We are live on ! Find out more
ZBH icon

Zimmer Biomet

870 hedge funds and large institutions have $21.2B invested in Zimmer Biomet in 2017 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 293 increasing their positions, 284 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 60

73% more call options, than puts

Call options by funds: $113M | Put options by funds: $65.5M

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

6% more funds holding

Funds holding: 818870 (+52)

3% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 284

3% more capital invested

Capital invested by funds: $20.6B → $21.2B (+$646M)

0.08% less ownership

Funds ownership: 89.5%89.42% (-0.08%)

Holders
870
Holders Change
+52
Holders Change %
+6.36%
% of All Funds
19.73%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.36%
New
116
Increased
293
Reduced
284
Closed
60
Calls
$113M
Puts
$65.5M
Net Calls
+$47.7M
Net Calls Change
-$52.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.11B -$49.7M -439,528 -2%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.99B -$177M -1,565,858 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.67B +$22.5M +198,676 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.13B +$542M +4,797,093 +99%
LP
5
Longview Partners
Guernsey
$969M +$60.7M +536,757 +7%
State Street
6
State Street
Massachusetts
$963M -$2.05M -18,147 -0.2%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$606M -$29.6M -261,720 -5%
American Century Companies
8
American Century Companies
Missouri
$576M +$71.3M +630,405 +15%
JP
9
Jana Partners
New York
$465M -$94.1M -832,237 -17%
Northern Trust
10
Northern Trust
Illinois
$458M -$16.3M -144,007 -4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$415M -$56M -495,295 -12%
Invesco
12
Invesco
Georgia
$365M +$125M +1,102,071 +55%
O
13
OppenheimerFunds
New York
$319M +$39.7M +351,070 +15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$318M -$14.3M -126,733 -4%
Goldman Sachs
15
Goldman Sachs
New York
$287M +$139M +1,225,922 +100%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$262M +$11.8M +104,623 +5%
Wells Fargo
17
Wells Fargo
California
$247M +$118M +1,046,567 +99%
Norges Bank
18
Norges Bank
Norway
$204M -$16.2M -143,054 -8%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$200M +$4.37M +38,622 +2%
Bank of America
20
Bank of America
North Carolina
$187M -$24.4M -215,502 -12%
HM
21
HealthCor Management
New York
$184M -$19.5M -172,844 -10%
WCM
22
Wedge Capital Management
North Carolina
$176M +$945K +8,359 +0.6%
VFA
23
Virtus Fund Advisers
Connecticut
$171M +$2.8M +24,804 +2%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$161M -$23.3K -206 -0%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$153M -$9.05M -79,997 -6%

ZBH Hedge Fund Activity: Q4 2017 in Review

870 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2017, worth a combined $21.2B — up 3.1% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ZBH positions and 60 closed out — a net gain of 56 holders — while 293 added to existing stakes and 284 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $542M. The largest seller was Glenview Capital Management, exiting entirely with an estimated $369M sold.

  • 870 institutional investors held Zimmer Biomet (ZBH) as of Q4 2017, up from 818 in Q3 2017.
  • Funds reported $21.2B of Zimmer Biomet stock for Q4 2017, up 3.1% quarter-over-quarter.
  • 116 funds opened new Zimmer Biomet positions in Q4 2017 and 60 closed out, a net change of +56 holders.
  • The largest Zimmer Biomet buyer in Q4 2017 was JP Morgan Chase, an estimated $542M added.
  • The largest Zimmer Biomet seller in Q4 2017 was Glenview Capital Management, an estimated $369M sold.

Based on aggregated 13F filings for Q4 2017.