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Zimmer Biomet

818 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 274 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $159M | Put options by funds: $58.8M

16% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 274

0.04% less ownership

Funds ownership: 89.54%89.5% (-0.04%)

0% less funds holding

Funds holding: 819818 (-1)

9% less capital invested

Capital invested by funds: $22.5B → $20.6B (-$1.94B)

35% less funds holding in top 10

Funds holding in top 10: 2315 (-8)

Holders
818
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
20.39%
Holding in Top 10
15
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-34.78%
% of All Funds
0.37%
New
66
Increased
291
Reduced
274
Closed
57
Calls
$159M
Puts
$58.8M
Net Calls
+$101M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.11B -$111M -963,814 -5%
BlackRock
2
BlackRock
New York
$2.1B +$63.4M +549,089 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.6B +$30.7M +266,348 +2%
State Street
4
State Street
Massachusetts
$937M -$24.5M -212,159 -3%
LP
5
Longview Partners
Guernsey
$879M +$134M +1,162,843 +18%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$618M +$42.5M +368,021 +7%
JP
7
Jana Partners
New York
$546M +$174M +1,511,213 +46%
JP Morgan Chase
8
JP Morgan Chase
New York
$546M +$171M +1,481,589 +44%
American Century Companies
9
American Century Companies
Missouri
$488M +$37.1M +321,004 +8%
Northern Trust
10
Northern Trust
Illinois
$460M -$9.27M -80,281 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$459M -$8.45M -73,230 -2%
GCM
12
Glenview Capital Management
New York
$369M +$283M +2,455,496 +309%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$323M +$64.3M +557,335 +24%
Ameriprise
14
Ameriprise
Minnesota
$292M -$172M -1,492,394 -37%
O
15
OppenheimerFunds
New York
$270M -$15.5M -133,908 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$242M +$7.61M +65,954 +3%
Invesco
17
Invesco
Georgia
$229M +$275K +2,384 +0.1%
Norges Bank
18
Norges Bank
Norway
$214M -$134M -1,159,979 -38%
Bank of America
19
Bank of America
North Carolina
$206M -$82.7M -716,437 -28%
HM
20
HealthCor Management
New York
$198M +$141M +1,220,941 +234%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$190M +$22M +190,667 +13%
WCM
22
Wedge Capital Management
North Carolina
$170M +$8.11M +70,264 +5%
VFA
23
Virtus Fund Advisers
Connecticut
$163M +$57M +493,779 +52%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$158M -$15.7M -136,192 -9%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$157M -$9.82M -85,078 -6%

ZBH Hedge Fund Activity: Q3 2017 in Review

818 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2017, worth a combined $20.6B — down 8.6% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new ZBH positions and 57 closed out — a net gain of 9 holders — while 291 added to existing stakes and 274 trimmed.

The largest buyer was Glenview Capital Management, adding an estimated $283M. The largest seller was Ninety One (UK), cutting an estimated $188M.

  • 818 institutional investors held Zimmer Biomet (ZBH) as of Q3 2017, down from 819 in Q2 2017.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2017, down 8.6% quarter-over-quarter.
  • 66 funds opened new Zimmer Biomet positions in Q3 2017 and 57 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q3 2017 was Glenview Capital Management, an estimated $283M added.
  • The largest Zimmer Biomet seller in Q3 2017 was Ninety One (UK), an estimated $188M sold.

Based on aggregated 13F filings for Q3 2017.