We are live on ! Find out more
ZBH icon

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
PO
751
Private Ocean
California
$41K
NFG
752
Next Financial Group
Texas
$41K +$43.2K +384 +1,829%
DWM
753
Doyle Wealth Management
Florida
$41K +$46.3K +412 New
RCAG
754
Rehmann Capital Advisory Group
Michigan
$38.6K -$2.92K -26 -6%
JGIA
755
Jackson Grant Investment Advisers
Connecticut
$38K
CYG
756
Clean Yield Group
Vermont
$37K +$41.5K +369 New
AF
757
Advisornet Financial
Minnesota
$36K
LFA
758
Legacy Financial Advisors
Kentucky
$36K +$26K +231 +176%
FPFS
759
First Personal Financial Services
North Carolina
$35K
CFGS
760
Concourse Financial Group Securities
Alabama
$35K +$5.29K +47 +16%
WPW
761
Winthrop Partners - WNY
New York
$33.2K -$9.22K -82 -20%
OFW
762
Omnia Family Wealth
Florida
$33K -$1.69K -15 -4%
SIM
763
Sonora Investment Management
Arizona
$33K
RA
764
Rational Advisors
New York
$32K -$6.51M -57,887 -99%
AOWM
765
Alpha Omega Wealth Management
Virginia
$32K
JFA
766
JNBA Financial Advisors
Minnesota
$32K
BBHC
767
Brown Brothers Harriman & Co
New York
$32K +$11.2K +100 +45%
BAM
768
Barrett Asset Management
New York
$32K +$12.7K +113 +55%
Schroder Investment Management Group
769
Schroder Investment Management Group
United Kingdom
$31.8K +$5.93M +52,775 +20%
GEA
770
Glen Eagle Advisors
New Jersey
$30.5K
FEG
771
Financial Enhancement Group
Indiana
$29K
HDIM
772
Hanson & Doremus Investment Management
Vermont
$28K
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K
OSNBOA
774
Old Second National Bank of Aurora
Illinois
$28K
PFGIA
775
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$9.22K +82 +42%

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.