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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
JMPWA
326
JP Morgan Private Wealth Advisors
California
$1.74M -$71.5K -636 -4%
NO
327
Ninety One
South Africa
$1.7M +$1.91M +16,941 New
ECM
328
Exchange Capital Management
Michigan
$1.68M +$131K +1,169 +8%
Creative Planning
329
Creative Planning
Kansas
$1.68M +$22.9K +204 +1%
CSS
330
Cubist Systematic Strategies
Connecticut
$1.67M +$1.82M +16,223 +5,250%
GH
331
GAM Holding
Switzerland
$1.66M -$1.17M -10,403 -39%
RIM
332
Redpoint Investment Management
Australia
$1.66M
UCFA
333
United Capital Financial Advisors
Texas
$1.65M -$62K -551 -3%
V
334
ValueWorks
New York
$1.64M -$184K -1,632 -9%
GIC
335
Gantzert Investment Company
Illinois
$1.56M +$1.75M +15,538 New
AG
336
AlphaSimPlex Group
Massachusetts
$1.53M
RWA
337
River Wealth Advisors
Pennsylvania
$1.52M -$91.4K -813 -5%
JIM
338
Jupiter Investment Management
United Kingdom
$1.5M +$1.68M +14,925 New
AIM
339
Assured Investment Management
New York
$1.49M +$1.67M +14,823 New
AC
340
Allstate Corporation
Illinois
$1.49M +$1.66M +14,758 New
KOCAA
341
Knights of Columbus Asset Advisors
Connecticut
$1.46M +$1.63M +14,472 New
IBOK
342
Independence Bank of Kentucky
Kentucky
$1.46M -$101K -901 -6%
BAM
343
Belpointe Asset Management
Nevada
$1.43M +$12.3K +109 +0.8%
KCM
344
Kempner Capital Management
Texas
$1.43M +$340K +3,026 +27%
SIP
345
Stoneridge Investment Partners
Pennsylvania
$1.43M +$1.6M +14,207 New
DADC
346
D.A. Davidson & Co
Montana
$1.41M +$53.5K +476 +4%
SAM
347
Shell Asset Management
Netherlands
$1.41M -$148K -1,312 -9%
JG
348
Jefferies Group
New York
$1.41M -$9.05M -80,471 -85%
HT
349
Heritage Trust
Oklahoma
$1.4M -$23.5K -209 -1%
SNT
350
Security National Trust
West Virginia
$1.39M -$11.6K -103 -0.7%

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.