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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
HCM
626
Hengehold Capital Management
Ohio
$258K
EWA
627
ERTS Wealth Advisors
Michigan
$250K +$279K +2,481 New
TC
628
Trilogy Capital
California
$247K -$54.5K -485 -17%
GWM
629
Geneos Wealth Management
Colorado
$243K +$15.9K +141 +6%
RCM
630
Radnor Capital Management
Pennsylvania
$242K +$23.2K +206 +9%
SFS
631
Sowell Financial Services
Arkansas
$241K +$22.2K +197 +9%
WP
632
WealthPLAN Partners
Nebraska
$239K +$2.7K +24 +1%
SPIA
633
Steward Partners Investment Advisory
New York
$237K -$17K -151 -6%
CBU
634
CIBC Bank USA
Illinois
$234K +$1.01K +9 +0.4%
PM
635
Parametrica Management
Hong Kong
$233K +$260K +2,313 New
BAM
636
Blueshift Asset Management
New Jersey
$231K +$258K +2,295 New
BMC
637
Beaton Management Company
Massachusetts
$230K
VI
638
Versor Investments
New York
$228K +$255K +2,266 New
RIM
639
Rampart Investment Management
Connecticut
$227K -$542K -4,820 -68%
MIH
640
Meitav Investment House
Israel
$227K
BP
641
Ballentine Partners
Massachusetts
$227K +$253K +2,251 New
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$226K -$562 -5 -0.2%
BDF
643
Balasa Dinverno & Foltz
$226K +$252K +2,240 New
HFS
644
Haverford Financial Services
Pennsylvania
$225K -$307K -2,730 -55%
CFB
645
Cullen/Frost Bankers
Texas
$223K -$9.9K -88 -4%
WP
646
WealthShield Partners
North Carolina
$220K
IA
647
IFP Advisors
Florida
$220K +$101K +900 +69%
BS
648
Banco Santander
Spain
$220K +$246K +2,184 New
SAM
649
Sectoral Asset Management
Quebec, Canada
$218K
ZCA
650
Zeke Capital Advisors
Pennsylvania
$218K

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.