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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
SFM
176
Stack Financial Management
Montana
$7.03M -$206K -1,831 -3%
Walleye Trading
177
Walleye Trading
New York
$6.96M +$5.46M +48,553 +236%
CWM
178
CIBC World Markets
New York
$6.86M +$1.15M +10,186 +18%
OCA
179
Otter Creek Advisors
Florida
$6.85M -$1.08M -9,647 -12%
STCG
180
Speece Thorson Capital Group
Minnesota
$6.84M -$862K -7,665 -10%
KCM
181
Kingdon Capital Management
New York
$6.74M +$7.53M +66,950 New
CCMD
182
Cypress Capital Management (Delaware)
Delaware
$6.7M -$1.39M -12,402 -16%
WCMN
183
Westchester Capital Management (Nebraska)
Nebraska
$6.64M -$92.7K -824 -1%
ASRS
184
Arizona State Retirement System
Arizona
$6.47M -$1.64M -14,577 -18%
Bank of Nova Scotia
185
Bank of Nova Scotia
Ontario, Canada
$6.44M +$2.41M +21,419 +50%
Federated Hermes
186
Federated Hermes
Pennsylvania
$6.32M -$1.77M -15,766 -20%
AIMCA
187
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.31M +$811K +7,210 +13%
FPCM
188
Financial Partners Capital Management
New York
$6.28M +$703K +6,253 +11%
SIA
189
Sit Investment Associates
Minnesota
$6.23M +$3.09M +27,469 +80%
AQR Capital Management
190
AQR Capital Management
Connecticut
$6.19M +$5.63M +50,058 +439%
CB
191
Commerce Bank
Missouri
$6.1M -$5.17K -46 -0.1%
SOMRS
192
State of Michigan Retirement System
Michigan
$6.06M -$255K -2,266 -4%
MIM
193
MetLife Investment Management
New Jersey
$6.05M -$99.9K -888 -1%
PPCM
194
Pillar Pacific Capital Management
California
$6.02M -$2.92K -26 -0%
DA
195
DSC Advisors
Illinois
$5.99M +$1.67M +14,819 +33%
DJSG
196
D.J. St. Germain
Massachusetts
$5.97M +$118K +1,050 +2%
DCM
197
Dupont Capital Management
Delaware
$5.91M -$823K -7,316 -11%
Stifel Financial
198
Stifel Financial
Missouri
$5.9M +$1.53M +13,642 +30%
GC
199
Guggenheim Capital
Illinois
$5.81M -$695K -6,176 -10%
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$5.57M +$5.94M +52,783 +2,115%

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.