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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
Cerity Partners
376
Cerity Partners
New York
$1.51M -$212K -1,782 -13%
Squarepoint
377
Squarepoint
New York
$1.51M -$11M -92,567 -89%
QCMC
378
Quantum Capital Management (California)
California
$1.51M -$15.6K -131 -1%
HCP
379
Holt Capital Partners
Texas
$1.49M -$61.2K -515 -4%
JGUA
380
John G. Ullman & Associates
New York
$1.47M +$28.8K +242 +2%
OPCM
381
Osborne Partners Capital Management
California
$1.46M +$12.2K +103 +0.9%
Los Angeles Capital Management
382
Los Angeles Capital Management
California
$1.46M +$1.36M +11,409 New
AQR Capital Management
383
AQR Capital Management
Connecticut
$1.45M -$383K -3,217 -22%
RCM
384
Riverhead Capital Management
Delaware
$1.43M -$50.2K -422 -4%
KCM
385
Kempner Capital Management
Texas
$1.43M -$238 -2 -0%
FT
386
Fiduciary Trust
Massachusetts
$1.41M
II
387
IFM Investors
Australia
$1.41M +$181K +1,526 +16%
Pacer Advisors
388
Pacer Advisors
Pennsylvania
$1.41M +$183K +1,541 +16%
UB
389
UMB Bank
Missouri
$1.41M +$27.6K +232 +2%
SAM
390
Silvercrest Asset Management
New York
$1.38M -$183K -1,538 -12%
CBOA
391
Commonwealth Bank of Australia
Australia
$1.36M +$233K +1,957 +22%
TF
392
TIAA FSB
Florida
$1.35M -$275K -2,314 -18%
MCM
393
Mitchell Capital Management
Kansas
$1.34M +$393K +3,305 +46%
SAM
394
Symphony Asset Management
California
$1.34M -$112K -942 -8%
NIMI
395
Natixis Investment Managers International
France
$1.33M +$448K +3,765 +57%
AIM
396
Achmea Investment Management
Netherlands
$1.28M +$670K +5,633 +127%
TAM
397
Tyers Asset Management
Texas
$1.28M -$61.7K -519 -5%
RFC
398
Regions Financial Corp
Alabama
$1.27M -$1.67K -14 -0.1%
CAM
399
Cubic Asset Management
Massachusetts
$1.27M
UBG
400
United Bank (Georgia)
Georgia
$1.26M +$91.6K +770 +8%

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.