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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
WSFS
676
Wilmington Savings Fund Society
Delaware
$251K
BCAM
677
Boston Common Asset Management
Massachusetts
$250K -$33.1K -278 -12%
ASA
678
Armstrong Shaw Associates
Connecticut
$250K
TAM
679
Tiverton Asset Management
Delaware
$245K -$34.2K -288 -13%
MCM
680
Murphy Capital Management
New Jersey
$245K +$229K +1,926 New
CIC
681
Cutler Investment Counsel
Oregon
$244K
WCM
682
Weik Capital Management
Pennsylvania
$243K -$14.1K -119 -6%
CAW
683
Cornerstone Advisors (Washington)
Washington
$241K -$28.1K -236 -11%
ITIM
684
Indiana Trust & Investment Management
Indiana
$241K
ACM
685
Azimuth Capital Management
Michigan
$237K
RIM
686
Regent Investment Management
Kentucky
$237K
SCP
687
Seizert Capital Partners
Michigan
$237K +$221K +1,859 New
W
688
Wealthfront
California
$235K +$219K +1,842 New
SCA
689
Stonebridge Capital Advisors
Minnesota
$233K +$217K +1,827 New
CC
690
Cipher Capital
New York
$232K +$216K +1,816 New
MRCM
691
M&R Capital Management
New Jersey
$231K
BA
692
BKS Advisors
Michigan
$230K -$16.5K -139 -7%
GIA
693
Guyasuta Investment Advisors
Pennsylvania
$226K -$49K -412 -19%
HAC
694
Harbor Advisory Corp
New Hampshire
$225K +$210K +1,766 New
AW
695
Alpha Windward
Massachusetts
$224K +$713 +6 +0.3%
TAM
696
Taurus Asset Management
New York
$224K +$208K +1,753 New
FNT
697
First National Trust
Pennsylvania
$224K +$209K +1,761 New
PP
698
Paloma Partners
Connecticut
$223K -$282K -2,370 -58%
CBN
699
Cadence Bank NA
Texas
$220K +$205K +1,721 New
FMBTD
700
First Midwest Bank Trust Division
Illinois
$219K +$204K +1,716 New

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.