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Zimmer Biomet
ZBH

Overview Fund Activity

868 hedge funds and large institutions have $20B invested in Zimmer Biomet in 2018 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 286 increasing their positions, 324 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
-6
Holders Change %
-0.69%
% of All Funds
19.9%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
64
Increased
286
Reduced
324
Closed
64
Calls
$87M
Puts
$56.3M
Net Calls
+$30.7M
Net Calls Change
+$55.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$318M
2
CCM
Causeway Capital Management
California
+$132M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$81.9M
4
KP
Kiltearn Partners
United Kingdom
+$70.1M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$68.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$228M
2
Goldman Sachs
Goldman Sachs
New York
-$87.5M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$61.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$58.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
801
Winch Advisory Services
Wisconsin
$17K +$106 +1 +0.6%
LFA
802
Legacy Financial Advisors
Kentucky
$15K +$3.32K +29 +28%
PWAG
803
Polaris Wealth Advisory Group
California
$14K -$52.3K -493 -79%
TL
804
TrueWealth LLC
Georgia
$14K – – –
TFO
805
Tarbox Family Office
California
$14K – – –
AWM
806
Avior Wealth Management
Nebraska
$14K +$10.7K +96 +320%
M
807
MOTCO
Texas
$13K – – –
RFA
808
Reilly Financial Advisors
California
$13K – – –
MFBTD
809
MB Financial Bank - Trust Department
Illinois
$13K – – –
VIA
810
Vantage Investment Advisors
Pennsylvania
$13K – – –
SFM
811
Signet Financial Management
New Jersey
$13K – – –
GBBWRPM
812
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$13K – – –
DOA
813
D'Orazio & Associates
Virginia
$13K – – –
NPP
814
New Potomac Partners
Maryland
$13K – – –
VCM
815
Versant Capital Management
Arizona
$13K – – –
1IA
816
1834 Investment Advisors
Wisconsin
$13K – – –
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$13K +124 New
DWA
818
Divergent Wealth Advisors
Utah
$12K – – –
MWM
819
Mascoma Wealth Management
New Hampshire
$11K -$495K -4,635 -98%
ARMC
820
American Research & Management Company
Massachusetts
$11K – – –
BWM
821
Baystate Wealth Management
Massachusetts
$11K – – –
TC
822
Trust Company
Kansas
$11K – – –
PSC
823
Prentiss Smith & Co
Vermont
$11K – – –
OAJ
824
Ogorek Anthony Joseph
New York
$11K – – –
KPCM
825
Kings Point Capital Management
New York
$11K – – –
31 32
33
34 35