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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
HCP
376
Holt Capital Partners
Texas
$1.19M +$15.6K +139 +1%
LA
377
Lau Associates
Delaware
$1.19M -$23.2K -206 -2%
Los Angeles Capital Management
378
Los Angeles Capital Management
California
$1.17M +$27.7K +246 +2%
WT
379
Whittier Trust
California
$1.16M -$49.5K -440 -4%
COPPSERS
380
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M -$645K -5,737 -33%
OPCM
381
Osborne Partners Capital Management
California
$1.15M
Cambridge Investment Research Advisors
382
Cambridge Investment Research Advisors
Iowa
$1.14M -$112K -994 -8%
FCM
383
Flinton Capital Management
Pennsylvania
$1.13M -$114K -1,016 -8%
JGUA
384
John G. Ullman & Associates
New York
$1.12M -$50.4K -448 -4%
FT
385
Fiduciary Trust
Massachusetts
$1.11M
GIA
386
Gargoyle Investment Advisor
New Jersey
$1.11M -$506K -4,497 -29%
LSERS
387
Louisiana State Employees Retirement System
Louisiana
$1.11M -$139K -1,236 -10%
MME
388
Meag Munich Ergo
Germany
$1.09M -$433K -3,854 -26%
SAM
389
Symphony Asset Management
California
$1.08M +$32.5K +289 +3%
AWM
390
Alterna Wealth Management
Texas
$1.07M +$965K +8,578 New
SAM
391
Silvercrest Asset Management
New York
$1.06M -$35.2K -313 -3%
UBG
392
United Bank (Georgia)
Georgia
$1.04M +$52.6K +468 +5%
MCM
393
Mitchell Capital Management
Kansas
$1.02M -$35.8K -318 -3%
RCM
394
Riverhead Capital Management
Delaware
$1.02M -$125K -1,110 -10%
FC
395
Ferris Capital
Massachusetts
$983K -$1.24K -11 -0.1%
CK
396
Cohen Klingenstein
New York
$953K
RFC
397
Regions Financial Corp
Alabama
$948K -$61.4K -546 -5%
Mariner
398
Mariner
Kansas
$940K +$802K +7,133 +325%
BDS
399
Banco de Sabadell
Florida
$937K +$1.05M +9,358 New
MYAM
400
Meiji Yasuda Asset Management
Japan
$928K +$457K +4,064 +100%

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.