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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
RJT
501
Raymond James Trust
Florida
$515K -$261K -2,323 -31%
SM
502
Sciencast Management
New Jersey
$515K +$567K +5,044 New
KS
503
Karpas Strategies
Connecticut
$514K
HC
504
Hourglass Capital
Texas
$512K
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$501K -$20.9K -186 -4%
MIA
506
MainStreet Investment Advisors
Illinois
$500K -$7.87K -70 -1%
HW
507
Hancock Whitney
Mississippi
$500K -$5.62K -50 -1%
RGC
508
Roberts, Glore & Co
Illinois
$500K +$17.4K +155 +3%
CCFCSB
509
Cape Cod Five Cents Savings Bank
Massachusetts
$491K
ISL
510
Ingalls & Snyder LLC
New York
$484K
FWCM
511
Ferguson Wellman Capital Management
Oregon
$482K -$33.1K -294 -6%
BWP
512
Baldwin Wealth Partners
Massachusetts
$479K -$3.49K -31 -0.6%
NB
513
NBT Bank
New York
$478K +$65.1K +579 +14%
AF
514
Alerus Financial
North Dakota
$477K -$1.55M -13,766 -74%
TWI
515
Thomas White International
Illinois
$477K
BDWM
516
Brewin Dolphin Wealth Management
Ireland
$474K
PA
517
Probity Advisors
Texas
$473K -$43.7K -389 -8%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$471K +$3.71K +33 +0.7%
MIC
519
Meridian Investment Counsel
California
$471K
Aristotle Capital Management
520
Aristotle Capital Management
California
$467K
CTC
521
Central Trust Company
Missouri
$465K -$11.4K -101 -2%
Marshall Wace
522
Marshall Wace
United Kingdom
$459K -$980K -8,712 -66%
PK
523
Pflug Koory
Nebraska
$458K
ECM
524
Estabrook Capital Management
New York
$457K
Wolverine Trading
525
Wolverine Trading
Illinois
$454K +$78.5K +698 +18%

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.