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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
SVWA
526
Sound View Wealth Advisors
Georgia
$453K +$506K +4,500 New
Qube Research & Technologies (QRT)
527
Qube Research & Technologies (QRT)
United Kingdom
$451K +$453K +4,030 +898%
SB
528
Simmons Bank
Arkansas
$445K
CC
529
Cipher Capital
New York
$444K +$292K +2,593 +143%
NB
530
Nicolet Bankshares
Wisconsin
$441K -$232K -2,061 -32%
DIM
531
DC Investments Management
Virginia
$434K -$71K -631 -13%
RI
532
Ridgewood Investments
New Jersey
$433K
BCWM
533
Bartlett & Co Wealth Management
Ohio
$428K -$105K -937 -18%
BC
534
Bartlett & Co
Ohio
$427K -$105K -937 -18%
CCA
535
Cobblestone Capital Advisors
New York
$424K
BCM
536
Boltwood Capital Management
California
$422K -$431K -3,831 -48%
CA
537
Clearstead Advisors
Ohio
$421K
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$419K +$22.2K +197 +5%
LSAG
539
Lake Street Advisors Group
New Hampshire
$418K -$16.6K -148 -3%
GT
540
Glenview Trust
Kentucky
$415K
ACA
541
Atlas Capital Advisors
Wyoming
$415K
CI
542
Conning Inc
Connecticut
$413K -$39.5K -351 -8%
MAFM
543
Mid Atlantic Financial Management
Pennsylvania
$413K +$461K +4,098 New
Voloridge Investment Management
544
Voloridge Investment Management
Florida
$413K +$462K +4,105 New
SAM
545
Strategy Asset Managers
California
$402K
PTC
546
Philadelphia Trust Company
Pennsylvania
$400K -$148K -1,318 -25%
IB
547
Intrust Bank
Kansas
$400K +$37.6K +334 +9%
VIA
548
Vident Investment Advisory
Georgia
$399K -$3.82K -34 -0.9%
TWA
549
TCI Wealth Advisors
Arizona
$399K
WIM
550
Westside Investment Management
California
$399K

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.