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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
PCP
876
Proficio Capital Partners
Massachusetts
$4K -$951 -8 -21%
SIA
877
SeaBridge Investment Advisors
New Jersey
$4K
WWM
878
Willingdon Wealth Management
North Carolina
$4K
WEC
879
Winslow Evans & Crocker
Massachusetts
$4K
TC
880
Truvestments Capital
Florida
$4K +$3.33K +28 New
TDC
881
Thompson Davis & Co
Virginia
$3K
NFG
882
Next Financial Group
Texas
$3K +$2.5K +21 New
POIA
883
Pin Oak Investment Advisors
Texas
$2K
RWML
884
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.58K
AC
885
Avestar Capital
New York
$1K -$9.15K -77 -73%
NIM
886
NuWave Investment Management
New Jersey
$1K -$238 -2 -17%
JWA
887
JFS Wealth Advisors
Pennsylvania
$1K
MA
888
MCF Advisors
Kentucky
$1K
WAP
889
Wealthcare Advisory Partners
Pennsylvania
$1K
Fidelity International
890
Fidelity International
Bermuda
$1K +$476 +4 New
PC
891
PointState Capital
New York
-$45.9M -423,842 Closed
AC
892
Ascend Capital
California
-$28.1M -259,676 Closed
CI Investments Inc
893
CI Investments Inc
Ontario, Canada
-$12.6M -116,905 Closed
BFS
894
Baskin Financial Services
Ontario, Canada
-$11.1M -102,408 Closed
Capital Fund Management (CFM)
895
Capital Fund Management (CFM)
France
-$10.7M -90,356 Closed
GAM
896
Gotham Asset Management
New York
-$8.59M -79,383 Closed
CWG
897
C WorldWide Group
Denmark
-$4.55M -42,055 Closed
TIM
898
Thompson Investment Management
Wisconsin
-$4.39M -40,618 Closed
LOAMU
899
Lombard Odier Asset Management (USA)
New York
-$3.34M -30,900 Closed
NWM
900
Nicola Wealth Management
British Columbia, Canada
-$2.56M -23,690 Closed

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.