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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
BWA
776
Burt Wealth Advisors
Maryland
$16K +$9.84K +83 +177%
DOA
777
D'Orazio & Associates
Virginia
$15K
LA
778
Legacy Advisors
Pennsylvania
$15K
MFBTD
779
MB Financial Bank - Trust Department
Illinois
$15K
FAM
780
Fred Alger Management
New York
$14K
BWM
781
Baystate Wealth Management
Massachusetts
$13K
KPCM
782
Kings Point Capital Management
New York
$13K
TFO
783
Tarbox Family Office
California
$13K
TC
784
Trust Company
Kansas
$13K
VWA
785
V Wealth Advisors
Kansas
$13K +$13.2K +111 New
CCMW
786
Cypress Capital Management (Wyoming)
Wyoming
$12.8K
OAJ
787
Ogorek Anthony Joseph
New York
$12K
CJA
788
C-J Advisory
California
$11K -$11K -93 -51%
GBBWRPM
789
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K
WPA
790
West Paces Advisors
Georgia
$10.9K -$45.1K -380 -81%
HS
791
Horan Securities
United States
$10K
MCA
792
Mercer Capital Advisers
New Jersey
$10K
VCM
793
Versant Capital Management
Arizona
$10K
FPFS
794
First Personal Financial Services
North Carolina
$9K
QCG
795
Quadrant Capital Group
Ohio
$8K
FIB
796
First Interstate Bank
Montana
$7K -$3.56K -30 -35%
PCP
797
Proficio Capital Partners
Massachusetts
$7K -$711 -6 -9%
TRCT
798
Tower Research Capital (TRC)
New York
$6K -$14.2K -120 -71%
CHP
799
Cable Hill Partners
Oregon
$6K -$4.98K -42 -45%
APSP
800
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K

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.