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Zimmer Biomet

897 hedge funds and large institutions have $23.4B invested in Zimmer Biomet in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 300 increasing their positions, 306 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $159M | Put options by funds: $53.5M

48% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 71

23% more capital invested

Capital invested by funds: $19B → $23.4B (+$4.38B)

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

3% more funds holding

Funds holding: 872897 (+25)

0.4% less ownership

Funds ownership: 92.79%92.39% (-0.4%)

2% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 306

Holders
897
Holders Change
+25
Holders Change %
+2.87%
% of All Funds
19.41%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.41%
New
105
Increased
300
Reduced
306
Closed
71
Calls
$159M
Puts
$53.5M
Net Calls
+$106M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
851
TD Ameritrade Investment Management
Nebraska
$7K -$3.3K -29 -33%
MSA
852
Marino Stram & Associates
Massachusetts
$7K +$6.25K +55 New
AIL
853
AGF Investments LLC
Ontario, Canada
$6K
APSP
854
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K
BG
855
Bollard Group
Massachusetts
$6K
PWM
856
PRW Wealth Management
Massachusetts
$6K
CI
857
CX Institutional
Indiana
$6K +$5.34K +47 New
HGWM
858
Harvest Group Wealth Management
Massachusetts
$6K +$5.34K +47 New
LWM
859
Lenox Wealth Management
Ohio
$6K +$5.91K +52 New
AA
860
Advisory Alpha
Michigan
$5.85K +$5.57K +49 New
MNBTD
861
Moody National Bank Trust Division
Texas
$5K -$14.1K -124 -75%
CHP
862
Cable Hill Partners
Oregon
$5K
FFC
863
First Financial Corp
Indiana
$5K
KL
864
KWMG LLC
Kansas
$5K
LFG
865
Larson Financial Group
Missouri
$5K
PG
866
Proffitt & Goodson
Tennessee
$5K
PCA
867
Providence Capital Advisors
North Carolina
$5K
SFSIG
868
San Francisco Sentry Investment Group
California
$5K
WCG
869
Weaver Consulting Group
California
$5K +$4.66K +41 New
PWMG
870
Prestige Wealth Management Group
New Jersey
$4K -$15.1K -133 -79%
SIA
871
SeaBridge Investment Advisors
New Jersey
$4K
WWM
872
Willingdon Wealth Management
North Carolina
$4K
WEC
873
Winslow Evans & Crocker
Massachusetts
$4K
TA
874
TCG Advisors
Texas
$4K +$4.09K +36 New
GT
875
Glenmede Trust
Pennsylvania
$3.7K -$2.29M -20,151 -40%

ZBH Hedge Fund Activity: Q1 2019 in Review

897 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2019, worth a combined $23.4B — up 23% from $19B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new ZBH positions and 71 closed out — a net gain of 34 holders — while 300 added to existing stakes and 306 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $213M. The largest seller was Longview Partners, cutting an estimated $486M.

  • 897 institutional investors held Zimmer Biomet (ZBH) as of Q1 2019, up from 872 in Q4 2018.
  • Funds reported $23.4B of Zimmer Biomet stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new Zimmer Biomet positions in Q1 2019 and 71 closed out, a net change of +34 holders.
  • The largest Zimmer Biomet buyer in Q1 2019 was Millennium Management, an estimated $213M added.
  • The largest Zimmer Biomet seller in Q1 2019 was Longview Partners, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2019.