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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
CFG
726
Citizens Financial Group
Rhode Island
$168K
IA
727
IFP Advisors
Florida
$166K -$9.04K -76 -6%
EFSCE
728
Enterprise Financial Services Corp (EFSC)
Missouri
$165K
Twin Tree Management
729
Twin Tree Management
Texas
$159K +$90.7K +763 +159%
EWM
730
Endurance Wealth Management
Rhode Island
$158K
S
731
SignatureFD
Georgia
$149K -$385K -3,235 -73%
PA
732
Parallel Advisors
California
$141K
SSB
733
Sandy Spring Bank
Maryland
$135K
FPS
734
Fieldpoint Private Securities
Connecticut
$131K
BFC
735
Bedel Financial Consulting
Indiana
$129K +$119 +1 +0.1%
IFAM
736
Institutional & Family Asset Management
Colorado
$127K
RE
737
RBC Europe
United Kingdom
$124K
PFBT
738
Parkside Financial Bank & Trust
Missouri
$124K -$476 -4 -0.4%
MWPCG
739
Measured Wealth Private Client Group
New Hampshire
$123K +$114K +958 New
WAM
740
Wealthspire Advisors (Maryland)
Maryland
$119K
GP
741
Girard Partners
Pennsylvania
$114K +$107K +898 New
ClearBridge Investments
742
ClearBridge Investments
New York
$110K
WCM
743
Whitener Capital Management
North Carolina
$109K +$102K +855 New
TNBTD
744
Trustmark National Bank Trust Department
Mississippi
$105K +$98K +824 New
Acadian Asset Management
745
Acadian Asset Management
Massachusetts
$102K
OIA
746
Optimum Investment Advisors
Illinois
$99K
DAM
747
Delta Asset Management
Tennessee
$95K
RCC
748
Red Cedar Capital
Nebraska
$95K
AWM
749
Aevitas Wealth Management
Massachusetts
$93K
SIAP
750
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$85K +$12.2K +103 +18%

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.