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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
GWA
751
Guidant Wealth Advisors
Illinois
$27K
GEA
752
Glen Eagle Advisors
New Jersey
$26.7K
BAM
753
Barrett Asset Management
New York
$26K
MWM
754
Mascoma Wealth Management
New Hampshire
$26K
PO
755
Private Ocean
California
$26K
OIA
756
OneDigital Investment Advisors
Kansas
$26K +$51.5K +434 New
CCM
757
Cribstone Capital Management
Maine
$25K
VCM
758
Vigilant Capital Management
Maine
$25K
PMFA
759
Plante Moran Financial Advisors
Michigan
$24K -$9.13K -77 -28%
HIIFS
760
Harel Insurance Investments & Financial Services
Israel
$22K
PWM
761
Perigon Wealth Management
California
$22K
FMTCOCP
762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21.2K
MFW
763
Mosaic Family Wealth
Missouri
$21K
WAS
764
Winch Advisory Services
Wisconsin
$20K
WOC
765
West Oak Capital
California
$19.3K
ECM
766
Exchange Capital Management
Michigan
$19K
PFGIA
767
Patriot Financial Group Insurance Agency
Massachusetts
$19K
FWM
768
Focused Wealth Management
New York
$18K
HCM
769
Herndon Capital Management
Georgia
$18K
PG
770
Patten Group
Tennessee
$18K
TSW
771
Thompson Siegel & Walmsley
Virginia
$18K
AWM
772
Avior Wealth Management
Nebraska
$16K
FCB
773
First Command Bank
Texas
$16K
FCFS
774
First Command Financial Services
Texas
$16K
VIA
775
Vantage Investment Advisors
Pennsylvania
$16K

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.