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Zimmer Biomet

739 hedge funds and large institutions have $25.3B invested in Zimmer Biomet in 2015 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 219 increasing their positions, 276 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $23.1B → $25.3B (+$2.18B)

2% more funds holding

Funds holding: 725739 (+14)

0.09% more ownership

Funds ownership: 125.65%125.75% (+0.09%)

21% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 276

50% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $46M

Holders
739
Holders Change
+14
Holders Change %
+1.93%
% of All Funds
19.39%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.34%
New
87
Increased
219
Reduced
276
Closed
63
Calls
$23.2M
Puts
$46M
Net Calls
-$22.8M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$3.3B +$2.73M +27,951 +0.1%
Blackstone Inc
2
Blackstone Inc
New York
$3.09B
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$3.09B
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.46B +$559M +5,717,445 +64%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.01B +$23.4M +239,332 +2%
KKRC
6
Kohlberg Kravis Roberts & Co
New York
$772M
State Street
7
State Street
Massachusetts
$713M +$9.16M +93,602 +1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$710M -$364M -3,724,985 -34%
LP
9
Longview Partners
Guernsey
$689M +$356M +3,635,195 +111%
BIT
10
BlackRock Institutional Trust
California
$454M +$5.89M +60,178 +1%
Boston Partners
11
Boston Partners
Massachusetts
$406M +$14.4M +146,827 +4%
Nordea Investment Management
12
Nordea Investment Management
Sweden
$366M -$12.3M -125,933 -3%
Ameriprise
13
Ameriprise
Minnesota
$345M +$12.6M +129,214 +4%
Northern Trust
14
Northern Trust
Illinois
$319M -$17.8M -181,590 -5%
BFA
15
BlackRock Fund Advisors
California
$314M +$17.3M +176,930 +6%
American Century Companies
16
American Century Companies
Missouri
$305M +$5.27M +53,882 +2%
First Manhattan
17
First Manhattan
New York
$253M -$6.51M -66,585 -3%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$247M -$4.13M -42,170 -2%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$230M +$3.88M +39,668 +2%
O
20
OppenheimerFunds
New York
$212M +$1.37M +14,035 +0.7%
UBS AM
21
UBS AM
Illinois
$199M -$11.5M -117,048 -6%
Invesco
22
Invesco
Georgia
$198M -$6.83M -69,760 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$177M -$6.52M -66,635 -4%
Norges Bank
24
Norges Bank
Norway
$167M -$15.6M -159,702 -9%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$156M +$82.6M +844,268 +117%

ZBH Hedge Fund Activity: Q4 2015 in Review

739 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2015, worth a combined $25.3B — up 9.4% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new ZBH positions and 63 closed out — a net gain of 24 holders — while 219 added to existing stakes and 276 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $559M. The largest seller was Fidelity Investments, cutting an estimated $364M.

  • 739 institutional investors held Zimmer Biomet (ZBH) as of Q4 2015, up from 725 in Q3 2015.
  • Funds reported $25.3B of Zimmer Biomet stock for Q4 2015, up 9.4% quarter-over-quarter.
  • 87 funds opened new Zimmer Biomet positions in Q4 2015 and 63 closed out, a net change of +24 holders.
  • The largest Zimmer Biomet buyer in Q4 2015 was Massachusetts Financial Services, an estimated $559M added.
  • The largest Zimmer Biomet seller in Q4 2015 was Fidelity Investments, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2015.