Zimmer Biomet
ZBH
650 hedge funds and large institutions have $12.2B invested in Zimmer Biomet in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 194 increasing their positions, 260 reducing their positions, and 39 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
46% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 39
29% more call options, than puts
Call options by funds: $53.5M | Put options by funds: $41.5M
12% more capital invested
Capital invested by funds: $10.9B → $12.2B (+$1.27B)
2% more funds holding
Funds holding: 638 → 650 (+12)
1.01% more ownership
Funds ownership: 89.34% → 90.35% (+1%)
25% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 260
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$156M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$106M |
| 3 |
HM
HealthCor Management
New York
|
+$75M |
| 4 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$70.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$47.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$277M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.4M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$61.3M |
| 4 |
Renaissance Technologies
New York
|
-$24.4M |
| 5 |
Neuberger Berman Group
New York
|
-$23.5M |
ZBH Hedge Fund Activity: Q3 2013 in Review
650 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2013, worth a combined $12.2B — up 12% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new ZBH positions and 39 closed out — a net gain of 18 holders — while 194 added to existing stakes and 260 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $156M. The largest seller was Longview Partners, cutting an estimated $277M.
- 650 institutional investors held Zimmer Biomet (ZBH) as of Q3 2013, up from 638 in Q2 2013.
- Funds reported $12.2B of Zimmer Biomet stock for Q3 2013, up 12% quarter-over-quarter.
- 57 funds opened new Zimmer Biomet positions in Q3 2013 and 39 closed out, a net change of +18 holders.
- The largest Zimmer Biomet buyer in Q3 2013 was OppenheimerFunds, an estimated $156M added.
- The largest Zimmer Biomet seller in Q3 2013 was Longview Partners, an estimated $277M sold.
Based on aggregated 13F filings for Q3 2013.