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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
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$9.55M -$10.1M -85,524 -53%
STCG
177
Speece Thorson Capital Group
Minnesota
$9.27M +$42.4K +358 +0.5%
WCP
178
Welch Capital Partners
New York
$9.24M -$1.82M -15,388 -17%
TD Asset Management
179
TD Asset Management
Ontario, Canada
$9.04M -$624K -5,265 -7%
Squarepoint
180
Squarepoint
New York
$9.02M +$3.1M +26,188 +57%
SYBT
181
Stock Yards Bank & Trust
Kentucky
$8.95M +$451K +3,805 +6%
SFM
182
Stack Financial Management
Montana
$8.95M +$113K +950 +1%
RIL
183
Rothschild Investment LLC
Illinois
$8.93M +$866K +7,302 +11%
AIG
184
American International Group
New York
$8.86M +$65.7K +554 +0.8%
TU
185
TDAM USA
Ontario, Canada
$8.82M -$6.28K -53 -0.1%
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$8.75M +$1.7M +14,308 +26%
SOMRS
187
State of Michigan Retirement System
Michigan
$8.49M +$12.2K +103 +0.2%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$8.39M -$122K -1,030 -1%
WCMN
189
Westchester Capital Management (Nebraska)
Nebraska
$8.1M +$318K +2,680 +4%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$8.01M +$15.9K +134 +0.2%
ACI
191
AMP Capital Investors
Australia
$7.97M -$2.53M -21,355 -25%
LM
192
Lincluden Management
Ontario, Canada
$7.91M +$281K +2,374 +4%
Natixis Advisors
193
Natixis Advisors
Massachusetts
$7.81M +$767K +6,468 +12%
State of New Jersey Common Pension Fund D
194
State of New Jersey Common Pension Fund D
New Jersey
$7.77M
HC
195
Hourglass Capital
Texas
$7.65M -$52.4K -442 -0.7%
GIM
196
Goelzer Investment Management
Indiana
$7.57M -$198K -1,671 -3%
AP
197
AHL Partners
United Kingdom
$7.56M -$4.32M -36,443 -38%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$7.42M +$3.32K +28 +0%
QIM
199
Quantitative Investment Management
Virginia
$7.36M +$7M +59,019 New
TPSF
200
Texas Permanent School Fund
Texas
$7.26M -$271K -2,287 -4%

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.