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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
TSS
576
Two Sigma Securities
New York
$348K -$1.13M -10,056 -74%
EWM
577
Evercore Wealth Management
New York
$345K
FBT
578
First Bankers Trust
Kentucky
$343K +$191K +1,702 +100%
DI
579
Diligent Investors
California
$342K
LA
580
Legacy Advisors
Pennsylvania
$340K +$787 +7 +0.2%
CNBT
581
Canandaigua National Bank & Trust
New York
$338K -$34.2K -304 -8%
MWNA
582
Marshall Wace North America
New York
$336K +$375K +3,335 New
B
583
Barings
North Carolina
$333K
WTC
584
WhitTier Trust Company
Nevada
$332K +$5.51K +49 +2%
AP
585
Advisor Partners
California
$331K -$64.7K -575 -15%
CCT
586
Chemung Canal Trust
New York
$330K
SWA
587
Sutton Wealth Advisors
Florida
$325K +$359K +3,189 +9,111%
CB
588
Chemical Bank
Michigan
$323K -$14.5K -129 -4%
PIM
589
Penobscot Investment Management
Massachusetts
$319K -$11.6K -103 -3%
SBL
590
Sargent Bickham Lagudis
Colorado
$318K
LJHT
591
Laurie J. Hall Trustee
$318K +$14.5K +129 +5%
IRF
592
IBM Retirement Fund
New York
$317K -$31.8K -283 -8%
CCM
593
Compton Capital Management
Rhode Island
$317K
PIA
594
Piedmont Investment Advisors
North Carolina
$315K +$106K +946 +43%
QT
595
Quantbot Technologies
New York
$313K +$350K +3,109 New
AF
596
Arrow Financial
New York
$308K +$30.7K +273 +10%
Jones Financial Companies
597
Jones Financial Companies
Missouri
$306K +$13.6K +121 +4%
Luther King Capital Management (LKCM)
598
Luther King Capital Management (LKCM)
Texas
$305K
MIP
599
Marietta Investment Partners
Wisconsin
$304K
KCM
600
Kanawha Capital Management
Virginia
$303K -$37.3K -332 -10%

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.