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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$48.7M -$1.08M -9,096 -2%
GC
77
Guggenheim Capital
Illinois
$47.8M +$787K +6,642 +2%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$47M +$194K +1,637 +0.4%
CC
79
Carlson Capital
Texas
$45.2M +$20.7M +174,894 +93%
EAM
80
Eagle Asset Management
Florida
$44.9M -$4.82M -40,655 -10%
JIC
81
Johnson Investment Counsel
Ohio
$44.3M +$562K +4,744 +1%
TA
82
Teachers Advisors
New York
$44.2M -$5.3M -44,722 -11%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$43.3M +$3.32M +28,023 +9%
Axa
84
Axa
France
$42M +$6.57M +55,453 +20%
NC
85
Nicholas Company
Wisconsin
$40.6M -$4.27K -36 -0%
GI
86
GAMCO Investors
Connecticut
$40.2M +$4.59M +38,729 +14%
Asset Management One
87
Asset Management One
Japan
$39.8M -$1.48M -12,516 -4%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$39.6M +$599K +5,055 +2%
Principal Financial Group
89
Principal Financial Group
Iowa
$39.3M +$493K +4,159 +1%
H
90
Hexavest
Quebec, Canada
$38.6M -$1.31M -11,022 -3%
CS
91
Credit Suisse
Switzerland
$38.1M -$12.1M -101,966 -25%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$37.7M +$3.79M +31,983 +12%
BHIA
93
Birch Hill Investment Advisors
Massachusetts
$37.7M +$151K +1,272 +0.4%
Alyeska Investment Group
94
Alyeska Investment Group
Illinois
$37.5M +$35.7M +300,705 New
USAA
95
United Services Automobile Association
Texas
$37.5M +$1.15M +9,724 +3%
PAMU
96
Pictet Asset Management (UK)
United Kingdom
$36.2M +$8.3M +70,048 +29%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$36M +$5.42M +45,701 +19%
Prudential Financial
98
Prudential Financial
New Jersey
$35.8M -$528K -4,455 -2%
EHC
99
Everett Harris & Co
California
$35.6M +$1.96M +16,560 +6%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$34.9M +$242K +2,038 +0.7%

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.