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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
GWA
751
Guidant Wealth Advisors
Illinois
$25K
BAM
752
Barrett Asset Management
New York
$23K
CCM
753
Cribstone Capital Management
Maine
$23K
MWM
754
Mascoma Wealth Management
New Hampshire
$23K
VCM
755
Vigilant Capital Management
Maine
$23K
PMFA
756
Plante Moran Financial Advisors
Michigan
$22K
HIIFS
757
Harel Insurance Investments & Financial Services
Israel
$20K
WEC
758
Winslow Evans & Crocker
Massachusetts
$19.4K -$44K -381 -69%
FMTCOCP
759
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19.3K
OIA
760
OneDigital Investment Advisors
Kansas
$19K -$30.8K -267 -62%
MFW
761
Mosaic Family Wealth
Missouri
$19K
PFGIA
762
Patriot Financial Group Insurance Agency
Massachusetts
$18K
PG
763
Patten Group
Tennessee
$18K
WAS
764
Winch Advisory Services
Wisconsin
$18K +$115 +1 +0.6%
FWM
765
Focused Wealth Management
New York
$17K
AF
766
Allworth Financial
California
$17K +$14.7K +127 +706%
QCG
767
Quadrant Capital Group
Ohio
$16K +$577 +5 +3%
TFO
768
Tarbox Family Office
California
$16K +$4.39K +38 +37%
FCB
769
First Command Bank
Texas
$15K
FCFS
770
First Command Financial Services
Texas
$15K
Carson Wealth (CWM LLC)
771
Carson Wealth (CWM LLC)
Nebraska
$14K -$11.9K -103 -45%
AWM
772
Avior Wealth Management
Nebraska
$14K
LA
773
Legacy Advisors
Pennsylvania
$14K
MFBTD
774
MB Financial Bank - Trust Department
Illinois
$14K
VIA
775
Vantage Investment Advisors
Pennsylvania
$14K

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.