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Zimmer Biomet

762 hedge funds and large institutions have $17.2B invested in Zimmer Biomet in 2015 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 232 increasing their positions, 284 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $171M | Put options by funds: $48.7M

44% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 52

2% more funds holding

Funds holding: 750762 (+12)

5% more capital invested

Capital invested by funds: $16.4B → $17.2B (+$818M)

0.84% more ownership

Funds ownership: 88.24%89.08% (+0.84%)

18% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 284

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
762
Holders Change
+12
Holders Change %
+1.6%
% of All Funds
20.31%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
75
Increased
232
Reduced
284
Closed
52
Calls
$171M
Puts
$48.7M
Net Calls
+$122M
Net Calls Change
+$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
101
Champlain Investment Partners
Vermont
$27.6M -$8.24M -72,234 -23%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$27.4M -$3.2M -28,047 -10%
BAPIM
103
British Airways Pensions Investment Management
United Kingdom
$27.4M
FQ
104
First Quadrant
California
$27.2M +$26.2M +229,896 +2,595%
APG Asset Management
105
APG Asset Management
Netherlands
$26.8M -$609K -5,334 -2%
Prudential Financial
106
Prudential Financial
New Jersey
$26.2M -$152K -1,329 -0.6%
CF
107
Cypress Funds
California
$26.1M
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
$26.1M -$1.62M -14,187 -6%
Franklin Resources
109
Franklin Resources
California
$26.1M -$2.32M -20,343 -8%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$25.6M -$2.49M -21,782 -9%
RCAMU
111
Rothschild & Co Asset Management US
Connecticut
$25.4M -$358K -3,141 -1%
JIC
112
Johnson Investment Counsel
Ohio
$25.2M +$477K +4,183 +2%
BJ
113
BlackRock Japan
Japan
$23.8M -$1.16M -10,196 -5%
MAA
114
Matrix Asset Advisors
New York
$23.4M -$3.79M -33,220 -14%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$23.3M -$15.3M -134,062 -40%
OC
116
Oakmont Corp
California
$23.1M -$881K -7,720 -4%
Cohen & Steers
117
Cohen & Steers
New York
$23M +$2.48M +21,733 +12%
TAM
118
Todd Asset Management
Kentucky
$22.8M -$8.98M -78,695 -28%
Canada Life
119
Canada Life
Manitoba, Canada
$22.1M -$278K -2,437 -1%
IGIM
120
I.G. Investment Management
Manitoba, Canada
$22.1M -$4.01M -35,131 -15%
Lord, Abbett & Co
121
Lord, Abbett & Co
New Jersey
$21.7M -$5.52M -48,358 -20%
AAP
122
Ardsley Advisory Partners
Connecticut
$21.6M -$3.76M -32,960 -15%
WCP
123
Welch Capital Partners
New York
$21.5M +$3.71M +32,476 +21%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$21.3M -$5.85M -51,263 -22%
PA
125
Perceptive Advisors
New York
$21.2M +$3.14M +27,501 +17%

ZBH Hedge Fund Activity: Q1 2015 in Review

762 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2015, worth a combined $17.2B — up 5% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new ZBH positions and 52 closed out — a net gain of 23 holders — while 232 added to existing stakes and 284 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $254M. The largest seller was Janus Henderson Investors US, cutting an estimated $230M.

  • 762 institutional investors held Zimmer Biomet (ZBH) as of Q1 2015, up from 750 in Q4 2014.
  • Funds reported $17.2B of Zimmer Biomet stock for Q1 2015, up 5% quarter-over-quarter.
  • 75 funds opened new Zimmer Biomet positions in Q1 2015 and 52 closed out, a net change of +23 holders.
  • The largest Zimmer Biomet buyer in Q1 2015 was Fidelity Investments, an estimated $254M added.
  • The largest Zimmer Biomet seller in Q1 2015 was Janus Henderson Investors US, an estimated $230M sold.

Based on aggregated 13F filings for Q1 2015.