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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
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$11.1M -$112K -985 -1%
Stifel Financial
177
Stifel Financial
Missouri
$10.7M -$1.08M -9,434 -9%
AAM
178
Auxier Asset Management
Oregon
$10.7M -$256K -2,243 -2%
Aviva
179
Aviva
United Kingdom
$10.6M +$2.53M +22,187 +31%
FAM
180
Fred Alger Management
New York
$10.6M -$10.5M -91,834 -50%
WG
181
Winton Group
United Kingdom
$10.5M -$6.04M -52,895 -36%
TU
182
TDAM USA
Ontario, Canada
$10.1M -$457K -4,005 -4%
Credit Agricole
183
Credit Agricole
France
$9.99M +$1.41M +12,390 +16%
BFS
184
Baskin Financial Services
Ontario, Canada
$9.96M +$264K +2,312 +3%
ACI
185
AMP Capital Investors
Australia
$9.64M -$3.75M -32,867 -28%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$9.35M +$1.32M +11,590 +16%
CWG
187
C WorldWide Group
Denmark
$9.34M +$940K +8,240 +11%
GD
188
Grandfield & Dodd
New York
$9.3M +$217K +1,900 +2%
BHIA
189
Birch Hill Investment Advisors
Massachusetts
$9.04M -$172K -1,504 -2%
DM
190
Delphi Management
Massachusetts
$9.04M -$518K -4,543 -5%
TS
191
Twin Securities
New York
$8.99M +$8.99M +78,795 New
TD Asset Management
192
TD Asset Management
Ontario, Canada
$8.85M +$133K +1,165 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
193
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.81M -$846K -7,416 -9%
BCM
194
BBT Capital Management
Texas
$8.81M
National Pension Service
195
National Pension Service
South Korea
$8.59M +$2.23M +19,584 +35%
OCM
196
Olstein Capital Management
New York
$8.34M -$1.29M -11,330 -13%
KCM
197
Kennedy Capital Management
Missouri
$8.27M +$297K +2,605 +4%
CCM
198
Cohen Capital Management
California
$8.25M
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$8.12M +$123K +1,082 +2%
RJA
200
Raymond James & Associates
Florida
$8.09M +$2.1M +18,362 +35%

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.