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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
FNBT
951
FineMark National Bank & Trust
Florida
-$202K -1,585 Closed
AA
952
Ancora Advisors
Ohio
-$188K -1,470 Closed
Twin Tree Management
953
Twin Tree Management
Texas
-$159K -1,244 Closed
MWPCG
954
Measured Wealth Private Client Group
New Hampshire
-$123K -958 Closed
GP
955
Girard Partners
Pennsylvania
-$114K -898 Closed
PWAG
956
Polaris Wealth Advisory Group
California
-$80K -625 Closed
WG
957
Welch Group
Alabama
-$78.9K -618 Closed
EA
958
Elm Advisors
California
-$76K -597 Closed
IGGA
959
Iron Gate Global Advisors
Utah
-$65K -593 Closed
SIC
960
Salem Investment Counselors
North Carolina
-$70K -549 Closed
ICM
961
IMS Capital Management
Oregon
-$69K -540 Closed
SCM
962
Southport Capital Management
Tennessee
-$58K -451 Closed
MYIA
963
Mount Yale Investment Advisors
Colorado
-$44K -381 Closed
TPWA
964
TRUE Private Wealth Advisors
Oregon
-$40.7K -318 Closed
APP
965
Avantax Planning Partners
Iowa
-$38K -297 Closed
RMAM
966
Raab & Moskowitz Asset Management
New Jersey
-$35K -275 Closed
IP
967
Intellectus Partners
California
-$32K -249 Closed
RMC
968
Resources Management Corp
Connecticut
-$16K -134 Closed
SFM
969
Signet Financial Management
New Jersey
-$16K -124 Closed
DWA
970
Divergent Wealth Advisors
Utah
-$14K -110 Closed
PSC
971
Prentiss Smith & Co
Vermont
-$13K -104 Closed
CPIG
972
Chicago Partners Investment Group
Illinois
-$12K -103 Closed
CAG
973
Csenge Advisory Group
Florida
-$10K -99 Closed
CC
974
Claybrook Capital
Massachusetts
-$5K -41 Closed
H
975
Hexavest
Quebec, Canada
-$4K -29 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.