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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
ADL
801
Asset Dedication LLC
California
$33K
CCM
802
Covington Capital Management
California
$33K
IP
803
Intellectus Partners
California
$32K
AssetMark Inc
804
AssetMark Inc
California
$31K -$21K -177 -42%
CLOS
805
Compagnie Lombard Odier SCmA
Switzerland
$30K
FEG
806
Financial Enhancement Group
Indiana
$29K
BWA
807
BDO Wealth Advisors
Florida
$29K +$24.5K +206 +1,084%
BBHC
808
Brown Brothers Harriman & Co
New York
$28K
GWA
809
Guidant Wealth Advisors
Illinois
$28K
TIM
810
Tortoise Investment Management
New York
$28K
BAM
811
Barrett Asset Management
New York
$26K
VCM
812
Vigilant Capital Management
Maine
$26K
TC
813
Trust Company
Kansas
$26K +$12.2K +103 +100%
TVWM
814
Tower View Wealth Management
Wisconsin
$25K
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$8.2K +69 +56%
CBT
816
Central Bank & Trust
Kentucky
$24K -$5.11K -43 -19%
CCM
817
Cribstone Capital Management
Maine
$23K -$2.5K -21 -11%
WA
818
WealthTrust-Arizona
Arizona
$23K
FDCDDQ
819
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.9K -$22.7K -191 -52%
FMTCOCP
820
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
HIIFS
821
Harel Insurance Investments & Financial Services
Israel
$22K
FWM
822
Focused Wealth Management
New York
$20K
PG
823
Patten Group
Tennessee
$20K
WTB
824
Washington Trust Bank
Washington
$20K
WAS
825
Winch Advisory Services
Wisconsin
$20K

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.