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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
DK
126
Darrell & King
Virginia
$21.1M -$477K -4,217 -2%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$21.1M -$6.54M -57,828 -24%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$20.7M +$2.2M +19,441 +12%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$20.6M -$88K -778 -0.4%
AG
130
Aperio Group
California
$19.6M -$6.43M -56,850 -25%
HCM
131
Highbridge Capital Management
New York
$19.3M +$12.1M +107,080 +185%
Allianz Asset Management
132
Allianz Asset Management
Germany
$18M +$2.4M +21,238 +16%
TAM
133
Trillium Asset Management
Massachusetts
$16.9M +$1.25M +11,078 +8%
National Pension Service
134
National Pension Service
South Korea
$16.6M +$2.31M +20,377 +17%
QIM
135
Quantitative Investment Management
Virginia
$16.4M +$13.8M +122,158 +674%
AWCI
136
Alpine Woods Capital Investors
New York
$16M -$3.86M -34,093 -20%
SEI Investments
137
SEI Investments
Pennsylvania
$15.8M +$11.1M +98,166 +267%
AAMU
138
Amundi Asset Management US
Massachusetts
$15.7M +$15.2M +134,277 New
Comerica Bank
139
Comerica Bank
Texas
$15.7M +$3.87M +34,170 +39%
Cohen & Steers
140
Cohen & Steers
New York
$15.4M -$245K -2,163 -2%
QAM
141
QCI Asset Management
New York
$15.1M +$193K +1,705 +1%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$14.6M -$1.03M -9,074 -7%
Aviva
143
Aviva
United Kingdom
$14.3M +$2.15M +19,014 +18%
GF
144
Gabelli Funds
New York
$14.3M
MAA
145
Matrix Asset Advisors
New York
$13.9M -$820K -7,247 -6%
BC
146
Blackhill Capital
New Jersey
$13.9M -$268K -2,369 -2%
Jane Street
147
Jane Street
New York
$13.6M +$12.8M +113,510 +4,126%
Stifel Financial
148
Stifel Financial
Missouri
$13.3M +$849K +7,505 +7%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$13.3M +$11.3M +99,514 +708%
EHC
150
Everett Harris & Co
California
$13.2M -$204K -1,802 -2%

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.