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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
GFP
926
Gryphon Financial Partners
Ohio
-$40K -371 Closed
IP
927
Isthmus Partners
Wisconsin
-$34K -317 Closed
AWA
928
Acorn Wealth Advisors
Michigan
-$34K -316 Closed
OIA
929
OneDigital Investment Advisors
Kansas
-$29K -273 Closed
AP
930
Arlington Partners
Alabama
-$28K -258 Closed
AA
931
AlphaMark Advisors
Kentucky
-$20K -185 Closed
VEA
932
Virtus ETF Advisers
New York
-$17K -160 Closed
GBBWRPM
933
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$13K -118 Closed
OAJ
934
Ogorek Anthony Joseph
New York
-$11K -103 Closed
WF
935
WealthTrust Fairport
Ohio
-$7K -67 Closed
PW
936
Price Wealth
Texas
-$6K -54 Closed
CWA
937
Clarus Wealth Advisors
Arizona
-$5K -52 Closed
JAM
938
Jolley Asset Management
North Carolina
-$4K -41 Closed
RFM
939
Royal Fund Management
Florida
-$4K -37 Closed
CA
940
Centerpoint Advisors
Massachusetts
-$3K -28 Closed
CFC
941
Coyle Financial Counsel
Illinois
-$3K -26 Closed
AAP
942
Arax Advisory Partners
Colorado
-$1K -11 Closed
CFD
943
Creative Financial Designs
Indiana
+$119 +1 New
CIR
944
Clear Investment Research
Georgia
+$357 +3 New

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.