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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$23.4M -$737K -6,556 -3%
WBC
102
Westpac Banking Corp
Australia
$22.7M +$534K +4,749 +2%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$22.4M -$4.25M -37,811 -15%
FMI
104
Factory Mutual Insurance
Massachusetts
$21.5M +$24M +213,210 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$20.5M -$2.44M -21,688 -10%
Point72 Asset Management
106
Point72 Asset Management
Connecticut
$19.5M -$48.4M -429,954 -69%
PAM
107
Panagora Asset Management
Massachusetts
$19.2M -$47.1K -419 -0.2%
EVM
108
Eaton Vance Management
Massachusetts
$19M +$55.3K +492 +0.3%
GF
109
Gabelli Funds
New York
$18.1M -$2.2M -19,570 -10%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$18M -$12M -106,743 -37%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$17.9M +$84.7K +753 +0.4%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$16M -$149K -1,325 -0.8%
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$16M +$14.6M +129,986 +446%
QAM
114
QCI Asset Management
New York
$14.7M +$74.4K +662 +0.5%
US Bancorp
115
US Bancorp
Minnesota
$14M -$1.02M -9,040 -6%
Comerica Bank
116
Comerica Bank
Texas
$13.7M +$583K +5,184 +4%
JFL
117
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.3M -$432K -3,837 -3%
HIMC
118
Heritage Investors Management Corp
Maryland
$13.2M -$221K -1,962 -1%
GD
119
Grandfield & Dodd
New York
$13.1M -$108K -958 -0.7%
ECM
120
Endurant Capital Management
California
$12.9M +$9.77M +86,871 +213%
Canada Life
121
Canada Life
Manitoba, Canada
$12.7M +$71.6K +637 +0.5%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$12.6M -$1.22M -10,811 -8%
N
123
Nuveen
North Carolina
$12.5M -$12.3M -109,717 -47%
KBC Group
124
KBC Group
Belgium
$12.2M +$10.2M +90,919 +297%
RSCM
125
Rock Springs Capital Management
Maryland
$12.2M -$12.5M -110,725 -48%

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.