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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
OC
776
Oakworth Capital
Alabama
$54K
PO
777
Private Ocean
California
$53K
WPW
778
Winthrop Partners - WNY
New York
$52.6K +$42.8K +360 +692%
RCAG
779
Rehmann Capital Advisory Group
Michigan
$52.2K +$4.64K +39 +11%
JGIA
780
Jackson Grant Investment Advisers
Connecticut
$48K -$3.45K -29 -7%
AF
781
Advisornet Financial
Minnesota
$46K
JA
782
JOYN Advisors
Georgia
$46K +$6.54K +55 +18%
MYIA
783
Mount Yale Investment Advisors
Colorado
$44K -$9.99K -84 -18%
FPFS
784
First Personal Financial Services
North Carolina
$44K
OFW
785
Omnia Family Wealth
Florida
$44K
SIM
786
Sonora Investment Management
Arizona
$42K
AIM
787
Arcadia Investment Management
Michigan
$41K
TPWA
788
TRUE Private Wealth Advisors
Oregon
$40.7K +$37.8K +318 New
AOWM
789
Alpha Omega Wealth Management
Virginia
$40K
JFA
790
JNBA Financial Advisors
Minnesota
$40K
CSS
791
Cubist Systematic Strategies
Connecticut
$39K -$282K -2,369 -88%
CFGS
792
Concourse Financial Group Securities
Alabama
$39K +$35.9K +302 New
GEA
793
Glen Eagle Advisors
New Jersey
$38.7K
TRCT
794
Tower Research Capital (TRC)
New York
$38K -$548K -4,607 -94%
APP
795
Avantax Planning Partners
Iowa
$38K +$35.3K +297 New
HDIM
796
Hanson & Doremus Investment Management
Vermont
$36K
PMFA
797
Plante Moran Financial Advisors
Michigan
$36K +$9.99K +84 +43%
OSNBOA
798
Old Second National Bank of Aurora
Illinois
$35K -$12.2K -103 -27%
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35K
RMAM
800
Raab & Moskowitz Asset Management
New Jersey
$35K +$32.7K +275 New

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.