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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
AAM
151
Auxier Asset Management
Oregon
$11.4M -$22.1K -186 -0.2%
AAMU
152
Amundi Asset Management US
Massachusetts
$11.3M +$1.26M +10,616 +14%
LM
153
Lincluden Management
Ontario, Canada
$11.1M -$676K -5,686 -6%
Royal London Asset Management
154
Royal London Asset Management
United Kingdom
$11M -$195K -1,636 -2%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$10.7M +$1.34M +11,231 +15%
PCMF
156
Private Capital Management (Florida)
Florida
$10.7M -$131K -1,102 -1%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.7M -$10.3K -87 -0.1%
SII
158
Silchester International Investors
United Kingdom
$10.3M +$5.41M +45,522 +131%
KMC
159
Kirr Marbach & Co
Indiana
$10.1M -$53.3K -448 -0.6%
WT
160
Washington Trust
Rhode Island
$10.1M -$615K -5,174 -6%
CCMD
161
Cypress Capital Management (Delaware)
Delaware
$10.1M +$2.5K +21 +0%
ASRS
162
Arizona State Retirement System
Arizona
$10.1M +$51.1K +430 +0.5%
Federated Hermes
163
Federated Hermes
Pennsylvania
$10M +$200K +1,685 +2%
WPC
164
Waters Parkerson & Co
Louisiana
$10M +$2.7M +22,737 +41%
OCA
165
Otter Creek Advisors
Florida
$9.92M -$1.09M -9,148 -11%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$9.77M +$138K +1,161 +2%
STCG
167
Speece Thorson Capital Group
Minnesota
$9.65M -$1.01M -8,493 -10%
AIG
168
American International Group
New York
$9.47M +$540K +4,542 +7%
Nomura Holdings
169
Nomura Holdings
Japan
$9.44M -$1.08M -9,054 -11%
CCM
170
Cohen Capital Management
California
$9.39M -$196K -1,648 -2%
DekaBank Deutsche Girozentrale
171
DekaBank Deutsche Girozentrale
Germany
$9.36M -$1.61M -13,546 -15%
SFM
172
Stack Financial Management
Montana
$9.15M +$44K +370 +0.5%
GIBU
173
Gulf International Bank (UK)
United Kingdom
$9.13M +$490K +4,120 +6%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$8.8M -$1.36M -11,473 -14%
WCMN
175
Westchester Capital Management (Nebraska)
Nebraska
$8.52M +$23.3K +196 +0.3%

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.