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Zimmer Biomet

872 hedge funds and large institutions have $19B invested in Zimmer Biomet in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 255 increasing their positions, 333 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.04% more ownership

Funds ownership: 91.74%92.79% (+1%)

9% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 107

2% less funds holding

Funds holding: 892872 (-20)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

17% less call options, than puts

Call options by funds: $59.2M | Put options by funds: $71.6M

20% less capital invested

Capital invested by funds: $23.8B → $19B (-$4.82B)

23% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 333

Holders
872
Holders Change
-20
Holders Change %
-2.24%
% of All Funds
19.43%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.36%
New
97
Increased
255
Reduced
333
Closed
107
Calls
$59.2M
Puts
$71.6M
Net Calls
-$12.3M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
226
First Allied Advisory Services
California
$4.34M +$4.32M +38,444 +844%
Caisse de Depot et Placement du Quebec (CDPQ)
227
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.33M -$1.14M -10,094 -19%
GG
228
Greenwood Gearhart
Arkansas
$4.32M +$3.49K +31 +0.1%
DG
229
Delek Group
Israel
$4.27M +$4.63M +41,200 New
TPSF
230
Texas Permanent School Fund
Texas
$4.25M -$539K -4,793 -10%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$4.16M +$25.2K +224 +0.5%
Brown Advisory
232
Brown Advisory
Maryland
$4.16M -$447K -3,979 -9%
MCM
233
Monarch Capital Management
Indiana
$4.07M +$155K +1,374 +4%
JC
234
Jacobs & Co
California
$4M -$97.1K -863 -2%
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$3.98M -$1.03M -9,117 -19%
MOACM
236
Mutual of America Capital Management
New York
$3.96M +$82.4K +733 +2%
XK
237
Xact Kapitalforvaltning
Sweden
$3.94M
URS
238
Utah Retirement Systems
Utah
$3.94M +$11.6K +103 +0.3%
SGCIA
239
Smith Graham & Co Investment Advisors
Texas
$3.93M -$27.9K -248 -0.6%
SI
240
Stephens Inc
Arkansas
$3.89M -$525K -4,666 -11%
NB
241
Norinchukin Bank
Japan
$3.88M +$1.3M +11,529 +43%
ProShare Advisors
242
ProShare Advisors
Maryland
$3.86M +$1.01M +8,972 +31%
Robeco Institutional Asset Management
243
Robeco Institutional Asset Management
Netherlands
$3.81M +$3.61M +32,063 +556%
RSVP
244
Ramsay Stattman Vela & Price
Colorado
$3.77M +$8.77K +78 +0.2%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$3.76M -$10K -89 -0.2%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$3.76M -$3.24M -28,797 -44%
Zurich Cantonal Bank
247
Zurich Cantonal Bank
Switzerland
$3.75M -$382K -3,401 -8%
SCM
248
Sio Capital Management
New York
$3.65M +$4.07M +36,198 New
ECM
249
ExodusPoint Capital Management
New York
$3.64M +$4.06M +36,140 New
Nomura Asset Management
250
Nomura Asset Management
Japan
$3.62M +$293K +2,609 +8%

ZBH Hedge Fund Activity: Q4 2018 in Review

872 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2018, worth a combined $19B — down 20% from $23.8B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of ZBH and 97 opened new positions — a net loss of 10 holders — while 333 trimmed existing stakes and 255 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $274M. The largest seller was HealthCor Management, cutting an estimated $218M.

  • 872 institutional investors held Zimmer Biomet (ZBH) as of Q4 2018, down from 892 in Q3 2018.
  • Funds reported $19B of Zimmer Biomet stock for Q4 2018, down 20% quarter-over-quarter.
  • 97 funds opened new Zimmer Biomet positions in Q4 2018 and 107 closed out, a net change of -10 holders.
  • The largest Zimmer Biomet buyer in Q4 2018 was T. Rowe Price Associates, an estimated $274M added.
  • The largest Zimmer Biomet seller in Q4 2018 was HealthCor Management, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2018.