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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
TAM
401
Tyers Asset Management
Texas
$926K -$94K -836 -8%
GCC
402
Guardian Capital (Canada)
Ontario, Canada
$923K +$96.9K +862 +10%
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$921K +$18.1K +161 +2%
KRS
404
Kentucky Retirement Systems
Kentucky
$920K +$24.1K +214 +2%
CAM
405
Cubic Asset Management
Massachusetts
$919K -$93.2K -829 -8%
UBV
406
United Bank (Virginia)
Virginia
$918K +$63.8K +567 +7%
GIA
407
Gateway Investment Advisers
Ohio
$917K -$34.1K -303 -3%
QI
408
QS Investors
New York
$914K -$1.01K -9 -0.1%
SLF
409
Sun Life Financial
Ontario, Canada
$911K +$337 +3 +0%
FI
410
FormulaFolio Investments
Michigan
$909K
WCM
411
Weld Capital Management
New York
$908K +$1.01M +9,017 New
Acadian Asset Management
412
Acadian Asset Management
Massachusetts
$903K +$919K +8,171 +1,025%
WIC
413
Whitegate Investment Counselors
New Hampshire
$886K -$104K -927 -10%
FTIOP
414
Fiduciary Trust International of Pennsylvania
Pennsylvania
$883K -$20.2K -180 -2%
OAM
415
Oxford Asset Management
United Kingdom
$871K -$478K -4,249 -33%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$863K +$94.7K +842 +11%
EOJOAM
417
E. Ohman J:or Asset Management
Sweden
$861K -$127K -1,133 -12%
IC
418
Investment Counsel
Michigan
$860K
FCI
419
Financial Counselors Inc
Kansas
$855K +$4.05K +36 +0.4%
SLT
420
St Louis Trust
Missouri
$851K +$112 +1 +0%
TCM
421
Tradition Capital Management
New Jersey
$840K -$77K -685 -8%
HNB
422
Huntington National Bank
Ohio
$840K -$10.7K -95 -1%
Daiwa Securities Group
423
Daiwa Securities Group
Japan
$839K +$77.9K +693 +9%
TRCT
424
Tower Research Capital (TRC)
New York
$837K +$902K +8,018 +2,718%
VFA
425
Valeo Financial Advisors
Indiana
$823K +$173K +1,536 +23%

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.