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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
CCM
776
Cribstone Capital Management
Maine
$28K +$11.6K +103 +58%
ADL
777
Asset Dedication LLC
California
$26K
CCM
778
Covington Capital Management
California
$26K
CLOS
779
Compagnie Lombard Odier SCmA
Switzerland
$24K
BWA
780
BDO Wealth Advisors
Florida
$23K
OIA
781
OneDigital Investment Advisors
Kansas
$23K +$26.1K +232 New
GWA
782
Guidant Wealth Advisors
Illinois
$22K
TIM
783
Tortoise Investment Management
New York
$22K
JA
784
JOYN Advisors
Georgia
$21K -$17.1K -152 -42%
TC
785
Trust Company
Kansas
$21K
VCM
786
Vigilant Capital Management
Maine
$21K
CAM
787
Cresset Asset Management
Illinois
$21K +$23.7K +211 New
TVWM
788
Tower View Wealth Management
Wisconsin
$20K
CA
789
Claro Advisors
Massachusetts
$20K +$17.4K +155 New
FDCDDQ
790
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K +$1.35K +12 +7%
FTI
791
Fiduciary Trust International
Massachusetts
$19K +$20.8K +185 New
HIIFS
792
Harel Insurance Investments & Financial Services
Israel
$18K
WA
793
WealthTrust-Arizona
Arizona
$18K
FMTCOCP
794
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
QCG
795
Quadrant Capital Group
Ohio
$17K +$1.69K +15 +9%
MNBTD
796
Moody National Bank Trust Division
Texas
$17K +$18.6K +165 New
PWMG
797
Prestige Wealth Management Group
New Jersey
$17K +$19K +169 New
FWM
798
Focused Wealth Management
New York
$16K
WTB
799
Washington Trust Bank
Washington
$16K
WAS
800
Winch Advisory Services
Wisconsin
$16K

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.