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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
TCM
751
Tradewinds Capital Management
Washington
$81K
PWAG
752
Polaris Wealth Advisory Group
California
$80K +$58.6K +493 +373%
KTC
753
Kistler-Tiffany Companies
Pennsylvania
$79K -$1.19K -10 -2%
CBT
754
Capital Bank & Trust
California
$79K
WG
755
Welch Group
Alabama
$78.9K +$73.5K +618 New
EA
756
Elm Advisors
California
$76K +$71K +597 New
GLI
757
Guardian Life Insurance
New York
$75K +$1.55K +13 +2%
NSIM
758
North Star Investment Management
Illinois
$75K +$13.4K +113 +24%
SIC
759
Salem Investment Counselors
North Carolina
$70K -$5.35K -45 -8%
GAM
760
Gemmer Asset Management
California
$70K
ICM
761
IMS Capital Management
Oregon
$69K +$64.2K +540 New
HR
762
Howe & Rusling
New York
$67K +$238 +2 +0.4%
SQA
763
Simon Quick Advisors
New Jersey
$66K -$12.2K -103 -17%
TFS
764
TrustCore Financial Services
Tennessee
$66K -$1.67K -14 -3%
ATC
765
Adirondack Trust Company
New York
$66K
IGGA
766
Iron Gate Global Advisors
Utah
$65K +$70.5K +593 New
HI
767
Hudock Inc
Pennsylvania
$63K
PCG
768
Private Capital Group
Connecticut
$62K -$21.8K -183 -27%
TF
769
Tompkins Financial
New York
$61K
IAS
770
IMA Advisory Services
Colorado
$59K
ST
771
Smithfield Trust
Pennsylvania
$59K +$2.14K +18 +4%
SCM
772
Southport Capital Management
Tennessee
$58K -$261K -2,196 -83%
Qube Research & Technologies (QRT)
773
Qube Research & Technologies (QRT)
United Kingdom
$57K +$53.4K +449 New
APA
774
American Portfolios Advisors
New York
$56.5K
WWMSC
775
Wagner Wealth Management (South Carolina)
South Carolina
$55K

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.