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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
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$2.12M +$229K +1,930 +13%
Creative Planning
327
Creative Planning
Kansas
$2.1M -$103K -866 -5%
RIM
328
Redpoint Investment Management
Australia
$2.1M
Korea Investment Corp
329
Korea Investment Corp
South Korea
$2.06M -$577K -4,853 -23%
CGH
330
Crossmark Global Holdings
Texas
$2.05M -$124K -1,043 -6%
SB
331
Suntrust Banks
Georgia
$2.04M -$93.7K -788 -5%
RWA
332
River Wealth Advisors
Pennsylvania
$2.03M -$28.8K -242 -1%
NSAM
333
North Star Asset Management
Wisconsin
$1.99M -$365K -3,070 -16%
GIA
334
Gargoyle Investment Advisor
New Jersey
$1.99M -$64.4K -542 -3%
ECM
335
Exchange Capital Management
Michigan
$1.99M +$1.85M +15,554 New
SDIC
336
South Dakota Investment Council
South Dakota
$1.97M
IBOK
337
Independence Bank of Kentucky
Kentucky
$1.96M -$86.8K -730 -5%
SAM
338
Shell Asset Management
Netherlands
$1.95M -$188K -1,577 -9%
AG
339
AlphaSimPlex Group
Massachusetts
$1.94M -$129K -1,082 -7%
1SB
340
1ST Source Bank
Indiana
$1.93M +$58.4K +491 +3%
PIM
341
Partner Investment Management
California
$1.88M -$354K -2,980 -17%
LPL Financial
342
LPL Financial
California
$1.88M -$623K -5,242 -26%
MME
343
Meag Munich Ergo
Germany
$1.86M +$1.77M +14,853 New
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$1.85M -$10.9K -92 -0.6%
Truist Financial
345
Truist Financial
North Carolina
$1.82M -$14.4K -121 -0.8%
HT
346
Heritage Trust
Oklahoma
$1.8M -$9.15K -77 -0.5%
BAM
347
Belpointe Asset Management
Nevada
$1.8M +$7.97K +67 +0.5%
HFS
348
HL Financial Services
Kentucky
$1.8M +$16.5K +139 +1%
Two Sigma Investments
349
Two Sigma Investments
New York
$1.79M +$826K +6,949 +98%
WCM
350
Wunderlich Capital Managemnt
Tennessee
$1.79M -$62.9K -529 -4%

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.