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Zimmer Biomet

869 hedge funds and large institutions have $20B invested in Zimmer Biomet in 2018 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 287 increasing their positions, 324 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $87M | Put options by funds: $56.3M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

2% more capital invested

Capital invested by funds: $19.6B → $20B (+$360M)

0% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 64

0.36% less ownership

Funds ownership: 91.1%90.74% (-0.36%)

1% less funds holding

Funds holding: 875869 (-6)

11% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 324

Holders
869
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
19.89%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
64
Increased
287
Reduced
324
Closed
64
Calls
$87M
Puts
$56.3M
Net Calls
+$30.7M
Net Calls Change
+$55.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Carroll Financial Associates
North Carolina
$330K -$13.5K -124 -4%
Luther King Capital Management (LKCM)
602
Luther King Capital Management (LKCM)
Texas
$328K +$39.2K +360 +13%
MIP
603
Marietta Investment Partners
Wisconsin
$327K
MA
604
MUFG Americas
New York
$324K +$49.6K +456 +18%
CG
605
Cutler Group
California
$323K -$11.2K -103 -3%
GRP
606
Global Retirement Partners
California
$319K +$11.6K +107 +4%
RMDI
607
R.M. Davis Inc
Maine
$305K +$13.7K +126 +5%
CWM
608
Cornerstone Wealth Management
Missouri
$304K +$3.81M +35,017 New
CIM
609
CIM Investment Management
Pennsylvania
$303K -$321K -2,951 -51%
Susquehanna International Group
610
Susquehanna International Group
Pennsylvania
$301K -$650K -5,973 -68%
SFG
611
SevenBridge Financial Group
Pennsylvania
$299K +$42K +386 +16%
PCM
612
Penserra Capital Management
California
$299K +$62.6K +575 +26%
WS
613
Wedbush Securities
California
$298K +$11.4K +105 +4%
Jones Financial Companies
614
Jones Financial Companies
Missouri
$297K -$544 -5 -0.2%
SGAM
615
Steinberg Global Asset Management
Florida
$292K -$168K -1,545 -36%
CSS
616
Cubist Systematic Strategies
Connecticut
$290K -$807K -7,416 -73%
SCM
617
Stonebridge Capital Management
California
$290K -$56K -515 -16%
KCM
618
Kornitzer Capital Management
Kansas
$290K
KB
619
Kimelman & Baird
New York
$290K +$291K +2,678 New
CCG
620
Chatham Capital Group
Georgia
$289K
SCM
621
Southport Capital Management
Tennessee
$286K -$100K -920 -26%
SHCM
622
Stokes & Hubbell Capital Management
Louisiana
$286K +$435 +4 +0.2%
BC
623
Brinker Capital
Pennsylvania
$284K -$162K -1,492 -36%
OCM
624
One Capital Management
California
$283K +$8.93K +82 +3%
CFA
625
Camarda Financial Advisors
Florida
$282K

ZBH Hedge Fund Activity: Q2 2018 in Review

869 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2018, worth a combined $20B — up 1.8% from $19.6B a quarter earlier.

Fund positioning in ZBH was balanced in Q2 2018: 64 funds opened new positions, 64 closed out, 287 added to existing stakes and 324 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $320M. The largest seller was BlackRock, cutting an estimated $230M.

  • 869 institutional investors held Zimmer Biomet (ZBH) as of Q2 2018, down from 875 in Q1 2018.
  • Funds reported $20B of Zimmer Biomet stock for Q2 2018, up 1.8% quarter-over-quarter.
  • 64 funds opened new Zimmer Biomet positions in Q2 2018 and 64 closed out, a net change of 0 holders.
  • The largest Zimmer Biomet buyer in Q2 2018 was Wellington Management Group, an estimated $320M added.
  • The largest Zimmer Biomet seller in Q2 2018 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q2 2018.