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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
MSE
301
MUFG Securities EMEA
United Kingdom
$2.7M +$2.48M +20,896 +8,892%
OI
302
Oakbrook Investments
Illinois
$2.69M +$600K +5,047 +31%
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$2.67M +$2.49M +20,910 New
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$2.64M -$245K -2,060 -9%
Walleye Trading
305
Walleye Trading
New York
$2.63M +$2.45M +20,600 New
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$2.62M -$12.6K -106 -0.5%
SWP
307
Stratos Wealth Partners
Ohio
$2.56M +$58.4K +491 +3%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$2.56M +$2.33M +19,595 +4,082%
KeyBank National Association
309
KeyBank National Association
Ohio
$2.56M -$132K -1,111 -5%
TAF
310
Tredje AP-fonden
Sweden
$2.46M -$2.2M -18,515 -49%
RHAM
311
Round Hill Asset Management
California
$2.44M +$61.2K +515 +3%
PCM
312
Palouse Capital Management
Washington
$2.43M -$20.2K -170 -0.9%
LDB
313
Lee, Danner & Bass
Tennessee
$2.4M -$55.2K -464 -2%
NMERB
314
New Mexico Educational Retirement Board
New Mexico
$2.39M -$73.5K -618 -3%
AAM
315
Advisors Asset Management
Colorado
$2.36M -$1.49M -12,551 -40%
AF
316
Alerus Financial
North Dakota
$2.36M -$79.9K -672 -4%
BTNA
317
Bremer Trust National Association
Minnesota
$2.36M +$601K +5,057 +38%
NEI
318
Northwest & Ethical Investments
Ontario, Canada
$2.36M
TU
319
TDAM USA
Ontario, Canada
$2.3M
CNC
320
Citizens & Northern Corp
Pennsylvania
$2.3M -$24.3K -204 -1%
JMPWA
321
JP Morgan Private Wealth Advisors
California
$2.29M -$391K -3,285 -16%
V
322
ValueWorks
New York
$2.28M -$275K -2,316 -11%
COPPSERS
323
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.19M -$561K -4,718 -22%
UCFA
324
United Capital Financial Advisors
Texas
$2.17M +$3.57K +30 +0.2%
Baird Financial Group
325
Baird Financial Group
Wisconsin
$2.12M -$1.34M -11,290 -40%

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.