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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
SIA
751
SeaBridge Investment Advisors
New Jersey
$4K
WA
752
Winfield Associates
Ohio
$4K +$685 +6 +23%
CFA
753
CT Financial Advisors
Pennsylvania
$4K
CYG
754
Clean Yield Group
Vermont
$2K +$1.71K +15 New
AF
755
Allworth Financial
California
$2K +$2.05K +18 New
Lazard Asset Management
756
Lazard Asset Management
New York
$2K +$2.17K +19 New
UB
757
UMB Bank
Missouri
$1.14K +$147K +1,287 +15%
TFA
758
Transamerica Financial Advisors
Florida
$1K -$428K -3,752 -100%
KLWA
759
Kelly Lawrence W & Associates
California
$1K
OC
760
Oakworth Capital
Alabama
$1K
CA
761
CapWealth Advisors
Tennessee
$1K +$1.14K +10 New
SC
762
Sculptor Capital
New York
-$201M -1,828,536 Closed
HM
763
HealthCor Management
New York
-$30M -272,332 Closed
SCM
764
SeaStone Capital Management
New York
-$25.2M -229,137 Closed
CCI
765
Columbus Circle Investors
-$17.8M -161,951 Closed
BCM
766
Becker Capital Management
Oregon
-$8.57M -77,809 Closed
Marshall Wace
767
Marshall Wace
United Kingdom
-$8.32M -75,523 Closed
CC
768
Carlson Capital
Texas
-$7.97M -72,380 Closed
SCM
769
Sandler Capital Management
New York
-$7.94M -72,100 Closed
Two Sigma Advisers
770
Two Sigma Advisers
New York
-$6.72M -61,023 Closed
WI
771
WBI Investments
New Jersey
-$4.03M -36,622 Closed
CPC
772
Cookson Peirce & Co
Pennsylvania
-$3.91M -35,545 Closed
TI
773
Turner Investments
Pennsylvania
-$2.48M -22,516 Closed
DnB Asset Management
774
DnB Asset Management
Norway
-$1.36M -12,332 Closed
NCCM
775
Nine Chapters Capital Management
New Jersey
-$1.2M -10,918 Closed

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.