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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
RP
451
Reinhart Partners
Wisconsin
$696K +$15.9K +141 +2%
CIA
452
Choate Investment Advisors
Massachusetts
$690K -$128K -1,138 -14%
FMTC
453
Farmers & Merchants Trust Company
California
$690K +$771K +6,853 New
AG
454
Advisor Group
Arizona
$688K +$24.9K +221 +3%
GJIC
455
Gamble Jones Investment Counsel
California
$686K -$242K -2,153 -24%
YMRC
456
Yorktown Management & Research Company
Virginia
$674K -$116K -1,030 -13%
CAN
457
Cetera Advisor Networks
California
$667K +$107K +951 +17%
AMI
458
Amica Mutual Insurance
Rhode Island
$658K
NRS
459
Neville Rodie & Shaw
New York
$658K
AI
460
Atria Investments
North Carolina
$651K +$57.9K +515 +9%
BB
461
Busey Bank
Illinois
$642K
CSIC
462
Clifford Swan Investment Counsel
California
$640K -$22K -196 -3%
GHAM
463
Gilman Hill Asset Management
Connecticut
$630K +$25.4K +226 +4%
CI
464
Cigna Investments
Connecticut
$624K +$1.01K +9 +0.1%
TAM
465
Tocqueville Asset Management
New York
$623K +$66K +587 +10%
SC
466
Stralem & Co
New York
$622K
PAG
467
Private Advisor Group
New Jersey
$619K +$8.21K +73 +1%
NSB
468
Norway Savings Bank
Maine
$617K +$18.9K +168 +3%
LBC
469
Lawrence B. Cohen
$614K
LCP
470
Legacy Capital Partners
Wisconsin
$609K -$258K -2,297 -28%
LS
471
Livforsakringsbolaget Skandia
Sweden
$609K
APFBOT
472
Amica Pension Fund Board of Trustees
Rhode Island
$607K
PP
473
Paloma Partners
Connecticut
$604K +$478K +4,254 +243%
CBB
474
Citizens Business Bank
California
$602K
TCM
475
Teza Capital Management
Illinois
$601K +$672K +5,973 New

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.