We are live on ! Find out more
ZBH icon

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
SAM
551
Strategy Asset Managers
California
$509K
CG
552
Cutler Group
California
$507K +$171K +1,442 +48%
TWA
553
TCI Wealth Advisors
Arizona
$506K -$24K -202 -5%
AIA
554
Armor Investment Advisors
North Carolina
$505K -$11.1K -93 -2%
KRSITF
555
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$505K +$1.9K +16 +0.4%
WIM
556
Westside Investment Management
California
$502K
ECM
557
ETrade Capital Management
Virginia
$499K +$23.7K +199 +5%
PCM
558
Pointe Capital Management
Michigan
$495K +$60K +505 +15%
AP
559
Advisor Partners
California
$493K +$10.7K +90 +2%
Wolverine Trading
560
Wolverine Trading
Illinois
$492K -$354K -2,977 -44%
Bessemer Group
561
Bessemer Group
New Jersey
$491K -$99.4K -836 -18%
BF
562
BOK Financial
Oklahoma
$489K -$6.9K -58 -1%
LWCFA
563
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$488K
AIP
564
Ameritas Investment Partners
Nebraska
$487K -$20.3K -171 -4%
AA
565
ALPS Advisors
Colorado
$485K +$452K +3,800 New
FNFDCM
566
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$479K -$4.16K -35 -0.9%
ATC
567
Argent Trust Co
Tennessee
$479K +$36.1K +304 +9%
LOAMS
568
Lombard Odier Asset Management (Switzerland)
Switzerland
$479K +$446K +3,752 New
FNBTCON
569
First National Bank & Trust Co of Newtown
Pennsylvania
$476K -$21.8K -183 -5%
HS
570
HighVista Strategies
Massachusetts
$473K +$61.2K +515 +16%
CNBT
571
Canandaigua National Bank & Trust
New York
$467K -$48.2K -405 -10%
IB
572
Intrust Bank
Kansas
$465K +$16.9K +142 +4%
MC
573
Moors & Cabot
Massachusetts
$460K +$27.9K +235 +7%
FHB
574
First Hawaiian Bank
Hawaii
$459K +$428K +3,601 New
RWA
575
Ropes Wealth Advisors
Massachusetts
$457K -$18.5K -156 -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.