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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
WEC
851
Winslow Evans & Crocker
Massachusetts
$4K
APC
852
Aspire Private Capital
North Carolina
$4K +$4.05K +36 New
LFG
853
Larson Financial Group
Missouri
$4K +$4.84K +43 New
PG
854
Proffitt & Goodson
Tennessee
$4K +$4.95K +44 New
PWM
855
PRW Wealth Management
Massachusetts
$4K +$5.06K +45 New
SIA
856
SeaBridge Investment Advisors
New Jersey
$3K
CFA
857
Clarfeld Financial Advisors
New York
$3K +$2.92K +26 New
AC
858
Avestar Capital
New York
$2K -$225 -2 -7%
GI
859
Gradient Investments
Minnesota
$2K +$2.14K +19 New
CTB
860
Country Trust Bank
Illinois
$2K +$2.36K +21 New
HI
861
Human Investing
Oregon
$2K +$2.47K +22 New
RWML
862
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.25K
UB
863
UMB Bank
Missouri
$1.08K -$27.2K -242 -2%
JWA
864
JFS Wealth Advisors
Pennsylvania
$1K
MA
865
MCF Advisors
Kentucky
$1K
POIA
866
Pin Oak Investment Advisors
Texas
$1K
BHWM
867
Bay Harbor Wealth Management
Maryland
$1K +$562 +5 New
EWM
868
Executive Wealth Management
Michigan
$1K +$562 +5 New
GWMIA
869
Global Wealth Management Investment Advisory
Florida
$1K +$1.13K +10 New
LWANC
870
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$1.13K +10 New
Millennium Management
871
Millennium Management
New York
-$151M -1,345,237 Closed
BM
872
Bridger Management
New York
-$92.7M -726,297 Closed
CHP
873
Castle Hook Partners
New York
-$28.9M -226,681 Closed
DM
874
Deerfield Management
New York
-$15.9M -124,630 Closed
Renaissance Technologies
875
Renaissance Technologies
New York
-$15.8M -123,806 Closed

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.