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Zimmer Biomet

869 hedge funds and large institutions have $20B invested in Zimmer Biomet in 2018 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 287 increasing their positions, 324 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $87M | Put options by funds: $56.3M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

2% more capital invested

Capital invested by funds: $19.6B → $20B (+$360M)

0% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 64

0.36% less ownership

Funds ownership: 91.1%90.74% (-0.36%)

1% less funds holding

Funds holding: 875869 (-6)

11% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 324

Holders
869
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
19.89%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
64
Increased
287
Reduced
324
Closed
64
Calls
$87M
Puts
$56.3M
Net Calls
+$30.7M
Net Calls Change
+$55.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BKA
276
Brick & Kyle Associates
Pennsylvania
$2.81M -$39.8K -366 -1%
DnB Asset Management
277
DnB Asset Management
Norway
$2.76M +$112K +1,030 +4%
WSTAM
278
Wilbanks Smith & Thomas Asset Management
Virginia
$2.75M +$109K +999 +4%
MM
279
Meridian Management
Arkansas
$2.75M +$9.47K +87 +0.3%
Citigroup
280
Citigroup
New York
$2.74M -$3.81M -35,031 -58%
UONDDL
281
University of Notre Dame du Lac
Indiana
$2.71M +$2.72M +25,014 New
RHJA
282
Rice Hall James & Associates
California
$2.65M +$1.89M +17,344 +242%
HighTower Advisors
283
HighTower Advisors
Illinois
$2.64M +$213K +1,958 +9%
PSUF
284
People's United Financial
Connecticut
$2.61M -$199K -1,829 -7%
William Blair & Company
285
William Blair & Company
Illinois
$2.6M -$148K -1,359 -5%
GH
286
GAM Holding
Switzerland
$2.58M +$210K +1,930 +9%
NB
287
Norinchukin Bank
Japan
$2.57M +$495K +4,551 +24%
BCCM
288
Bridge Creek Capital Management
Massachusetts
$2.57M -$79K -726 -3%
LCM
289
Logan Capital Management
Pennsylvania
$2.56M
NWM
290
Nicola Wealth Management
British Columbia, Canada
$2.56M
DILIC
291
Dai-ichi Life Insurance Company
Japan
$2.55M
RJFSA
292
Raymond James Financial Services Advisors
Florida
$2.52M +$80.1K +736 +3%
Public Sector Pension Investment Board (PSP Investments)
293
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.51M +$1.26M +11,536 +99%
ECM
294
Endurant Capital Management
California
$2.5M +$2.52M +23,131 New
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$2.49M -$398K -3,654 -14%
OPERF
296
Oregon Public Employees Retirement Fund
Oregon
$2.47M +$19.6K +180 +0.8%
WFI
297
West Family Investments
California
$2.46M
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$2.46M -$10.8M -99,086 -81%
HBT
299
Hills Bank & Trust
Iowa
$2.43M +$19.5K +179 +0.8%
PAM
300
Paradigm Asset Management
New York
$2.37M

ZBH Hedge Fund Activity: Q2 2018 in Review

869 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2018, worth a combined $20B — up 1.8% from $19.6B a quarter earlier.

Fund positioning in ZBH was balanced in Q2 2018: 64 funds opened new positions, 64 closed out, 287 added to existing stakes and 324 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $320M. The largest seller was BlackRock, cutting an estimated $230M.

  • 869 institutional investors held Zimmer Biomet (ZBH) as of Q2 2018, down from 875 in Q1 2018.
  • Funds reported $20B of Zimmer Biomet stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 64 funds opened new Zimmer Biomet positions in Q2 2018 and 64 closed out, a net change of 0 holders.
  • The largest Zimmer Biomet buyer in Q2 2018 was Wellington Management Group, an estimated $320M added.
  • The largest Zimmer Biomet seller in Q2 2018 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q2 2018.