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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
CBT
726
Capital Bank & Trust
California
$62K
ESB
727
Essex Savings Bank
Connecticut
$62K +$69.5K +618 New
GLI
728
Guardian Life Insurance
New York
$59K
NSIM
729
North Star Investment Management
Illinois
$59K
AIC
730
Archer Investment Corporation
Indiana
$59K +$65.8K +585 New
KTC
731
Kistler-Tiffany Companies
Pennsylvania
$57K -$5.51K -49 -8%
AIC
732
Ameritas Investment Company
Nebraska
$57K +$63.8K +567 New
GAM
733
Gemmer Asset Management
California
$55K
BOPW
734
Brandywine Oak Private Wealth
Pennsylvania
$55K +$62K +551 New
HR
735
Howe & Rusling
New York
$54K +$787 +7 +1%
ATC
736
Adirondack Trust Company
New York
$52K
SQA
737
Simon Quick Advisors
New Jersey
$52K
TFS
738
TrustCore Financial Services
Tennessee
$52K
HI
739
Hudock Inc
Pennsylvania
$51K +$2.02K +18 +4%
APA
740
American Portfolios Advisors
New York
$50.8K +$6.97K +62 +14%
SGS
741
Sterling Global Strategies
California
$49.8K +$55.6K +494 New
PAMU
742
Pictet Asset Management (UK)
United Kingdom
$49.2K -$967K -8,596 -2%
PCG
743
Private Capital Group
Connecticut
$49K
TF
744
Tompkins Financial
New York
$48K
IAS
745
IMA Advisory Services
Colorado
$47K
ST
746
Smithfield Trust
Pennsylvania
$47K
NS
747
NewDay Solutions
New Hampshire
$45K +$50.6K +450 New
PB
748
Pinnacle Bancorp
Nebraska
$45K +$50.7K +451 New
OC
749
Oakworth Capital
Alabama
$42K
AIM
750
Arcadia Investment Management
Michigan
$41K

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.