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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
Mariner
651
Mariner
Kansas
$236K -$42.1K -387 -15%
GIA
652
Guyasuta Investment Advisors
Pennsylvania
$236K -$1.74K -16 -0.7%
ZCA
653
Zeke Capital Advisors
Pennsylvania
$235K -$1.69M -15,551 -88%
SF
654
Synovus Financial
Georgia
$232K -$22.4K -206 -9%
BA
655
Boston Advisors
Massachusetts
$232K +$233K +2,140 New
LOAME
656
Lombard Odier Asset Management (Europe)
United Kingdom
$231K
CAW
657
Cornerstone Advisors (Washington)
Washington
$230K -$2.5K -23 -1%
DHFB
658
Dixon Hubard Feinour & Brown
Virginia
$228K
TCOT
659
Trust Company of Toledo
Ohio
$227K -$28.2K -259 -11%
HAIM
660
Hunter Associates Investment Management
Pennsylvania
$226K
PFSC
661
Peoples Financial Services Corp
Pennsylvania
$225K
FNBOO
662
First National Bank of Omaha
Nebraska
$222K
CCA
663
Checchi Capital Advisers
California
$221K -$1.85K -17 -0.8%
MBTD
664
Mechanics Bank - Trust Department
California
$219K
WCM
665
Weik Capital Management
Pennsylvania
$218K -$68.9K -633 -24%
CT
666
Cambridge Trust
Massachusetts
$218K +$2.94K +27 +1%
VF
667
Virtu Financial
New York
$218K +$220K +2,018 New
JWBC
668
John W. Bristol & Co
New York
$217K
WSFS
669
Wilmington Savings Fund Society
Delaware
$213K -$4.46K -41 -2%
AC
670
Alexandria Capital
Virginia
$213K
AWA
671
Alaska Wealth Advisors
Alaska
$213K +$215K +1,978 New
ASA
672
Armstrong Shaw Associates
Connecticut
$212K
WP
673
WealthPLAN Partners
Nebraska
$212K +$327 +3 +0.2%
FC
674
Fayerweather Charles
$211K -$327 -3 -0.2%
BA
675
BKS Advisors
Michigan
$210K -$1.74K -16 -0.8%

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.