We are live on ! Find out more
ZBH icon

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
BlackRock
1
BlackRock
New York
$2.08B +$59.5M +500,043 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.91B +$28M +235,761 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.83B -$71.9M -604,634 -4%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.52B +$127M +1,064,728 +10%
State Street
5
State Street
Massachusetts
$1.06B +$54.7M +460,456 +6%
LP
6
Longview Partners
Guernsey
$864M -$144M -1,215,112 -15%
Invesco
7
Invesco
Georgia
$648M -$40.1M -337,184 -6%
American Century Companies
8
American Century Companies
Missouri
$580M -$53.9M -453,079 -9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$554M +$82.1M +690,119 +19%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$542M -$27.3M -229,201 -5%
Northern Trust
11
Northern Trust
Illinois
$464M -$3.01M -25,347 -0.7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$380M +$62.3M +523,715 +21%
TCIM
13
TIAA CREF Investment Management
New York
$354M +$29.2M +245,328 +10%
O
14
OppenheimerFunds
New York
$326M +$64.3M +540,651 +27%
JP
15
Jana Partners
New York
$321M -$50M -420,707 -14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$320M +$3.87M +32,508 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$320M +$8.65M +72,759 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$312M -$13.3M -111,734 -4%
HM
19
HealthCor Management
New York
$279M +$24.5M +206,000 +10%
Wells Fargo
20
Wells Fargo
California
$274M -$11.6M -97,144 -4%
CVA
21
Ceredex Value Advisors
Florida
$246M -$2.66M -22,400 -1%
Norges Bank
22
Norges Bank
Norway
$238M +$11.9M +100,464 +6%
Primecap Management
23
Primecap Management
California
$225M +$52.5M +441,160 +33%
Goldman Sachs
24
Goldman Sachs
New York
$200M -$7.96M -66,924 -4%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$194M -$4.25M -35,736 -2%

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.