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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
AWCI
301
Alpine Woods Capital Investors
New York
$2.37M -$11M -101,043 -82%
COPPSERS
302
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.37M +$348K +3,194 +17%
SAM
303
Securian Asset Management
Minnesota
$2.31M +$19.5K +179 +0.8%
NONA
304
Ninety One North America
New York
$2.3M -$54.1K -497 -2%
JMPWA
305
JP Morgan Private Wealth Advisors
California
$2.29M +$70.5K +648 +3%
KeyBank National Association
306
KeyBank National Association
Ohio
$2.29M -$359K -3,298 -13%
Korea Investment Corp
307
Korea Investment Corp
South Korea
$2.27M -$12.8M -117,935 -85%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$2.24M +$123K +1,130 +6%
V
309
ValueWorks
New York
$2.18M -$36.5K -335 -2%
LPL Financial
310
LPL Financial
California
$2.16M +$29.5K +271 +1%
SWP
311
Stratos Wealth Partners
Ohio
$2.12M -$166K -1,527 -7%
TCM
312
Tradition Capital Management
New Jersey
$2.11M -$179K -1,648 -8%
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$2.09M -$56K -515 -3%
TU
314
TDAM USA
Ontario, Canada
$2.09M +$41.5K +381 +2%
LDB
315
Lee, Danner & Bass
Tennessee
$2.09M +$608K +5,583 +41%
PCM
316
Palouse Capital Management
Washington
$2.08M -$33.3K -306 -2%
AF
317
Alerus Financial
North Dakota
$2.08M +$21.4K +197 +1%
RHAM
318
Round Hill Asset Management
California
$2.07M -$112K -1,030 -5%
DADC
319
D.A. Davidson & Co
Montana
$2.02M +$86.3K +793 +4%
NSAM
320
North Star Asset Management
Wisconsin
$2.02M -$282K -2,590 -12%
NEI
321
Northwest & Ethical Investments
Ontario, Canada
$2M +$125K +1,149 +7%
CNC
322
Citizens & Northern Corp
Pennsylvania
$1.97M +$33.6K +309 +2%
PIM
323
Partner Investment Management
California
$1.92M -$156K -1,433 -7%
Creative Planning
324
Creative Planning
Kansas
$1.88M +$56.5K +519 +3%
Jane Street
325
Jane Street
New York
$1.87M +$441K +4,051 +31%

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.