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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
HWM
626
Holloway Wealth Management
Florida
$279K
HCM
627
Hengehold Capital Management
Ohio
$277K
PI
628
Putnam Investments
Massachusetts
$273K -$72K -662 -21%
TW
629
Transform Wealth
Colorado
$272K -$35.5K -326 -11%
LJHT
630
Laurie J. Hall Trustee
$272K +$11.2K +103 +4%
SWM
631
Stockman Wealth Management
Montana
$270K -$22.4K -206 -8%
AF
632
Arrow Financial
New York
$269K
PIA
633
Piedmont Investment Advisors
North Carolina
$265K +$267K +2,452 New
VFA
634
Voya Financial Advisors
Connecticut
$263K -$435 -4 -0.2%
CFB
635
Cullen/Frost Bankers
Texas
$259K -$13.1K -120 -5%
SFC
636
SYM Financial Corp
Indiana
$252K -$3.92K -36 -2%
CBU
637
CIBC Bank USA
Illinois
$252K
AFM
638
Abbot Financial Management
Massachusetts
$249K +$16.9K +155 +7%
GWM
639
Geneos Wealth Management
Colorado
$248K -$1.42K -13 -0.6%
Canada Pension Plan Investment Board
640
Canada Pension Plan Investment Board
Ontario, Canada
$247K -$5.57M -51,217 -96%
RCA
641
Rowland Carmichael Advisors
Arizona
$246K
MIH
642
Meitav Investment House
Israel
$244K -$546K -5,016 -69%
BMC
643
Beaton Management Company
Massachusetts
$243K -$13.5K -124 -5%
BCM
644
BlueCrest Capital Management
Jersey
$242K -$3.34M -30,695 -93%
BCAM
645
Boston Common Asset Management
Massachusetts
$242K -$56.6K -520 -19%
FMII
646
Farmers & Merchants Investments Inc
Nebraska
$242K
TAM
647
Tiverton Asset Management
Delaware
$239K -$15K -138 -6%
RCM
648
Radnor Capital Management
Pennsylvania
$238K
WP
649
WealthShield Partners
North Carolina
$237K
WG
650
Winton Group
United Kingdom
$236K -$3.2M -29,408 -93%

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.