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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
GIM
201
Goelzer Investment Management
Indiana
$6.95M -$211K -1,771 -3%
RC
202
RegentAtlantic Capital
New Jersey
$6.81M +$749K +6,297 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
203
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.78M -$282K -2,369 -4%
Teacher Retirement System of Texas
204
Teacher Retirement System of Texas
Texas
$6.66M -$61.1K -514 -1%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$6.62M -$50.2K -422 -0.8%
ACI
206
AMP Capital Investors
Australia
$6.62M -$593K -4,987 -9%
KC
207
Kepos Capital
New York
$6.55M +$763K +6,418 +14%
DWT
208
Dorsey & Whitney Trust
South Dakota
$6.43M -$47.1K -396 -0.8%
CS
209
Candriam SCA
Luxembourg
$6.41M -$8.35M -70,245 -58%
AC
210
AFAM Capital
Texas
$6.34M +$195K +1,640 +3%
NLGIA
211
Nippon Life Global Investors Americas
New York
$6.33M -$1.59M -13,390 -21%
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$6.2M +$4.27M +35,925 +283%
Franklin Resources
213
Franklin Resources
California
$6.13M -$2.03M -17,092 -26%
M&T Bank
214
M&T Bank
New York
$6.07M +$49.7K +418 +0.9%
TPSF
215
Texas Permanent School Fund
Texas
$6.01M -$481K -4,042 -8%
MSL
216
Mackay Shields LLC
New York
$5.9M +$1.42M +11,954 +35%
BRA
217
Biechele Royce Advisors
Indiana
$5.88M +$199K +1,677 +4%
HCM
218
Highbridge Capital Management
New York
$5.78M +$5.16M +43,413 +2,313%
Brown Advisory
219
Brown Advisory
Maryland
$5.78M +$476K +4,007 +10%
Stifel Financial
220
Stifel Financial
Missouri
$5.75M +$119K +1,003 +2%
DA
221
DSC Advisors
Illinois
$5.7M +$5.31M +44,693 New
BCIM
222
British Columbia Investment Management
British Columbia, Canada
$5.59M -$2.28M -19,135 -30%
SI
223
Stephens Inc
Arkansas
$5.53M -$600K -5,044 -10%
GG
224
Greenwood Gearhart
Arkansas
$5.47M -$222K -1,865 -4%
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$5.42M +$2.32M +19,523 +85%

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.