Zimmer Biomet
817 hedge funds and large institutions have $21B invested in Zimmer Biomet in 2017 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 278 increasing their positions, 293 reducing their positions, and 68 closing their positions.
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
24% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 68
17% more capital invested
Capital invested by funds: $17.8B → $21B (+$3.11B)
1% more funds holding
Funds holding: 812 → 817 (+5)
0.91% less ownership
Funds ownership: 88.86% → 87.96% (-0.91%)
5% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 293
25% less call options, than puts
Call options by funds: $40.3M | Put options by funds: $54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.91B |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$115M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$94.7M |
| 4 |
GCM
Glenview Capital Management
New York
|
+$90.1M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$85.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$86.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$80.1M |
| 4 |
HM
HealthCor Management
New York
|
-$69.6M |
| 5 |
Millennium Management
New York
|
-$64.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIA
876
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$57.8K | -577 | Closed |
|
|
JIC
877
Joel Isaacson & Co
New York
| – | -$33K | -331 | Closed |
|
|
AA
878
Ancora Advisors
Cleveland,
Ohio
| – | -$10K | -105 | Closed |
|
879
EARNEST Partners
Atlanta,
Georgia
| – | -$9K | -93 | Closed |
|
|
EF
880
Empirical Finance
Havertown,
Pennsylvania
| – | -$8K | -76 | Closed |
|
|
FAN
881
Financial Advisors Network
Tustin,
California
| – | -$6.28K | -56 | Closed |
|
882
Winslow Capital Management
Minneapolis,
Minnesota
| – | -$5K | -53 | Closed |
|
|
CFD
883
Creative Financial Designs
Kokomo,
Indiana
| – | -$3K | -26 | Closed |
|
|
IPC
884
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$1K | -7 | Closed |
|
ZBH Hedge Fund Activity: Q1 2017 in Review
817 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2017, worth a combined $21B — up 17% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ZBH positions and 68 closed out — a net gain of 16 holders — while 278 added to existing stakes and 293 trimmed.
The largest buyer was BlackRock, adding an estimated $1.91B. The largest seller was Fidelity Investments, cutting an estimated $155M.
- 817 institutional investors held Zimmer Biomet (ZBH) as of Q1 2017, up from 812 in Q4 2016.
- Funds reported $21B of Zimmer Biomet stock for Q1 2017, up 17% quarter-over-quarter.
- 84 funds opened new Zimmer Biomet positions in Q1 2017 and 68 closed out, a net change of +16 holders.
- The largest Zimmer Biomet buyer in Q1 2017 was BlackRock, an estimated $1.91B added.
- The largest Zimmer Biomet seller in Q1 2017 was Fidelity Investments, an estimated $155M sold.
Based on aggregated 13F filings for Q1 2017.