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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
Janus Henderson Group
201
Janus Henderson Group
United Kingdom
$5.56M -$190K -1,690 -3%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$5.55M +$361K +3,211 +6%
RPA
203
Rock Point Advisors
Vermont
$5.52M -$46.1K -410 -0.7%
SG Americas Securities
204
SG Americas Securities
New York
$5.49M -$730K -6,494 -11%
GIM
205
Goelzer Investment Management
Indiana
$5.39M -$106K -944 -2%
LM
206
Lincluden Management
Ontario, Canada
$5.35M -$3.8M -33,801 -39%
CC
207
Cannell & Co
New York
$5.31M -$13.2M -116,982 -69%
ACI
208
AMP Capital Investors
Australia
$5.31M +$82.9K +737 +1%
RC
209
RegentAtlantic Capital
New Jersey
$5.28M -$100K -890 -2%
PFM
210
Parsec Financial Management
North Carolina
$5.16M -$587K -5,218 -9%
APG Asset Management
211
APG Asset Management
Netherlands
$5.14M -$892K -7,931 -12%
FAF
212
Fjarde Ap-fonden
Sweden
$5.11M -$741K -6,592 -12%
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$5.02M +$5.6M +49,828 New
DWT
214
Dorsey & Whitney Trust
South Dakota
$4.98M -$104K -927 -2%
DCM
215
Diag Capital Management
New York
$4.95M +$5.52M +49,115 New
GIBU
216
Gulf International Bank (UK)
United Kingdom
$4.94M -$2.52M -22,407 -31%
SSA
217
Schonfeld Strategic Advisors
New York
$4.9M +$5.47M +48,622 New
Franklin Resources
218
Franklin Resources
California
$4.81M -$30.3K -269 -0.6%
EAM
219
Eagle Asset Management
Florida
$4.65M -$14.4M -128,378 -74%
FIM
220
Foresters Investment Management
New York
$4.64M -$1.03M -9,167 -17%
Jane Street
221
Jane Street
New York
$4.55M +$4.58M +40,752 +928%
BTW
222
Boston Trust Walden
Massachusetts
$4.49M +$734K +6,525 +17%
BRA
223
Biechele Royce Advisors
Indiana
$4.49M -$176K -1,566 -3%
NLGIA
224
Nippon Life Global Investors Americas
New York
$4.48M -$570K -5,068 -10%
Calamos Advisors
225
Calamos Advisors
Illinois
$4.47M +$748K +6,649 +18%

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.