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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
Verition Fund Management
651
Verition Fund Management
Connecticut
$215K -$125K -1,111 -34%
LOAME
652
Lombard Odier Asset Management (Europe)
United Kingdom
$215K
DHFB
653
Dixon Hubard Feinour & Brown
Virginia
$212K
KA
654
Kintegral Advisory
New York
$212K +$237K +2,104 New
HAIM
655
Hunter Associates Investment Management
Pennsylvania
$210K
PFSC
656
Peoples Financial Services Corp
Pennsylvania
$209K
BA
657
Birinyi Associates
Connecticut
$207K
SFG
658
SevenBridge Financial Group
Pennsylvania
$206K -$68.8K -612 -23%
TW
659
Transform Wealth
Colorado
$206K -$28.9K -257 -11%
FNBOO
660
First National Bank of Omaha
Nebraska
$206K
FMC
661
First Merchants Corp
Indiana
$205K -$145K -1,288 -39%
MA
662
MUFG Americas
New York
$205K -$53.2K -473 -19%
CT
663
Cambridge Trust
Massachusetts
$205K
CANY
664
Caxton Associates (New York)
New York
$204K +$228K +2,028 New
MBTD
665
Mechanics Bank - Trust Department
California
$203K
AC
666
Alexandria Capital
Virginia
$203K +$4.61K +41 +2%
SF
667
Synovus Financial
Georgia
$202K -$2.92K -26 -1%
JWBC
668
John W. Bristol & Co
New York
$202K
PI
669
Putnam Investments
Massachusetts
$201K -$51.3K -456 -19%
AWA
670
Alaska Wealth Advisors
Alaska
$201K
ECM
671
ETrade Capital Management
Virginia
$200K -$216K -1,921 -49%
O
672
Ossiam
France
$196K +$219K +1,945 New
TAM
673
Tiverton Asset Management
Delaware
$193K
CAW
674
Cornerstone Advisors (Washington)
Washington
$188K -$2.59K -23 -1%
AssetMark Inc
675
AssetMark Inc
California
$186K +$180K +1,603 +657%

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.