We are live on ! Find out more
ZBH icon

Zimmer Biomet

746 hedge funds and large institutions have $18.7B invested in Zimmer Biomet in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 238 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $84M | Put options by funds: $39.4M

31% more funds holding in top 10

Funds holding in top 10: 1317 (+4)

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

15% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 238

1% more funds holding

Funds holding: 739746 (+7)

26% less capital invested

Capital invested by funds: $25.3B → $18.7B (-$6.65B)

31.43% less ownership

Funds ownership: 125.75%94.31% (-31%)

Holders
746
Holders Change
+7
Holders Change %
+0.95%
% of All Funds
19.88%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.45%
New
72
Increased
274
Reduced
238
Closed
56
Calls
$84M
Puts
$39.4M
Net Calls
+$44.7M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.68B +$149M +1,541,366 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.13B +$81.8M +845,966 +8%
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$803M
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$784M -$2.27B -23,449,856 -76%
State Street
5
State Street
Massachusetts
$729M -$11.2M -115,529 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$729M -$8.53M -88,135 -1%
LP
7
Longview Partners
Guernsey
$702M -$12.9M -133,344 -2%
Goldman Sachs
8
Goldman Sachs
New York
$610M -$2.63B -27,237,371 -82%
BIT
9
BlackRock Institutional Trust
California
$495M +$22.1M +227,985 +5%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$412M +$29.2M +302,087 +8%
Ameriprise
11
Ameriprise
Minnesota
$373M +$12.7M +131,140 +4%
Boston Partners
12
Boston Partners
Massachusetts
$358M -$59.1M -611,062 -15%
American Century Companies
13
American Century Companies
Missouri
$348M +$29M +299,712 +10%
Northern Trust
14
Northern Trust
Illinois
$342M +$9.5M +98,167 +3%
BFA
15
BlackRock Fund Advisors
California
$338M +$10.9M +112,935 +4%
First Manhattan
16
First Manhattan
New York
$275M +$11.3M +116,319 +5%
O
17
OppenheimerFunds
New York
$258M +$34.5M +356,555 +17%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$237M -$2.53M -26,148 -1%
Invesco
19
Invesco
Georgia
$226M +$19.1M +197,854 +10%
Bank of America
20
Bank of America
North Carolina
$224M +$89M +920,247 +74%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$221M -$32.9M -339,934 -14%
UBS AM
22
UBS AM
Illinois
$206M -$814K -8,415 -0.4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$184M +$535K +5,534 +0.3%
BG
24
BlackRock Group
United Kingdom
$170M +$14.6M +150,882 +10%
EVM
25
Eaton Vance Management
Massachusetts
$163M +$68.1M +704,201 +81%

ZBH Hedge Fund Activity: Q1 2016 in Review

746 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2016, worth a combined $18.7B — down 26% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new ZBH positions and 56 closed out — a net gain of 16 holders — while 274 added to existing stakes and 238 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $444M. The largest seller was Blackstone Inc, exiting entirely with an estimated $3.09B sold.

  • 746 institutional investors held Zimmer Biomet (ZBH) as of Q1 2016, up from 739 in Q4 2015.
  • Funds reported $18.7B of Zimmer Biomet stock for Q1 2016, down 26% quarter-over-quarter.
  • 72 funds opened new Zimmer Biomet positions in Q1 2016 and 56 closed out, a net change of +16 holders.
  • The largest Zimmer Biomet buyer in Q1 2016 was Royal London Asset Management, an estimated $444M added.
  • The largest Zimmer Biomet seller in Q1 2016 was Blackstone Inc, an estimated $3.09B sold.

Based on aggregated 13F filings for Q1 2016.