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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
DA
126
Duality Advisers
Florida
$11.6M +$13M +115,432 New
RJA
127
Raymond James & Associates
Florida
$11.3M +$1.07M +9,525 +9%
Citigroup
128
Citigroup
New York
$11.1M +$8.13M +72,315 +189%
Axa
129
Axa
France
$11.1M -$615K -5,471 -5%
OCM
130
Olstein Capital Management
New York
$11.1M +$40.6K +361 +0.3%
Squarepoint
131
Squarepoint
New York
$10.8M +$10.8M +95,784 +809%
PM
132
Prosight Management
Texas
$10.7M +$4.57M +40,633 +62%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$10.7M +$176K +1,561 +1%
BC
134
Blackhill Capital
New Jersey
$10.6M -$23.2K -206 -0.2%
OAM
135
Oppenheimer Asset Management
New York
$10.3M -$779K -6,924 -6%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$10.3M +$44.3K +394 +0.4%
MAA
137
Matrix Asset Advisors
New York
$10.3M -$130K -1,160 -1%
ZIG
138
Zurich Insurance Group
Switzerland
$10.1M +$3.91M +34,735 +53%
CS
139
Candriam SCA
Luxembourg
$10M +$5.52M +49,097 +98%
CRM
140
Cramer Rosenthal McGlynn
Connecticut
$9.98M -$29.5M -262,447 -73%
Fisher Asset Management
141
Fisher Asset Management
Washington
$9.88M -$18.3K -163 -0.2%
AG
142
Aperio Group
California
$9.83M -$1.94M -17,220 -15%
CC
143
Carlson Capital
Texas
$9.78M +$6.32M +56,238 +138%
Retirement Systems of Alabama
144
Retirement Systems of Alabama
Alabama
$9.73M
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$9.67M +$6.92M +61,491 +178%
BG
146
Bellevue Group
Switzerland
$9.55M
CIC
147
Crawford Investment Counsel
Georgia
$9.46M +$6.82M +60,637 +182%
RIL
148
Rothschild Investment LLC
Illinois
$9.32M -$561K -4,990 -5%
Harris Associates
149
Harris Associates
Illinois
$9.32M -$13.7M -122,266 -57%
EHC
150
Everett Harris & Co
California
$9.31M -$1.47M -13,062 -12%

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.