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Zimmer Biomet

765 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 269 increasing their positions, 246 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

15% more capital invested

Capital invested by funds: $18.7B → $21.5B (+$2.83B)

3% more funds holding

Funds holding: 746765 (+19)

9% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 246

3% less call options, than puts

Call options by funds: $46.9M | Put options by funds: $48.2M

1.72% less ownership

Funds ownership: 94.31%92.59% (-1.7%)

Holders
765
Holders Change
+19
Holders Change %
+2.55%
% of All Funds
20.41%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.53%
New
78
Increased
269
Reduced
246
Closed
51
Calls
$46.9M
Puts
$48.2M
Net Calls
-$1.33M
Net Calls Change
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$48.6M +$3.54M +31,278 +8%
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$48.4M +$29.3M +258,618 +167%
Renaissance Technologies
78
Renaissance Technologies
New York
$48M -$5.02M -44,393 -10%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$47.7M +$2.87M +25,330 +7%
ASC
80
Atalanta Sosnoff Capital
New York
$43M +$41.6M +367,779 New
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$42.8M +$3.19M +28,164 +8%
USAA
82
United Services Automobile Association
Texas
$42.1M +$8.81M +77,819 +28%
APG Asset Management
83
APG Asset Management
Netherlands
$40.7M +$3.25M +28,737 +9%
SC
84
Sculptor Capital
New York
$40M -$71.7M -633,493 -65%
Millennium Management
85
Millennium Management
New York
$39.7M -$53.2M -470,089 -58%
MTB
86
Mizuho Trust & Banking
Japan
$39.4M +$4.76M +42,102 +14%
NFA
87
Nationwide Fund Advisors
Ohio
$39.4M +$5.45M +48,178 +17%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$38.7M +$2.7M +23,842 +8%
Principal Financial Group
89
Principal Financial Group
Iowa
$37.5M +$6.25M +55,213 +21%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$37.4M +$222K +1,964 +0.6%
GC
91
Guggenheim Capital
Illinois
$37.4M -$2.85M -25,205 -7%
JIC
92
Johnson Investment Counsel
Ohio
$37.2M +$827K +7,309 +2%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$37M +$5.98M +52,803 +20%
BAPIM
94
British Airways Pensions Investment Management
United Kingdom
$35.1M
PFC
95
Poplar Forest Capital
California
$34.7M -$3.62M -31,994 -10%
BTS
96
BB&T Securities
Virginia
$34.1M -$1.31M -11,604 -4%
SCM
97
Snow Capital Management
Pennsylvania
$34.1M +$33M +291,484 New
Fidelity International
98
Fidelity International
Bermuda
$33.9M -$3.46M -30,541 -10%
BHIA
99
Birch Hill Investment Advisors
Massachusetts
$33.5M +$701K +6,192 +2%
BJ
100
BlackRock Japan
Japan
$32.6M +$2.04M +17,998 +7%

ZBH Hedge Fund Activity: Q2 2016 in Review

765 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2016, worth a combined $21.5B — up 15% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ZBH positions and 51 closed out — a net gain of 27 holders — while 269 added to existing stakes and 246 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $300M. The largest seller was Royal London Asset Management, cutting an estimated $520M.

  • 765 institutional investors held Zimmer Biomet (ZBH) as of Q2 2016, up from 746 in Q1 2016.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2016, up 15% quarter-over-quarter.
  • 78 funds opened new Zimmer Biomet positions in Q2 2016 and 51 closed out, a net change of +27 holders.
  • The largest Zimmer Biomet buyer in Q2 2016 was Winslow Capital Management, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q2 2016 was Royal London Asset Management, an estimated $520M sold.

Based on aggregated 13F filings for Q2 2016.