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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
CFA
626
Camarda Financial Advisors
Florida
$332K
HWM
627
Holloway Wealth Management
Florida
$329K
HCM
628
Hengehold Capital Management
Ohio
$327K
MA
629
MUFG Americas
New York
$321K -$57.2K -481 -16%
LJHT
630
Laurie J. Hall Trustee
$321K
SPIA
631
Steward Partners Investment Advisory
New York
$321K +$131K +1,104 +78%
Envestnet Asset Management
632
Envestnet Asset Management
Illinois
$319K -$3.15M -26,463 -91%
DZ Bank
633
DZ Bank
Germany
$319K +$147K +1,236 +97%
PI
634
Putnam Investments
Massachusetts
$313K -$8.8K -74 -3%
CC
635
Cedar Capital
Illinois
$311K +$290K +2,436 New
VFA
636
Voya Financial Advisors
Connecticut
$308K +$1.07K +9 +0.4%
BFEC
637
Benjamin F. Edwards & Company
Missouri
$301K -$102K -854 -27%
MIFH
638
Migdal Insurance & Financial Holdings
Israel
$301K +$157K +1,324 +128%
CA
639
Commerzbank Aktiengesellschaft
Germany
$299K -$213K -1,789 -43%
CWM
640
Cornerstone Wealth Management
Missouri
$299K +$140K +1,180 +3%
RIM
641
Rampart Investment Management
Connecticut
$297K -$232K -1,955 -22%
CBU
642
CIBC Bank USA
Illinois
$297K
TW
643
Transform Wealth
Colorado
$294K -$24.5K -206 -8%
CFB
644
Cullen/Frost Bankers
Texas
$294K -$11.3K -95 -4%
GWM
645
Geneos Wealth Management
Colorado
$293K
BMC
646
Beaton Management Company
Massachusetts
$292K +$4.99K +42 +2%
VAM
647
Verity Asset Management
North Carolina
$292K +$272K +2,290 New
RCA
648
Rowland Carmichael Advisors
Arizona
$291K
AFM
649
Abbot Financial Management
Massachusetts
$287K -$6.18K -52 -2%
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$287K +$832 +7 +0.3%

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.