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Zimmer Biomet

896 hedge funds and large institutions have $25B invested in Zimmer Biomet in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 349 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $57.7M

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $21.5B → $25B (+$3.5B)

1% more funds holding

Funds holding: 883896 (+13)

0.59% less ownership

Funds ownership: 91.9%91.31% (-0.59%)

19% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 349

Holders
896
Holders Change
+13
Holders Change %
+1.47%
% of All Funds
19.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.5%
New
80
Increased
282
Reduced
349
Closed
63
Calls
$79.1M
Puts
$57.7M
Net Calls
+$21.4M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Korea Investment Corp
226
Korea Investment Corp
South Korea
$6.05M +$3.65M +28,222 +164%
XK
227
Xact Kapitalforvaltning
Sweden
$5.99M +$512K +3,962 +10%
MOACM
228
Mutual of America Capital Management
New York
$5.68M +$396K +3,065 +8%
RC
229
RegentAtlantic Capital
New Jersey
$5.61M -$733K -5,676 -12%
MCM
230
Monarch Capital Management
Indiana
$5.54M -$5.3K -41 -0.1%
LG
231
LaFleur & Godfrey
Michigan
$5.45M +$124K +963 +2%
Public Sector Pension Investment Board (PSP Investments)
232
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.44M +$1.71M +13,255 +48%
URS
233
Utah Retirement Systems
Utah
$5.35M +$26.6K +206 +0.5%
GIM
234
Goelzer Investment Management
Indiana
$5.29M -$75.7K -586 -1%
TPSF
235
Texas Permanent School Fund
Texas
$5.25M -$166K -1,288 -3%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$5.24M -$33.1K -256 -0.6%
JC
237
Jacobs & Co
California
$5.15M -$27.9K -216 -0.6%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$5.08M -$10.5K -81 -0.2%
MAM
239
Meeder Asset Management
Ohio
$5.07M +$2.8M +21,693 +133%
SGCIA
240
Smith Graham & Co Investment Advisors
Texas
$5.04M +$10.7K +83 +0.2%
Nomura Asset Management
241
Nomura Asset Management
Japan
$5.04M +$224K +1,736 +5%
FTC
242
Farmers Trust Company
Ohio
$5M +$819K +6,337 +20%
RSVP
243
Ramsay Stattman Vela & Price
Colorado
$4.96M +$14.6K +113 +0.3%
SDIC
244
South Dakota Investment Council
South Dakota
$4.95M +$702K +5,433 +17%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$4.9M +$189K +1,461 +4%
KIA
246
KCM Investment Advisors
California
$4.87M -$27.9K -216 -0.6%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.67M -$253K -1,957 -5%
M&T Bank
248
M&T Bank
New York
$4.64M -$39.7K -307 -0.9%
ECM
249
Exchange Capital Management
Michigan
$4.54M +$12.7K +98 +0.3%
BL
250
BCWM LLC
Kansas
$4.47M -$19.9K -154 -0.5%

ZBH Hedge Fund Activity: Q3 2019 in Review

896 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2019, worth a combined $25B — up 16% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ZBH positions and 63 closed out — a net gain of 17 holders — while 282 added to existing stakes and 349 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $155M. The largest seller was Jana Partners, cutting an estimated $143M.

  • 896 institutional investors held Zimmer Biomet (ZBH) as of Q3 2019, up from 883 in Q2 2019.
  • Funds reported $25B of Zimmer Biomet stock for Q3 2019, up 16% quarter-over-quarter.
  • 80 funds opened new Zimmer Biomet positions in Q3 2019 and 63 closed out, a net change of +17 holders.
  • The largest Zimmer Biomet buyer in Q3 2019 was Amundi Asset Management US, an estimated $155M added.
  • The largest Zimmer Biomet seller in Q3 2019 was Jana Partners, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2019.