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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
WAP
801
Wealthcare Advisory Partners
Pennsylvania
$16K +$17K +151 +3,020%
DOA
802
D'Orazio & Associates
Virginia
$14K
KPW
803
Kore Private Wealth
New York
$14K +$15.1K +134 New
WANY
804
Wealthspire Advisors (New York)
New York
$14K +$15.7K +140 New
RFA
805
Reilly Financial Advisors
California
$13K
TL
806
TrueWealth LLC
Georgia
$13K
AAMU
807
Amundi Asset Management US
Massachusetts
$12.1K +$3.54M +31,447 +36%
1IA
808
1834 Investment Advisors
Wisconsin
$12K
AWM
809
Avior Wealth Management
Nebraska
$12K
CA
810
Crewe Advisors
Utah
$12K
MFBTD
811
MB Financial Bank - Trust Department
Illinois
$12K
M
812
MOTCO
Texas
$12K
NPP
813
New Potomac Partners
Maryland
$12K
AF
814
Allworth Financial
California
$12K +$6.07K +54 +78%
LPWM
815
Lake Point Wealth Management
Texas
$12K +$13.9K +124 New
TFO
816
Tarbox Family Office
California
$11K -$1.91K -17 -13%
BWM
817
Baystate Wealth Management
Massachusetts
$11K
CIA
818
CSat Investment Advisory
Michigan
$11K +$4.39K +39 +57%
PCP
819
Proficio Capital Partners
Massachusetts
$11K +$8.88K +79 +255%
PG
820
Patten Group
Tennessee
$10K -$6.41K -57 -36%
ARMC
821
American Research & Management Company
Massachusetts
$10K
KPCM
822
Kings Point Capital Management
New York
$10K
MWM
823
Mascoma Wealth Management
New Hampshire
$10K
AIA
824
Alera Investment Advisors
Illinois
$10K +$10.9K +97 New
TAIM
825
TD Ameritrade Investment Management
Nebraska
$9K -$450 -4 -4%

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.