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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
QCG
826
Quadrant Capital Group
Ohio
$19K -$15.2K -128 -42%
DOA
827
D'Orazio & Associates
Virginia
$18K +$2.97K +25 +22%
TFO
828
Tarbox Family Office
California
$17K
CA
829
Crewe Advisors
Utah
$16K -$14.6K -123 -50%
1IA
830
1834 Investment Advisors
Wisconsin
$16K
AWM
831
Avior Wealth Management
Nebraska
$16K
CAM
832
CenterStar Asset Management
Illinois
$16K
LFA
833
Legacy Financial Advisors
Kentucky
$16K
MFBTD
834
MB Financial Bank - Trust Department
Illinois
$16K
NPP
835
New Potomac Partners
Maryland
$16K
RFA
836
Reilly Financial Advisors
California
$16K
SFM
837
Signet Financial Management
New Jersey
$16K
TL
838
TrueWealth LLC
Georgia
$16K
VIA
839
Vantage Investment Advisors
Pennsylvania
$16K
ME
840
McIlrath & Eck
Washington
$16K +$9.87K +83 +202%
RMC
841
Resources Management Corp
Connecticut
$16K +$15.9K +134 New
M
842
MOTCO
Texas
$15K
DWA
843
Divergent Wealth Advisors
Utah
$14K
ARMC
844
American Research & Management Company
Massachusetts
$13K
KPCM
845
Kings Point Capital Management
New York
$13K
MWM
846
Mascoma Wealth Management
New Hampshire
$13K
PSC
847
Prentiss Smith & Co
Vermont
$13K
BWM
848
Baystate Wealth Management
Massachusetts
$12K
EARNEST Partners
849
EARNEST Partners
Georgia
$12K
TAIM
850
TD Ameritrade Investment Management
Nebraska
$12K +$6.3K +53 +136%

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.