Dark
Light
System
Security
ZIMMER BIOMET HLDGS INC
ZIMMER BIOMET HLDGS INC. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 30 Institutional holders with a total value of $190,091,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Bollard Group LLC 49 6,000 0.00%
2 TAURUS ASSET MANAGEMENT, LLC 1,702 208,000 0.11%
3 Main Street Research LLC 1,773 217,000 0.11%
4 Regent Investment Management LLC 1,800 220,000 0.12%
5 RADNOR CAPITAL MANAGEMENT, LLC 2,333 285,000 0.15%
6 Kimelman & Baird, LLC 2,600 317,000 0.17%
7 MORRIS CAPITAL ADVISORS, LLC 4,047 494,000 0.26%
8 Evercore Wealth Management, LLC 4,467 546,000 0.29%
9 Pettee Investors, Inc. 7,900 965,000 0.51%
10 Veritable, L.P. 9,095 1,111,000 0.58%
11 GAMBLE JONES INVESTMENT COUNSEL 9,245 1,129,000 0.59%
12 BURNS J W & CO INC/NY 9,264 1,131,000 0.59%
13 CERITY PARTNERS LLC 10,141 1,238,000 0.65%
14 LEE DANNER & BASS INC 10,831 1,323,000 0.70%
15 PROFFITT & GOODSON INC 11,261 1,375,000 0.72%
16 INVESTMENT COUNSELORS OF MARYLAND LLC 14,467 1,767,000 0.93%
17 Palouse Capital Management, Inc. 19,531 2,385,000 1.25%
18 World Asset Management Inc 21,589 2,636,000 1.39%
19 KCM INVESTMENT ADVISORS LLC 22,029 2,690,000 1.42%
20 Reliant Investment Management, LLC 25,152 3,071,000 1.62%
21 Guild Investment Management, Inc. 27,530 3,362,000 1.77%
22 Ramsay, Stattman, Vela & Price, Inc. 32,792 4,004,000 2.11%
23 MONARCH CAPITAL MANAGEMENT INC 35,353 4,317,000 2.27%
24 Selway Asset Management 36,840 4,499,000 2.37%
25 AFAM CAPITAL, INC. 41,124 5,022,000 2.64%
26 AUXIER ASSET MANAGEMENT LLC 86,614 10,576,000 5.56%
27 QCI ASSET MANAGEMENT INC/NY 128,211 15,656,000 8.24%
28 EVERETT HARRIS & CO /CA/ 261,366 31,915,000 16.79%
29 Birch Hill Investment Advisors LLC 292,297 35,693,000 18.78%
30 SCHWARTZ INVESTMENT COUNSEL INC 425,300 51,933,000 27.32%

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.