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Zimmer Biomet

892 hedge funds and large institutions have $23.8B invested in Zimmer Biomet in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 260 increasing their positions, 332 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 51

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

19% more capital invested

Capital invested by funds: $20B → $23.8B (+$3.87B)

3% more funds holding

Funds holding: 870892 (+22)

1% more ownership

Funds ownership: 90.74%91.74% (+1%)

14% less call options, than puts

Call options by funds: $83.4M | Put options by funds: $97.1M

22% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 332

Holders
892
Holders Change
+22
Holders Change %
+2.53%
% of All Funds
20.39%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.39%
New
83
Increased
260
Reduced
332
Closed
51
Calls
$83.4M
Puts
$97.1M
Net Calls
-$13.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SGH
226
Sivik Global Healthcare
Connecticut
$5.26M
PVI
227
Pura Vida Investments
New York
$5.26M +$4.9M +41,200 New
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$5.24M -$160K -1,346 -3%
CC
229
Carlson Capital
Texas
$5.22M +$4.86M +40,891 New
ECM
230
Endurant Capital Management
California
$5.2M +$2.1M +17,620 +76%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$5.19M -$3.21K -27 -0.1%
JC
232
Jacobs & Co
California
$5.18M -$81.2K -683 -2%
SGCIA
233
Smith Graham & Co Investment Advisors
Texas
$5.01M -$190K -1,596 -4%
XK
234
Xact Kapitalforvaltning
Sweden
$4.99M -$39.5K -332 -0.8%
MCM
235
Monarch Capital Management
Indiana
$4.98M -$39.2K -330 -0.8%
URS
236
Utah Retirement Systems
Utah
$4.98M +$12.2K +103 +0.3%
MOACM
237
Mutual of America Capital Management
New York
$4.93M -$92K -774 -2%
BIM
238
Bridgecreek Investment Management
Oklahoma
$4.92M
Citigroup
239
Citigroup
New York
$4.89M +$1.55M +13,029 +51%
BTW
240
Boston Trust Walden
Massachusetts
$4.86M +$413K +3,474 +10%
Calamos Advisors
241
Calamos Advisors
Illinois
$4.82M +$284K +2,391 +7%
AAF
242
Andra AP-fonden
Sweden
$4.81M -$600K -5,047 -12%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$4.78M -$4.64K -39 -0.1%
RSVP
244
Ramsay Stattman Vela & Price
Colorado
$4.77M +$49K +412 +1%
BTS
245
BB&T Securities
Virginia
$4.71M -$228K -1,914 -5%
NMIMC
246
Northwestern Mutual Investment Management Company
Wisconsin
$4.68M -$406K -3,416 -9%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.59M -$282K -2,369 -6%
KIA
248
KCM Investment Advisors
California
$4.58M +$5.47K +46 +0.1%
LG
249
LaFleur & Godfrey
Michigan
$4.47M +$57K +479 +1%
Canada Pension Plan Investment Board
250
Canada Pension Plan Investment Board
Ontario, Canada
$4.41M +$3.84M +32,265 +1,416%

ZBH Hedge Fund Activity: Q3 2018 in Review

892 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2018, worth a combined $23.8B — up 19% from $20B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new ZBH positions and 51 closed out — a net gain of 32 holders — while 260 added to existing stakes and 332 trimmed.

The largest buyer was Millennium Management, adding an estimated $147M. The largest seller was Longview Partners, cutting an estimated $144M.

  • 892 institutional investors held Zimmer Biomet (ZBH) as of Q3 2018, up from 870 in Q2 2018.
  • Funds reported $23.8B of Zimmer Biomet stock for Q3 2018, up 19% quarter-over-quarter.
  • 83 funds opened new Zimmer Biomet positions in Q3 2018 and 51 closed out, a net change of +32 holders.
  • The largest Zimmer Biomet buyer in Q3 2018 was Millennium Management, an estimated $147M added.
  • The largest Zimmer Biomet seller in Q3 2018 was Longview Partners, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2018.