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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
DZ Bank
676
DZ Bank
Germany
$185K -$72.2K -642 -26%
MRCM
677
M&R Capital Management
New Jersey
$175K -$7.76K -69 -4%
BFEC
678
Benjamin F. Edwards & Company
Missouri
$172K -$73K -649 -28%
MCM
679
Manchester Capital Management
Vermont
$172K
AIM
680
Achmea Investment Management
Netherlands
$164K -$949K -8,436 -84%
C
681
Cerebellum
California
$163K +$182K +1,621 New
AIM
682
Anchor Investment Management
South Carolina
$160K
WB
683
Webster Bank
Connecticut
$159K
SWM
684
SeaCrest Wealth Management
New York
$157K
AW
685
Alpha Windward
Massachusetts
$156K -$22.8K -203 -12%
ER
686
Enlightenment Research
Florida
$156K +$174K +1,545 New
THWM
687
Taylor Hoffman Wealth Management
Virginia
$152K
SP
688
Symmetry Partners
Connecticut
$149K +$167K +1,482 New
FMLI
689
Fukoku Mutual Life Insurance
Japan
$145K
BEAM
690
Baker Ellis Asset Management
Washington
$143K
FPB
691
First PREMIER Bank
South Dakota
$142K
YWP
692
YorkBridge Wealth Partners
New York
$141K
ARMT
693
Amica Retiree Medical Trust
Rhode Island
$136K
CFG
694
Citizens Financial Group
Rhode Island
$133K
EFSCE
695
Enterprise Financial Services Corp (EFSC)
Missouri
$130K
CIAS
696
Capital Investment Advisory Services
North Carolina
$128K +$143K +1,271 New
FIB
697
First Interstate Bank
Montana
$125K +$134K +1,192 +2,167%
EWM
698
Endurance Wealth Management
Rhode Island
$124K
S
699
SignatureFD
Georgia
$120K +$2.25K +20 +2%
MOS
700
MGO One Seven
Ohio
$120K +$134K +1,193 New

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.