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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
1SB
351
1ST Source Bank
Indiana
$1.39M -$144K -1,280 -8%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$1.38M -$90.5K -805 -6%
WCM
353
Wunderlich Capital Managemnt
Tennessee
$1.37M -$42.1K -374 -3%
CBTWT
354
Community Bank & Trust (Waco, Texas)
Texas
$1.36M -$28.9K -257 -2%
NSAM
355
North Star Asset Management
Wisconsin
$1.35M -$245K -2,180 -14%
ICOM
356
Investment Counselors of Maryland
Maryland
$1.34M +$25.2K +224 +2%
NG
357
NatWest Group
United Kingdom
$1.34M -$6.52K -58 -0.4%
HFS
358
HL Financial Services
Kentucky
$1.33M -$92.6K -823 -6%
BFO
359
Biltmore Family Office
North Carolina
$1.33M
S
360
Seeyond
France
$1.32M +$1.48M +13,153 New
SIM
361
Sentry Investment Management
Wisconsin
$1.32M -$38.6K -343 -3%
Truist Financial
362
Truist Financial
North Carolina
$1.31M -$138K -1,231 -9%
PIM
363
Partner Investment Management
California
$1.31M -$193K -1,717 -12%
MAM
364
Meeder Asset Management
Ohio
$1.29M -$1.81M -16,106 -56%
CAM
365
Claret Asset Management
Quebec, Canada
$1.29M -$36.4K -324 -2%
ONB
366
Old National Bancorp
Indiana
$1.29M +$65.7K +584 +5%
MERSOM
367
Municipal Employees' Retirement System of Michigan
Michigan
$1.27M +$1.42M +12,659 New
QCMC
368
Quantum Capital Management (California)
California
$1.23M +$43.5K +387 +3%
Cerity Partners
369
Cerity Partners
New York
$1.22M +$33K +293 +2%
WAM
370
World Asset Management
Michigan
$1.22M -$58.3K -518 -4%
BBA
371
BLB&B Advisors
Pennsylvania
$1.22M -$36.8K -327 -3%
II
372
IFM Investors
Australia
$1.22M +$117K +1,036 +9%
BG
373
Bahl & Gaynor
Ohio
$1.21M -$37.1K -330 -3%
PI
374
PEAK6 Investments
Illinois
$1.2M +$573K +5,091 +75%
BCM
375
Bayesian Capital Management
New York
$1.19M -$174K -1,545 -12%

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.