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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
GF
126
Gabelli Funds
New York
$18.1M +$183K +1,545 +1%
JCM
127
Janney Capital Management
Pennsylvania
$18.1M -$520K -4,386 -3%
SI
128
Sentry Investments
Ontario, Canada
$17.8M -$8.58M -72,363 -34%
DekaBank Deutsche Girozentrale
129
DekaBank Deutsche Girozentrale
Germany
$17.4M +$122K +1,030 +0.7%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$17.4M +$8.26M +69,687 +100%
OAM
131
Oppenheimer Asset Management
New York
$17.1M +$71.6K +604 +0.4%
Fisher Asset Management
132
Fisher Asset Management
Washington
$17M -$74.1K -625 -0.5%
PAM
133
Panagora Asset Management
Massachusetts
$16.7M -$10.1M -84,823 -39%
QAM
134
QCI Asset Management
New York
$16.7M +$204K +1,720 +1%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$16.5M -$19.1M -160,810 -55%
DL
136
Delta Lloyd
Netherlands
$16.3M +$15.5M +130,529 New
Aviva
137
Aviva
United Kingdom
$16.1M +$258K +2,173 +2%
RJA
138
Raymond James & Associates
Florida
$16M +$316K +2,666 +2%
Macquarie Group
139
Macquarie Group
Australia
$15.4M -$551K -4,645 -4%
AWCI
140
Alpine Woods Capital Investors
New York
$15.3M -$1.47M -12,360 -9%
AG
141
Aperio Group
California
$15M +$726K +6,127 +5%
Comerica Bank
142
Comerica Bank
Texas
$14.6M +$237K +1,999 +2%
MAA
143
Matrix Asset Advisors
New York
$14.5M -$458K -3,862 -3%
HIMC
144
Heritage Investors Management Corp
Maryland
$14.3M +$53.8K +454 +0.4%
OCM
145
Olstein Capital Management
New York
$14.2M -$3.16M -26,661 -19%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$14.1M -$927K -7,817 -6%
AC
147
Ascend Capital
California
$14M +$13.3M +112,248 New
AAMU
148
Amundi Asset Management US
Massachusetts
$13.9M -$1.58M -13,287 -11%
BC
149
Blackhill Capital
New Jersey
$13.8M
First Trust Advisors
150
First Trust Advisors
Illinois
$13.7M +$2.3M +19,429 +21%

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.