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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
UBS Group
126
UBS Group
Switzerland
$21.1M +$9.29M +81,392 +79%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$21M +$9.07M +79,476 +73%
PRCM
128
Pine River Capital Management
Minnesota
$20.8M +$20.8M +182,063 New
JFL
129
Jarislowsky, Fraser Ltd
Quebec, Canada
$20.1M -$225K -1,969 -1%
Fisher Asset Management
130
Fisher Asset Management
Washington
$19.8M +$536K +4,697 +3%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$19.7M +$19M +166,836 +3,032%
EVM
132
Eaton Vance Management
Massachusetts
$19.7M -$52.9K -464 -0.3%
HCM
133
Highbridge Capital Management
New York
$19.4M -$32.8M -287,359 -63%
Asset Management One
134
Asset Management One
Japan
$19.2M -$2.24M -19,659 -11%
First Trust Advisors
135
First Trust Advisors
Illinois
$19.1M -$14.5M -127,207 -43%
EA
136
Euclid Advisors
Connecticut
$18.4M +$5.47M +47,926 +42%
Allianz Asset Management
137
Allianz Asset Management
Germany
$17.9M -$4.08M -35,796 -19%
NG
138
NatWest Group
United Kingdom
$17.8M -$218K -1,908 -1%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$17.4M -$6.73K -59 -0%
Canada Pension Plan Investment Board
140
Canada Pension Plan Investment Board
Ontario, Canada
$16.7M +$6.5M +57,009 +64%
PAM
141
Panagora Asset Management
Massachusetts
$16.6M -$23.2M -203,181 -58%
Janus Henderson Group
142
Janus Henderson Group
United Kingdom
$16.2M +$1.77M +15,486 +12%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$15.8M +$551K +4,829 +4%
PCMF
144
Private Capital Management (Florida)
Florida
$15.5M -$184K -1,612 -1%
HW
145
Hancock Whitney
Mississippi
$15.1M -$327K -2,868 -2%
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
$14.7M
Natixis Advisors
147
Natixis Advisors
Massachusetts
$14.6M +$589K +5,165 +4%
BC
148
Blackhill Capital
New Jersey
$14.1M -$176K -1,545 -1%
BCM
149
Bridgeway Capital Management
Texas
$13.9M +$388K +3,399 +3%
RFC
150
Russell Frank Company
Washington
$13.9M -$6.15M -53,929 -31%

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.