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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
NG
176
NatWest Group
United Kingdom
$9.35M -$4.68M -41,359 -34%
STCG
177
Speece Thorson Capital Group
Minnesota
$9.27M +$124K +1,095 +1%
OCM
178
Olstein Capital Management
New York
$9.15M -$3.5M -30,900 -28%
ERSOT
179
Employees Retirement System of Texas
Texas
$8.91M +$3.5M +30,900 +68%
NLGIA
180
Nippon Life Global Investors Americas
New York
$8.87M +$1.95M +17,201 +29%
AIG
181
American International Group
New York
$8.78M +$279K +2,468 +3%
TU
182
TDAM USA
Ontario, Canada
$8.73M -$136K -1,202 -2%
LOAMS
183
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.59M +$8.16M +72,100 +5,132%
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.55M +$1.27M +11,235 +18%
RPAM
185
Rhenman & Partners Asset Management
Sweden
$8.55M -$2.33M -20,600 -22%
DekaBank Deutsche Girozentrale
186
DekaBank Deutsche Girozentrale
Germany
$8.54M -$5.07M -44,800 -38%
State of New Jersey Common Pension Fund D
187
State of New Jersey Common Pension Fund D
New Jersey
$8.49M -$1.75M -15,450 -18%
SOMRS
188
State of Michigan Retirement System
Michigan
$8.33M +$886K +7,828 +12%
Arrowstreet Capital
189
Arrowstreet Capital
Massachusetts
$8.28M +$8.02M +70,864 New
HC
190
Hourglass Capital
Texas
$8.27M -$383K -3,384 -5%
TCT
191
TIAA CREF Trust
Missouri
$8.26M +$716K +6,326 +10%
JHIU
192
Janus Henderson Investors US
Colorado
$8.22M -$39.8M -351,543 -83%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$8.1M +$219K +1,937 +3%
WCMN
194
Westchester Capital Management (Nebraska)
Nebraska
$8.1M -$69.9K -618 -0.9%
SFM
195
Stack Financial Management
Montana
$8.07M +$7.82M +69,091 New
MFAM
196
Motley Fool Asset Management
Virginia
$8.06M
SYBT
197
Stock Yards Bank & Trust
Kentucky
$8.02M +$220K +1,947 +3%
TPSF
198
Texas Permanent School Fund
Texas
$7.76M +$348K +3,076 +5%
Lord, Abbett & Co
199
Lord, Abbett & Co
New Jersey
$7.6M +$7.36M +64,993 New
Royal London Asset Management
200
Royal London Asset Management
United Kingdom
$7.51M -$520M -4,590,397 -99%

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.