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ZIMMER BIOMET HLDGS INC
ZIMMER BIOMET HLDGS INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 40 Institutional holders with a total value of $187,651,674.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SCOUT INVESTMENTS, INC. 469,392 44,395,000 23.66%
2 TODD ASSET MANAGEMENT LLC 330,450 31,254,000 16.66%
3 SENTINEL ASSET MANAGEMENT, INC. 242,700 22,955,000 12.23%
4 EVERETT HARRIS & CO /CA/ 128,750 12,177,000 6.49%
5 QCI ASSET MANAGEMENT INC/NY 124,335 11,760,000 6.27%
6 AUXIER ASSET MANAGEMENT LLC 95,527 9,035,000 4.81%
7 Constellation Wealth Advisors, LLC 88,365 8,357,000 4.45%
8 Birch Hill Investment Advisors LLC 79,824 7,550,000 4.02%
9 GRANDFIELD & DODD, LLC 78,492 7,424,000 3.96%
10 Parsec Financial Management, Inc. 39,763 3,761,000 2.00%
11 GREENWOOD GEARHART INC 37,486 3,545,000 1.89%
12 MONARCH CAPITAL MANAGEMENT INC 27,401 2,592,000 1.38%
13 RAND WEALTH, LLC 25,711 2,432,000 1.30%
14 INVESTMENT COUNSELORS OF MARYLAND LLC 25,603 2,422,000 1.29%
15 World Asset Management Inc 23,803 2,252,000 1.20%
16 J.P. Morgan Private Wealth Advisors LLC 23,533 2,226,000 1.19%
17 MERIDIAN MANAGEMENT CO 22,135 2,094,000 1.12%
18 Veritable, L.P. 14,186 1,342,000 0.72%
19 PROFFITT & GOODSON INC 12,460 1,178,000 0.63%
20 GAMBLE JONES INVESTMENT COUNSEL 11,970 1,132,000 0.60%
21 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 11,440 1,082,000 0.58%
22 KCM INVESTMENT ADVISORS LLC 10,138 959,000 0.51%
23 BURNS J W & CO INC/NY 9,562 904,000 0.48%
24 Pettee Investors, Inc. 8,208 776,000 0.41%
25 BURNHAM ASSET MANAGEMENT CORP /NY/ 7,464 706,000 0.38%
26 RAY GERALD L & ASSOCIATES LTD 5,460 516,000 0.27%
27 KARPAS STRATEGIES, LLC 4,960 469,000 0.25%
28 REYNOLDS CAPITAL MANAGEMENT LLC 4,100 388,000 0.21%
29 CIM, LLC 4,039 382,000 0.20%
30 Cetera Advisor Networks LLC 3,776 356,000 0.19%
31 SMITH HAYES Advisers, Inc 3,325 314,000 0.17%
32 Kimelman & Baird, LLC 2,691 255,000 0.14%
33 NORTHSTAR ASSET MANAGEMENT Co 2,364 224,000 0.12%
34 Liberty Capital Management, Inc. 2,142 203,000 0.11%
35 DREMAN VALUE MANAGEMENT, L L C 1,531 145,000 0.08%
36 Plante Moran Financial Advisors, LLC 345 33,000 0.02%
37 Vigilant Capital Management, LLC 330 31,000 0.02%
38 CHILTON CAPITAL MANAGEMENT LLC 134 12,674 0.01%
39 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 120 11,000 0.01%
40 Jolley Asset Management, LLC 16 2,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.