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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
TCM
151
Tekla Capital Management
Massachusetts
$9.25M -$3.43M -30,531 -25%
WPC
152
Waters Parkerson & Co
Louisiana
$9.14M +$1.39M +12,381 +16%
VAM
153
Velanne Asset Management
United Kingdom
$9.14M +$10.2M +90,768 New
UONDDL
154
University of Notre Dame du Lac
Indiana
$9.03M +$7.45M +66,243 +283%
NGM
155
North Growth Management
British Columbia, Canada
$8.97M
AAM
156
Auxier Asset Management
Oregon
$8.96M -$4.05K -36 -0%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$8.85M +$323K +2,873 +3%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$8.75M -$381K -3,385 -4%
JCM
159
Janney Capital Management
Pennsylvania
$8.66M -$5.84M -51,905 -38%
Alyeska Investment Group
160
Alyeska Investment Group
Illinois
$8.61M +$9.61M +85,457 New
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$8.41M -$48.7K -433 -0.5%
SCM
162
Stevens Capital Management
Pennsylvania
$8.27M +$9.24M +82,150 New
KMC
163
Kirr Marbach & Co
Indiana
$8.12M +$146K +1,296 +2%
BCIM
164
British Columbia Investment Management
British Columbia, Canada
$7.93M +$3.94M +35,014 +80%
Aviva
165
Aviva
United Kingdom
$7.91M -$2.64M -23,519 -23%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.73M -$751K -6,679 -8%
PCMF
167
Private Capital Management (Florida)
Florida
$7.73M -$771K -6,855 -8%
WT
168
Washington Trust
Rhode Island
$7.6M -$400K -3,557 -5%
TD Asset Management
169
TD Asset Management
Ontario, Canada
$7.51M +$1.7M +15,145 +25%
MSL
170
Mackay Shields LLC
New York
$7.46M +$3.13M +27,868 +60%
CCM
171
Cohen Capital Management
California
$7.39M -$25.5K -227 -0.3%
DekaBank Deutsche Girozentrale
172
DekaBank Deutsche Girozentrale
Germany
$7.35M -$409K -3,634 -5%
AIG
173
American International Group
New York
$7.32M -$172K -1,532 -2%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$7.16M +$2.13M +18,984 +36%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$7.05M -$731K -6,500 -8%

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.