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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
ASA
926
Armstrong Shaw Associates
Connecticut
-$250K -1,957 Closed
BCAM
927
Boston Common Asset Management
Massachusetts
-$250K -1,957 Closed
MCM
928
Murphy Capital Management
New Jersey
-$245K -1,926 Closed
CIC
929
Cutler Investment Counsel
Oregon
-$244K -1,912 Closed
WCM
930
Weik Capital Management
Pennsylvania
-$243K -1,900 Closed
ITIM
931
Indiana Trust & Investment Management
Indiana
-$241K -1,890 Closed
ACM
932
Azimuth Capital Management
Michigan
-$237K -1,860 Closed
SCP
933
Seizert Capital Partners
Michigan
-$237K -1,859 Closed
RIM
934
Regent Investment Management
Kentucky
-$237K -1,854 Closed
SCA
935
Stonebridge Capital Advisors
Minnesota
-$233K -1,827 Closed
BA
936
BKS Advisors
Michigan
-$230K -1,805 Closed
GIA
937
Guyasuta Investment Advisors
Pennsylvania
-$226K -1,773 Closed
HAC
938
Harbor Advisory Corp
New Hampshire
-$225K -1,766 Closed
FNT
939
First National Trust
Pennsylvania
-$224K -1,761 Closed
TAM
940
Taurus Asset Management
New York
-$224K -1,753 Closed
CBN
941
Cadence Bank NA
Texas
-$220K -1,721 Closed
FMBTD
942
First Midwest Bank Trust Division
Illinois
-$219K -1,716 Closed
KP
943
Keel Point
Alabama
-$215K -1,684 Closed
HAG
944
HighPoint Advisor Group
Illinois
-$202K -1,677 Closed
OCM
945
One Capital Management
California
-$214K -1,676 Closed
NIA
946
Northstar Investment Advisors
Colorado
-$214K -1,674 Closed
BHWM
947
Bar Harbor Wealth Management
New Hampshire
-$213K -1,669 Closed
AWM
948
Aries Wealth Management
Maine
-$212K -1,658 Closed
DCM
949
Donaldson Capital Management
Indiana
-$205K -1,607 Closed
PP
950
Prudential plc
United Kingdom
-$205K -1,606 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.