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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
KIA
251
KCM Investment Advisors
California
$3.6M -$16.8K -149 -0.4%
Skandinaviska Enskilda Banken (SEB)
252
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.52M -$116K -1,031 -3%
LG
253
LaFleur & Godfrey
Michigan
$3.46M -$73.5K -654 -2%
NC
254
Northpointe Capital
Michigan
$3.43M +$3.83M +34,085 New
SOADOR
255
State of Alaska Department of Revenue
Alaska
$3.43M +$80K +711 +2%
M&T Bank
256
M&T Bank
New York
$3.43M -$1.52M -13,521 -28%
WB
257
WesBanco Bank
West Virginia
$3.37M -$83.8K -745 -2%
BCA
258
Bernzott Capital Advisors
California
$3.34M
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.26M +$2.54M +22,557 +230%
ERSOT
260
Employees Retirement System of Texas
Texas
$3.21M +$197K +1,751 +6%
PSUF
261
People's United Financial
Connecticut
$3.21M +$865K +7,693 +32%
NMIMC
262
Northwestern Mutual Investment Management Company
Wisconsin
$3.19M -$566K -5,034 -14%
UCI
263
Uncommon Cents Investing
Wisconsin
$3.14M -$73K -649 -2%
MSV
264
MN Services Vermogensbeheer
Netherlands
$3.13M +$139K +1,236 +4%
WF
265
Welch & Forbes
Massachusetts
$3.12M
NAM
266
Nissay Asset Management
Japan
$3.11M +$43.3K +385 +1%
MLICM
267
Metropolitan Life Insurance Company (MetLife)
New York
$3.01M -$34.1K -303 -1%
SDIC
268
South Dakota Investment Council
South Dakota
$3.01M +$1.62M +14,420 +93%
MSA
269
Mason Street Advisors
Wisconsin
$2.98M +$17.7K +157 +0.5%
OC
270
Oppenheimer & Co
New York
$2.9M -$41.2K -366 -1%
SAM
271
Selway Asset Management
$2.86M -$10.5K -93 -0.3%
SW
272
SVB Wealth
Massachusetts
$2.86M -$13.5K -120 -0.4%
HighTower Advisors
273
HighTower Advisors
Illinois
$2.78M +$276K +2,453 +10%
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$2.75M -$20.4K -181 -0.7%
DnB Asset Management
275
DnB Asset Management
Norway
$2.67M -$107K -951 -3%

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.