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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
QAM
426
Quantres Asset Management
Cayman Islands
$809K -$57.9K -515 -6%
PI
427
Pettee Investors
Connecticut
$804K -$17.7K -157 -2%
DIA
428
Dean Investment Associates
Ohio
$803K +$9.33K +83 +1%
CANC
429
Culbertson A N & Co
Virginia
$780K +$5.17K +46 +0.6%
AAM
430
Advisors Asset Management
Colorado
$772K -$1.22M -10,854 -59%
KA
431
Kaizen Advisory
Illinois
$772K -$149K -1,327 -15%
FCH
432
Freestone Capital Holdings
Washington
$761K -$254K -2,262 -23%
V
433
Veritable
Delaware
$758K -$70.1K -623 -8%
FCFC
434
First Commonwealth Financial Corp
Pennsylvania
$758K +$373K +3,319 +100%
JWBC
435
J.W. Burns & Co
New York
$754K -$13.9K -124 -2%
PWAP
436
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$752K -$5.74K -51 -0.7%
HCM
437
Highlander Capital Management
New Jersey
$747K
LIA
438
LS Investment Advisors
Michigan
$745K +$37.3K +332 +5%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$743K +$1.57K +14 +0.2%
PA
440
Profund Advisors
Maryland
$730K -$156K -1,391 -16%
NA
441
Neuburgh Advisers
California
$728K -$73.9K -657 -8%
OFS
442
Orrstown Financial Services
Pennsylvania
$724K -$10.2K -91 -1%
ADBIC
443
A.D. Beadell Investment Counsel
Wisconsin
$724K
P
444
Pitcairn
Pennsylvania
$721K -$75.7K -673 -9%
IDBONY
445
Israel Discount Bank of New York
New York
$706K -$17.8K -158 -2%
JIM
446
Jensen Investment Management
Oregon
$706K +$79.8K +710 +11%
BFS
447
Bradley Foster & Sargent
Connecticut
$705K +$2.92K +26 +0.4%
CPO
448
Cerity Partners OCIO
New York
$704K +$34K +302 +5%
AAM
449
AR Asset Management
California
$698K
GC
450
Globeflex Capital
California
$698K

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.