We are live on ! Find out more
ZBH icon

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
Man Group
76
Man Group
United Kingdom
$43.3M +$9.46M +79,521 +31%
VanEck Associates
77
VanEck Associates
New York
$42.9M +$1.19M +10,035 +3%
USAA
78
United Services Automobile Association
Texas
$42.5M +$2.88M +24,249 +8%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$41.6M
EDRH
80
Edmond de Rothschild Holding
Switzerland
$40.9M -$2.45M -20,600 -6%
Principal Financial Group
81
Principal Financial Group
Iowa
$40.7M +$933K +7,850 +3%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$39.4M -$269K -2,266 -0.7%
BHIA
83
Birch Hill Investment Advisors
Massachusetts
$39.1M -$537K -4,520 -1%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$38.3M +$29.7M +249,883 +497%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$37.2M -$175K -1,476 -0.5%
BNP Paribas Asset Management
86
BNP Paribas Asset Management
France
$37.1M -$12.9M -108,539 -27%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$36.4M -$2.15M -18,055 -6%
SO
88
STRS Ohio
Ohio
$36.4M -$6.19M -52,071 -15%
SEI Investments
89
SEI Investments
Pennsylvania
$36M +$5.9M +49,607 +21%
CS
90
Credit Suisse
Switzerland
$35.4M +$2.46M +20,661 +8%
Lord, Abbett & Co
91
Lord, Abbett & Co
New Jersey
$35M -$318K -2,678 -1%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$34.5M +$25.2M +212,096 +364%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$33.6M +$23.4M +196,497 +294%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$33.2M -$483K -4,063 -2%
UBS Group
95
UBS Group
Switzerland
$33.2M +$2.09M +17,582 +7%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$31.8M +$1.77M +14,913 +6%
Prudential Financial
97
Prudential Financial
New Jersey
$31.5M -$5.63M -47,336 -16%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$31.4M -$2.14M -18,012 -7%
TC
99
Tavio Capital
New York
$31.4M +$29.2M +245,846 New
HSBC Holdings
100
HSBC Holdings
United Kingdom
$30.5M +$2.98M +25,082 +12%

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.