Zimmer Biomet
876 hedge funds and large institutions have $19.6B invested in Zimmer Biomet in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 273 increasing their positions, 311 reducing their positions, and 83 closing their positions.
17% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 83
1.54% more ownership
Funds ownership: 86.82% → 88.36% (+1.5%)
1% more funds holding
Funds holding: 870 → 876 (+6)
8% less capital invested
Capital invested by funds: $21.2B → $19.6B (-$1.63B)
12% less repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 311
41% less call options, than puts
Call options by funds: $35.6M | Put options by funds: $60.1M
44% less funds holding in top 10
Funds holding in top 10: 16 → 9 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$230M |
| 2 |
TCIM
TIAA CREF Investment Management
New York
|
+$125M |
| 3 |
HM
HealthCor Management
New York
|
+$95.7M |
| 4 |
FAM
Fred Alger Management
New York
|
+$92M |
| 5 |
TA
Teachers Advisors
New York
|
+$81.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$168M |
| 2 |
JP
Jana Partners
New York
|
-$89M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$85.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.8M |
| 5 |
O
OppenheimerFunds
New York
|
-$68M |
ZBH Hedge Fund Activity: Q1 2018 in Review
876 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2018, worth a combined $19.6B — down 7.7% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ZBH positions and 83 closed out — a net gain of 14 holders — while 273 added to existing stakes and 311 trimmed.
The largest buyer was Invesco, adding an estimated $230M. The largest seller was Massachusetts Financial Services, cutting an estimated $168M.
- 876 institutional investors held Zimmer Biomet (ZBH) as of Q1 2018, up from 870 in Q4 2017.
- Funds reported $19.6B of Zimmer Biomet stock for Q1 2018, down 7.7% quarter-over-quarter.
- 97 funds opened new Zimmer Biomet positions in Q1 2018 and 83 closed out, a net change of +14 holders.
- The largest Zimmer Biomet buyer in Q1 2018 was Invesco, an estimated $230M added.
- The largest Zimmer Biomet seller in Q1 2018 was Massachusetts Financial Services, an estimated $168M sold.
Based on aggregated 13F filings for Q1 2018.