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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
HNB
426
Huntington National Bank
Ohio
$1.08M +$27.7K +233 +3%
LMGAM
427
Liberty Mutual Group Asset Management
Massachusetts
$1.07M
LCP
428
Legacy Capital Partners
Wisconsin
$1.06M +$68.6K +577 +7%
GCC
429
Guardian Capital (Canada)
Ontario, Canada
$1.06M +$72.6K +611 +8%
V
430
Veritable
Delaware
$1.04M -$60.4K -508 -6%
PI
431
Pettee Investors
Connecticut
$1.04M
BCM
432
Boltwood Capital Management
California
$1.02M +$51.5K +433 +6%
CIA
433
Choate Investment Advisors
Massachusetts
$1.02M -$10.2K -86 -1%
NA
434
Neuburgh Advisers
California
$1.01M -$48.5K -408 -5%
DIA
435
Dean Investment Associates
Ohio
$1.01M +$20.7K +174 +2%
P
436
Pitcairn
Pennsylvania
$1M +$238 +2 +0%
Holocene Advisors
437
Holocene Advisors
New York
$999K +$373K +3,138 +67%
CCM
438
Cadence Capital Management
Massachusetts
$991K +$45.5K +383 +5%
YMRC
439
Yorktown Management & Research Company
Virginia
$986K -$539K -4,532 -37%
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$986K +$136K +1,146 +17%
AAP
441
Ardsley Advisory Partners
Connecticut
$986K +$306K +2,575 +50%
CANC
442
Culbertson A N & Co
Virginia
$983K +$36.7K +309 +4%
Daiwa Securities Group
443
Daiwa Securities Group
Japan
$975K +$72.9K +613 +9%
JWBC
444
J.W. Burns & Co
New York
$971K
Simplex Trading
445
Simplex Trading
Illinois
$969K +$881K +7,407 +3,898%
PWAP
446
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$960K
HCM
447
Highlander Capital Management
New Jersey
$957K -$18.4K -155 -2%
IC
448
Investment Counsel
Michigan
$956K
RJT
449
Raymond James Trust
Florida
$949K +$31.3K +263 +4%
PGFC
450
Peapack-Gladstone Financial Corp
New Jersey
$941K +$225K +1,896 +35%

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.