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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
OFS
451
Orrstown Financial Services
Pennsylvania
$929K -$90K -757 -9%
ADBIC
452
A.D. Beadell Investment Counsel
Wisconsin
$918K -$24.5K -206 -3%
HCM
453
Howland Capital Management
Massachusetts
$917K
IDBONY
454
Israel Discount Bank of New York
New York
$916K +$20K +168 +2%
FI
455
FormulaFolio Investments
Michigan
$909K -$17.1K -144 -2%
LIA
456
LS Investment Advisors
Michigan
$903K -$13K -109 -2%
EM
457
ELCO Management
New York
$895K
BFS
458
Bradley Foster & Sargent
Connecticut
$891K
AAM
459
AR Asset Management
California
$885K
GC
460
Globeflex Capital
California
$885K
Two Sigma Advisers
461
Two Sigma Advisers
New York
$882K -$3.44M -28,943 -81%
WIA
462
Wealthstreet Investment Advisors
Texas
$880K
RP
463
Reinhart Partners
Wisconsin
$864K -$132K -1,113 -14%
PI
464
PEAK6 Investments
Illinois
$864K +$805K +6,772 New
CPO
465
Cerity Partners OCIO
New York
$854K -$18K -151 -2%
AG
466
Advisor Group
Arizona
$845K +$187K +1,573 +31%
CSIC
467
Clifford Swan Investment Counsel
California
$836K
AMI
468
Amica Mutual Insurance
Rhode Island
$834K
NRS
469
Neville Rodie & Shaw
New York
$833K -$4.99K -42 -0.6%
NB
470
Nicolet Bankshares
Wisconsin
$822K -$18.3K -154 -2%
BB
471
Busey Bank
Illinois
$814K -$15.6K -131 -2%
JIM
472
Jensen Investment Management
Oregon
$805K
SC
473
Stralem & Co
New York
$789K +$36.7K +309 +5%
LBC
474
Lawrence B. Cohen
$778K
PAG
475
Private Advisor Group
New Jersey
$776K -$98.2K -826 -12%

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.