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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
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.05B +$156M +1,380,675 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.44B +$152M +1,345,640 +12%
State Street
3
State Street
Massachusetts
$875M +$50.1M +442,932 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$871M +$47.2M +416,644 +6%
LP
5
Longview Partners
Guernsey
$766M -$26.2M -231,544 -3%
BIT
6
BlackRock Institutional Trust
California
$611M +$50.5M +446,013 +9%
Ameriprise
7
Ameriprise
Minnesota
$584M +$158M +1,400,027 +39%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$492M +$26.4M +233,274 +6%
BFA
9
BlackRock Fund Advisors
California
$473M +$89.3M +789,143 +24%
KKRC
10
Kohlberg Kravis Roberts & Co
New York
$453M -$439M -3,877,764 -50%
TGHSA
11
TPG Group Holdings (SBS) Advisors
Texas
$442M -$428M -3,786,130 -50%
Northern Trust
12
Northern Trust
Illinois
$406M +$19.4M +171,096 +5%
Boston Partners
13
Boston Partners
Massachusetts
$405M +$528K +4,668 +0.1%
American Century Companies
14
American Century Companies
Missouri
$345M -$45.9M -405,813 -12%
O
15
OppenheimerFunds
New York
$314M +$22.3M +197,162 +8%
Norges Bank
16
Norges Bank
Norway
$312M +$126M +1,112,496 +71%
Winslow Capital Management
17
Winslow Capital Management
Minnesota
$310M +$300M +2,652,537 New
First Manhattan
18
First Manhattan
New York
$306M -$4.21M -37,236 -1%
Bank of America
19
Bank of America
North Carolina
$306M +$50.8M +449,276 +21%
Invesco
20
Invesco
Georgia
$296M +$39.4M +347,915 +16%
BA
21
BlackRock Advisors
Delaware
$294M +$151M +1,330,948 +112%
Goldman Sachs
22
Goldman Sachs
New York
$277M -$398M -3,517,885 -60%
BG
23
BlackRock Group
United Kingdom
$274M +$79.7M +704,066 +43%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$268M +$58M +512,777 +29%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$254M -$12.6M -111,002 -5%

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.