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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
FA
601
FDx Advisors
Illinois
$401K -$4.16K -35 -1%
Allianz Asset Management
602
Allianz Asset Management
Germany
$390K -$4.83M -40,633 -93%
CFA
603
Carroll Financial Associates
North Carolina
$390K +$238 +2 +0.1%
Luther King Capital Management (LKCM)
604
Luther King Capital Management (LKCM)
Texas
$386K
MIP
605
Marietta Investment Partners
Wisconsin
$385K
SWM
606
Stockman Wealth Management
Montana
$382K +$59.3K +499 +20%
GRP
607
Global Retirement Partners
California
$378K +$1.43K +12 +0.4%
TC
608
Trilogy Capital
California
$375K -$58.4K -491 -14%
Jones Financial Companies
609
Jones Financial Companies
Missouri
$372K +$20.1K +169 +6%
MML Investors Services
610
MML Investors Services
Massachusetts
$370K +$122K +1,025 +55%
BCA
611
Bay Colony Advisors
Massachusetts
$362K +$328K +2,756 +3,533%
CIM
612
CIM Investment Management
Pennsylvania
$358K -$119 -1 -0%
AF
613
Arrow Financial
New York
$354K +$34.2K +288 +12%
RMDI
614
R.M. Davis Inc
Maine
$353K -$6.18K -52 -2%
STA
615
Summit Trail Advisors
New York
$352K +$130K +1,095 +66%
WS
616
Wedbush Securities
California
$346K -$6.06K -51 -2%
SGAM
617
Steinberg Global Asset Management
Florida
$345K
KCM
618
Kornitzer Capital Management
Kansas
$344K +$1.67K +14 +0.5%
KB
619
Kimelman & Baird
New York
$342K
CCG
620
Chatham Capital Group
Georgia
$341K
SFG
621
SevenBridge Financial Group
Pennsylvania
$339K -$12.2K -103 -4%
LCM
622
Landscape Capital Management
New Jersey
$337K
SCM
623
Stonebridge Capital Management
California
$337K
SHCM
624
Stokes & Hubbell Capital Management
Louisiana
$337K +$595 +5 +0.2%
BC
625
Brinker Capital
Pennsylvania
$334K -$1.31K -11 -0.4%

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.