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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
CS
101
Credit Suisse
Switzerland
$32.3M -$1.08M -9,540 -3%
Prudential Financial
102
Prudential Financial
New Jersey
$32.1M +$5.04M +44,543 +19%
IGIM
103
I.G. Investment Management
Manitoba, Canada
$30.7M +$780K +6,894 +3%
Axa
104
Axa
France
$30.6M +$12.2M +107,509 +70%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$30.4M +$5.54M +48,914 +23%
Canada Pension Plan Investment Board
106
Canada Pension Plan Investment Board
Ontario, Canada
$29.7M -$34.2M -302,495 -54%
Macquarie Group
107
Macquarie Group
Australia
$29.3M +$14.2M +125,711 +101%
GI
108
GAMCO Investors
Connecticut
$29.2M -$501K -4,429 -2%
MCM
109
McKinley Capital Management
Alaska
$28.1M +$27.2M +240,142 New
WBC
110
Westpac Banking Corp
Australia
$25.3M -$242K -2,139 -1%
Canada Life
111
Canada Life
Manitoba, Canada
$25.3M +$6.96M +61,485 +40%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$25.2M +$2.59M +22,929 +12%
BNP Paribas Asset Management
113
BNP Paribas Asset Management
France
$24.1M -$31.7M -280,247 -58%
SIA
114
Sit Investment Associates
Minnesota
$23.8M -$21.9M -193,836 -49%
US Bancorp
115
US Bancorp
Minnesota
$23.3M -$588K -5,198 -3%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$23.3M -$10.8M -95,080 -32%
UBS Group
117
UBS Group
Switzerland
$22.9M +$3.32M +29,329 +18%
CCI
118
Columbus Circle Investors
$22.9M +$22.2M +195,734 New
First Trust Advisors
119
First Trust Advisors
Illinois
$22.8M +$15M +132,577 +211%
RJA
120
Raymond James & Associates
Florida
$22.4M +$331K +2,929 +2%
CB
121
Commerce Bank
Missouri
$22.3M +$18.2M +161,196 +547%
Franklin Resources
122
Franklin Resources
California
$22.2M -$336K -2,970 -2%
Fisher Asset Management
123
Fisher Asset Management
Washington
$21.7M -$1.12M -9,886 -5%
EAM
124
EverPoint Asset Management
Connecticut
$21.7M -$11.1M -97,850 -35%
Credit Agricole
125
Credit Agricole
France
$21.6M +$15.5M +136,966 +287%

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.