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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
BNP Paribas Asset Management
101
BNP Paribas Asset Management
France
$33.9M -$10M -84,572 -24%
NFA
102
Nationwide Fund Advisors
Ohio
$33.8M -$1.76M -14,847 -5%
CRM
103
Cramer Rosenthal McGlynn
Connecticut
$32.4M -$9.18M -77,470 -23%
OWP
104
Obermeyer Wealth Partners
Colorado
$31.7M +$30.1M +253,920 New
VanEck Associates
105
VanEck Associates
New York
$31.5M +$1.59M +13,384 +6%
IGIM
106
I.G. Investment Management
Manitoba, Canada
$31.4M +$488K +4,120 +2%
Federated Hermes
107
Federated Hermes
Pennsylvania
$30.8M -$19.2M -162,365 -40%
CB
108
Commerce Bank
Missouri
$28M +$384K +3,236 +1%
LCS
109
Levin Capital Strategies
New York
$27.5M -$54.1M -456,693 -67%
AQR Capital Management
110
AQR Capital Management
Connecticut
$25.2M +$21.9M +184,685 +1,056%
WBC
111
Westpac Banking Corp
Australia
$24.7M -$4.27M -36,000 -15%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$24.1M +$3.44M +29,020 +18%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$23.4M -$76.9M -648,948 -78%
National Pension Service
114
National Pension Service
South Korea
$22.9M +$2.09M +17,594 +11%
Franklin Resources
115
Franklin Resources
California
$22.7M -$192K -1,617 -0.9%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$22.6M +$28.7K +242 +0.1%
US Bancorp
117
US Bancorp
Minnesota
$20.6M -$429K -3,621 -2%
Credit Agricole
118
Credit Agricole
France
$20.4M +$2.25M +18,942 +13%
Cohen & Steers
119
Cohen & Steers
New York
$19.3M -$1.46M -12,352 -7%
MAM
120
Martingale Asset Management
Massachusetts
$19.1M -$1.64M -13,819 -8%
CCM
121
Clearfield Capital Management
New York
$19.1M +$18.2M +153,470 New
Two Sigma Advisers
122
Two Sigma Advisers
New York
$18.4M -$18.4M -155,350 -51%
Canada Life
123
Canada Life
Manitoba, Canada
$18.4M -$5.04M -42,540 -22%
Allianz Asset Management
124
Allianz Asset Management
Germany
$18.3M -$6.77M -57,083 -28%
JFL
125
Jarislowsky, Fraser Ltd
Quebec, Canada
$18.1M -$284K -2,395 -2%

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.