We are live on ! Find out more
ZBH icon

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
MAM
201
Martingale Asset Management
Massachusetts
$8.06M +$1.62M +14,216 +25%
AG
202
Aperio Group
California
$7.99M +$143K +1,249 +2%
AIG
203
American International Group
New York
$7.77M +$202K +1,774 +3%
SOMRS
204
State of Michigan Retirement System
Michigan
$7.7M -$505K -4,429 -6%
Flossbach Von Storch
205
Flossbach Von Storch
Germany
$7.64M -$823K -7,210 -10%
SIP
206
Stoneridge Investment Partners
Pennsylvania
$7.58M +$4.85M +42,529 +178%
RIM
207
RS Investment Management
California
$7.57M +$157K +1,377 +2%
AP
208
AHL Partners
United Kingdom
$7.53M +$2M +17,489 +36%
TPSF
209
Texas Permanent School Fund
Texas
$7.47M -$92.9K -814 -1%
TSU
210
TD Securities (USA)
New York
$7.17M -$385K -3,371 -5%
WCMN
211
Westchester Capital Management (Nebraska)
Nebraska
$7.14M -$20.5K -180 -0.3%
SGH
212
Sivik Global Healthcare
Connecticut
$7.05M +$423K +3,708 +6%
HC
213
Hourglass Capital
Texas
$6.98M -$70.1K -614 -1%
KBC Group
214
KBC Group
Belgium
$6.96M -$2.49M -21,818 -26%
VFA
215
Virtus Fund Advisers
Connecticut
$6.95M +$9.58K +84 +0.1%
ERSOT
216
Employees Retirement System of Texas
Texas
$6.93M -$611K -5,356 -8%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.9M +$161K +1,409 +2%
IG
218
ING Group
Netherlands
$6.88M +$5.89M +51,610 +589%
Victory Capital Management
219
Victory Capital Management
Texas
$6.73M -$2.72M -23,849 -29%
KeyBank National Association
220
KeyBank National Association
Ohio
$6.71M -$22.4K -196 -0.3%
SW
221
SVB Wealth
Massachusetts
$6.66M +$89.5K +784 +1%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$6.53M +$34.6K +303 +0.5%
M&T Bank
223
M&T Bank
New York
$6.46M -$83.7K -734 -1%
GH
224
GAM Holding
Switzerland
$6.37M +$292K +2,561 +5%
Korea Investment Corp
225
Korea Investment Corp
South Korea
$6.36M +$3.58M +31,415 +129%

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.