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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
Macquarie Group
101
Macquarie Group
Australia
$29.9M +$79.5K +669 +0.3%
N
102
Nuveen
North Carolina
$29.8M +$4.22M +35,500 +18%
RSCM
103
Rock Springs Capital Management
Maryland
$29.6M +$7.84M +65,920 +40%
National Pension Service
104
National Pension Service
South Korea
$29.5M +$129K +1,082 +0.5%
CHP
105
Castle Hook Partners
New York
$28.9M +$27M +226,681 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$28.7M +$3.5M +29,449 +15%
WBC
107
Westpac Banking Corp
Australia
$28.2M -$640K -5,386 -2%
Citadel Advisors
108
Citadel Advisors
Florida
$28M +$26.1M +219,728 New
Harris Associates
109
Harris Associates
Illinois
$27.4M -$1.49M -12,507 -6%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27M -$47.9M -402,659 -66%
First Trust Advisors
111
First Trust Advisors
Illinois
$26.2M -$942K -7,923 -4%
MAM
112
Martingale Asset Management
Massachusetts
$26.1M -$86.1K -724 -0.4%
GF
113
Gabelli Funds
New York
$25.5M -$465K -3,914 -2%
PAM
114
Panagora Asset Management
Massachusetts
$24.3M +$401K +3,376 +2%
EVM
115
Eaton Vance Management
Massachusetts
$24M -$70.7K -595 -0.3%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$22.6M -$484K -4,070 -2%
EAM
117
Eagle Asset Management
Florida
$22.3M -$1.32M -11,077 -6%
CC
118
Cannell & Co
New York
$21.7M -$33.1M -278,038 -62%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$20.5M -$31.3M -263,159 -62%
US Bancorp
120
US Bancorp
Minnesota
$18.8M -$184K -1,546 -1%
QAM
121
QCI Asset Management
New York
$18.5M +$139K +1,168 +0.8%
JCM
122
Janney Capital Management
Pennsylvania
$17.6M -$741K -6,234 -4%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$17.4M +$192K +1,618 +1%
HIMC
124
Heritage Investors Management Corp
Maryland
$16.9M +$321K +2,699 +2%
Canada Life
125
Canada Life
Manitoba, Canada
$16.8M -$2.42M -20,347 -13%

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.