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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
SAM
301
Securian Asset Management
Minnesota
$2.19M +$40.4K +359 +2%
AWCI
302
Alpine Woods Capital Investors
New York
$2.15M -$57.9K -515 -2%
CGH
303
Crossmark Global Holdings
Texas
$2.14M +$585K +5,199 +32%
SGH
304
Sivik Global Healthcare
Connecticut
$2.07M -$2.32M -20,600 -50%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$2.04M -$33.2K -295 -1%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$2.02M -$12.8K -114 -0.6%
TAF
307
Tredje AP-fonden
Sweden
$2M +$63.9K +568 +3%
LDB
308
Lee, Danner & Bass
Tennessee
$1.98M +$99.3K +883 +5%
Assenagon Asset Management
309
Assenagon Asset Management
Luxembourg
$1.98M +$1.23M +10,963 +126%
Simplex Trading
310
Simplex Trading
Illinois
$1.97M +$1.35M +11,979 +158%
SWP
311
Stratos Wealth Partners
Ohio
$1.97M -$61.5K -547 -3%
BTNA
312
Bremer Trust National Association
Minnesota
$1.95M +$93.5K +831 +4%
OI
313
Oakbrook Investments
Illinois
$1.94M -$200K -1,782 -8%
RHAM
314
Round Hill Asset Management
California
$1.92M -$5.85K -52 -0.3%
PCM
315
Palouse Capital Management
Washington
$1.91M -$13.2K -117 -0.6%
TU
316
TDAM USA
Ontario, Canada
$1.87M -$81.5K -725 -4%
CBOA
317
Commonwealth Bank of Australia
Australia
$1.87M +$894K +7,949 +74%
LTFS
318
Ladenburg Thalmann Financial Services
Florida
$1.87M +$219K +1,945 +12%
NEI
319
Northwest & Ethical Investments
Ontario, Canada
$1.85M -$8.43K -75 -0.4%
KeyBank National Association
320
KeyBank National Association
Ohio
$1.83M -$207K -1,839 -9%
BTS
321
BB&T Securities
Virginia
$1.83M -$2.1M -18,702 -51%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$1.8M -$92.7K -824 -4%
CNC
323
Citizens & Northern Corp
Pennsylvania
$1.78M -$32.7K -291 -2%
Baird Financial Group
324
Baird Financial Group
Wisconsin
$1.75M +$73.9K +657 +4%
BIM
325
Bogle Investment Management
Massachusetts
$1.75M +$1.95M +17,341 New

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.