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
GD
126
Grandfield & Dodd
New York
$16.7M +$372K +3,126 +2%
DM
127
Deerfield Management
New York
$15.9M
Renaissance Technologies
128
Renaissance Technologies
New York
$15.8M -$58.3M -490,074 -80%
TCM
129
Tekla Capital Management
Massachusetts
$15.6M
Comerica Bank
130
Comerica Bank
Texas
$15.4M -$2.11M -17,725 -12%
WRF
131
Waddell & Reed Financial
Kansas
$15.1M -$1.84M -15,450 -12%
JFL
132
Jarislowsky, Fraser Ltd
Quebec, Canada
$14.9M -$682K -5,732 -4%
Axa
133
Axa
France
$14.8M +$265K +2,231 +2%
AG
134
Aperio Group
California
$14.7M +$65.8K +553 +0.5%
OCM
135
Olstein Capital Management
New York
$14M -$4.27M -35,937 -25%
OAM
136
Oppenheimer Asset Management
New York
$14M -$561K -4,719 -4%
BC
137
Blackhill Capital
New Jersey
$13.5M
EHC
138
Everett Harris & Co
California
$13.5M -$1.21M -10,156 -9%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$13.3M +$4.51M +37,970 +57%
Aberdeen Group
140
Aberdeen Group
United Kingdom
$13.3M +$578K +4,859 +5%
MAA
141
Matrix Asset Advisors
New York
$13.2M -$1.18M -9,913 -9%
RJA
142
Raymond James & Associates
Florida
$13.1M +$318K +2,671 +3%
Aviva
143
Aviva
United Kingdom
$13M -$366K -3,076 -3%
Fisher Asset Management
144
Fisher Asset Management
Washington
$12.5M -$953K -8,015 -8%
RIL
145
Rothschild Investment LLC
Illinois
$12.5M -$525K -4,419 -4%
Retirement Systems of Alabama
146
Retirement Systems of Alabama
Alabama
$12.3M -$189K -1,586 -2%
BG
147
Bellevue Group
Switzerland
$12.1M +$2.54M +21,324 +29%
JG
148
Jefferies Group
New York
$12.1M -$509K -4,284 -4%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$11.5M +$2.9M +24,406 +37%
NGM
150
North Growth Management
British Columbia, Canada
$11.4M

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.