– -$1.57M -14,907 Closed
Capstone Investment Advisors
768
Capstone Investment Advisors
New York
– -$1M -10,300 Closed
OAC
769
OMERS Administration Corp
Ontario, Canada
– -$804K -8,240 Closed
AIM
770
abrdn Investment Management
United Kingdom
– -$710K -7,275 Closed
MSU
771
Maple Securities USA
New Jersey
– -$710K -7,274 Closed
Acadian Asset Management
772
Acadian Asset Management
Massachusetts
– -$530K -5,437 Closed
BF
773
BOK Financial
Oklahoma
– -$504K -5,155 Closed
PGCM
774
Prescott Group Capital Management
Oklahoma
– -$402K -4,120 Closed
SEC
775
Seven Eight Capital
New York
– -$382K -3,914 Closed
28 29 30
31
32

ZBH Hedge Fund Activity: Q4 2014 in Review

750 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2014, worth a combined $16.4B — up 13% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new ZBH positions and 43 closed out — a net gain of 40 holders — while 225 added to existing stakes and 290 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $229M. The largest seller was Senator Investment Group, exiting entirely with an estimated $151M sold.

  • 750 institutional investors held Zimmer Biomet (ZBH) as of Q4 2014, up from 720 in Q3 2014.
  • Funds reported $16.4B of Zimmer Biomet stock for Q4 2014, up 13% quarter-over-quarter.
  • 83 funds opened new Zimmer Biomet positions in Q4 2014 and 43 closed out, a net change of +40 holders.
  • The largest Zimmer Biomet buyer in Q4 2014 was Fidelity Investments, an estimated $229M added.
  • The largest Zimmer Biomet seller in Q4 2014 was Senator Investment Group, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2014.