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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
SBH
526
Segall Bryant & Hamill
Illinois
$599K -$48.9K -411 -8%
MIC
527
Meridian Investment Counsel
California
$597K
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$593K +$1.43K +12 +0.3%
Aristotle Capital Management
529
Aristotle Capital Management
California
$592K
PI
530
Parkside Investments
Illinois
$591K +$551K +4,635 New
SRAM
531
Stone Ridge Asset Management
New York
$585K +$83.6K +703 +18%
FAAS
532
First Allied Advisory Services
California
$582K +$7.13K +60 +1%
PK
533
Pflug Koory
Nebraska
$581K -$245K -2,060 -31%
ECM
534
Estabrook Capital Management
New York
$580K
CI
535
Conning Inc
Connecticut
$568K -$17.7K -149 -3%
SB
536
Simmons Bank
Arkansas
$564K +$48.2K +405 +10%
Jane Street
537
Jane Street
New York
$561K -$1.53M -12,896 -75%
LSAG
538
Lake Street Advisors Group
New Hampshire
$549K -$44.4K -373 -8%
EA
539
Emerald Advisers
Pennsylvania
$549K -$17.4K -146 -3%
BWAM
540
Boyd Watterson Asset Management
Ohio
$546K
HPC
541
HM Payson & Co
Maine
$539K -$38.9K -327 -7%
CCA
542
Cobblestone Capital Advisors
New York
$537K -$55.1K -463 -10%
CA
543
Clearstead Advisors
Ohio
$533K
NB
544
NBT Bank
New York
$531K -$1.9K -16 -0.4%
N
545
Natixis
France
$525K -$18M -151,438 -97%
GT
546
Glenview Trust
Kentucky
$525K
MYAM
547
Meiji Yasuda Asset Management
Japan
$519K
ACA
548
Atlas Capital Advisors
Wyoming
$518K
TCOV
549
Trust Company of Vermont
Vermont
$516K +$3.21K +27 +0.7%
VIA
550
Vident Investment Advisory
Georgia
$510K -$19.9K -167 -4%

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.