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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
QC
201
Quadrature Capital
United Kingdom
$7.49M +$7.26M +64,113 New
ASRS
202
Arizona State Retirement System
Arizona
$7.4M +$1.06M +9,373 +17%
RIL
203
Rothschild Investment LLC
Illinois
$7.33M -$23.3K -206 -0.3%
PAMP
204
Polar Asset Management Partners
Ontario, Canada
$7.29M +$7.06M +62,418 New
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$7.27M -$325K -2,873 -4%
SGH
206
Sivik Global Healthcare
Connecticut
$7.22M +$1.17M +10,300 +20%
CCMH
207
Cornerstone Capital Management Holdings
New York
$7.11M +$2.39M +21,108 +53%
GIBU
208
Gulf International Bank (UK)
United Kingdom
$6.95M
OTPPB
209
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.81M -$540K -4,774 -8%
GIM
210
Goelzer Investment Management
Indiana
$6.74M -$145K -1,283 -2%
M&T Bank
211
M&T Bank
New York
$6.69M -$786K -6,949 -11%
PVI
212
Pura Vida Investments
New York
$6.62M +$2.24M +19,776 +54%
CC
213
CQS Cayman
Cayman Islands
$6.57M -$704K -6,219 -10%
CCMG
214
Clark Capital Management Group
Pennsylvania
$6.41M +$2.66M +23,476 +75%
AIMCA
215
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.32M +$4.51M +39,861 +280%
KeyBank National Association
216
KeyBank National Association
Ohio
$6.24M -$185K -1,636 -3%
EIM
217
ExxonMobil Investment Management
Texas
$6.21M +$933K +8,243 +18%
KCM
218
Kennedy Capital Management
Missouri
$6.2M -$849K -7,498 -12%
LM
219
Lincluden Management
Ontario, Canada
$6.2M +$50.5K +446 +0.8%
ACI
220
AMP Capital Investors
Australia
$6.2M +$221K +1,957 +4%
AIA
221
Affinity Investment Advisors
California
$6.13M +$5.93M +52,432 New
Natixis Advisors
222
Natixis Advisors
Massachusetts
$6.06M +$731K +6,461 +14%
EGM
223
Engineers Gate Manager
New York
$6.03M +$5.84M +51,565 New
SAM
224
Shell Asset Management
Netherlands
$5.81M -$401K -3,544 -7%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$5.73M +$450K +3,978 +9%

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.