Zimmer Biomet
750 hedge funds and large institutions have $16.4B invested in Zimmer Biomet in 2014 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 225 increasing their positions, 290 reducing their positions, and 43 closing their positions.
93% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 43
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
60% more call options, than puts
Call options by funds: $131M | Put options by funds: $82M
13% more capital invested
Capital invested by funds: $14.4B → $16.4B (+$1.91B)
4% more funds holding
Funds holding: 720 → 750 (+30)
0.14% more ownership
Funds ownership: 88.1% → 88.24% (+0.14%)
22% less repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 290
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$229M |
| 2 |
Axa
Paris,
France
|
+$67.7M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$53.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.6M |
| 5 |
VAM
Visium Asset Management
New York
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Senator Investment Group
New York
|
-$151M |
| 2 |
SC
Sculptor Capital
New York
|
-$69.3M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$48.2M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$47.5M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$44.2M |
ZBH Hedge Fund Activity: Q4 2014 in Review
750 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2014, worth a combined $16.4B — up 13% from $14.4B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new ZBH positions and 43 closed out — a net gain of 40 holders — while 225 added to existing stakes and 290 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $229M. The largest seller was Senator Investment Group, exiting entirely with an estimated $151M sold.
- 750 institutional investors held Zimmer Biomet (ZBH) as of Q4 2014, up from 720 in Q3 2014.
- Funds reported $16.4B of Zimmer Biomet stock for Q4 2014, up 13% quarter-over-quarter.
- 83 funds opened new Zimmer Biomet positions in Q4 2014 and 43 closed out, a net change of +40 holders.
- The largest Zimmer Biomet buyer in Q4 2014 was Fidelity Investments, an estimated $229M added.
- The largest Zimmer Biomet seller in Q4 2014 was Senator Investment Group, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2014.