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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
FBT
701
First Bankers Trust
Kentucky
$217K +$202K +1,703 New
WP
702
WealthPLAN Partners
Nebraska
$215K +$713 +6 +0.3%
KP
703
Keel Point
Alabama
$215K +$200K +1,684 New
OCM
704
One Capital Management
California
$214K -$111K -937 -36%
NIA
705
Northstar Investment Advisors
Colorado
$214K +$199K +1,674 New
BHWM
706
Bar Harbor Wealth Management
New Hampshire
$213K +$198K +1,669 New
AWM
707
Aries Wealth Management
Maine
$212K
PP
708
Prudential plc
United Kingdom
$205K -$483K -4,059 -72%
DCM
709
Donaldson Capital Management
Indiana
$205K +$191K +1,607 New
AIM
710
Anchor Investment Management
South Carolina
$203K
MCM
711
Manchester Capital Management
Vermont
$203K
FNBT
712
FineMark National Bank & Trust
Florida
$202K -$579K -4,869 -75%
WB
713
Webster Bank
Connecticut
$202K
HAG
714
HighPoint Advisor Group
Illinois
$202K +$199K +1,677 New
SWM
715
SeaCrest Wealth Management
New York
$199K
THWM
716
Taylor Hoffman Wealth Management
Virginia
$193K
AA
717
Ancora Advisors
Ohio
$188K +$175K +1,470 New
FMLI
718
Fukoku Mutual Life Insurance
Japan
$184K
BEAM
719
Baker Ellis Asset Management
Washington
$181K
FPB
720
First PREMIER Bank
South Dakota
$180K
YWP
721
YorkBridge Wealth Partners
New York
$177K +$3.21K +27 +2%
FHA
722
First Horizon Advisors
Tennessee
$175K
ZB
723
Zions Bancorporation
Utah
$174K -$26K -219 -14%
LNB
724
Ledyard National Bank
$174K
ARMT
725
Amica Retiree Medical Trust
Rhode Island
$173K

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.