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Zimmer Biomet

884 hedge funds and large institutions have $18.7B invested in Zimmer Biomet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 327 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 91.46%91.96% (+0.5%)

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 327

7% less call options, than puts

Call options by funds: $43.9M | Put options by funds: $47M

11% less funds holding

Funds holding: 990884 (-106)

32% less capital invested

Capital invested by funds: $27.3B → $18.7B (-$8.66B)

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

57% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 163

Holders
884
Holders Change
-106
Holders Change %
-10.71%
% of All Funds
19.48%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.33%
New
70
Increased
311
Reduced
327
Closed
163
Calls
$43.9M
Puts
$47M
Net Calls
-$3.08M
Net Calls Change
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Cohen Capital Management
California
$4.74M
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.71M -$7.95M -60,656 -56%
WB
228
WesBanco Bank
West Virginia
$4.66M +$2.05M +15,641 +49%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$4.66M -$8.78K -67 -0.1%
Calamos Advisors
230
Calamos Advisors
Illinois
$4.62M -$497K -3,788 -7%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$4.61M -$696K -5,313 -10%
MCM
232
Monarch Capital Management
Indiana
$4.6M +$674K +5,140 +12%
PI
233
PineBridge Investments
New York
$4.55M +$6.08M +46,397 New
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
$4.49M -$303K -2,314 -5%
AAF
235
Andra AP-fonden
Sweden
$4.37M +$243K +1,854 +4%
GIM
236
Goelzer Investment Management
Indiana
$4.35M +$2.01M +15,364 +53%
XK
237
Xact Kapitalforvaltning
Sweden
$4.31M -$332K -2,531 -5%
MAM
238
Meeder Asset Management
Ohio
$4.28M +$475K +3,621 +9%
GT
239
Glenmede Trust
Pennsylvania
$4.27M
MOACM
240
Mutual of America Capital Management
New York
$4.21M +$32.5K +248 +0.6%
Baird Financial Group
241
Baird Financial Group
Wisconsin
$4.2M +$1.8M +13,731 +47%
GC
242
Guggenheim Capital
Illinois
$4.13M -$2.71M -20,693 -33%
BL
243
BCWM LLC
Kansas
$4.12M +$1.06M +8,083 +24%
NIPH
244
NN Investment Partners Holdings
Netherlands
$4.1M +$728K +5,551 +15%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$4.09M -$64.1K -489 -1%
Citadel Advisors
246
Citadel Advisors
Florida
$4M -$26.9M -205,559 -83%
DekaBank Deutsche Girozentrale
247
DekaBank Deutsche Girozentrale
Germany
$3.96M +$1M +7,648 +22%
CCI
248
Columbus Circle Investors
$3.95M -$922K -7,032 -15%
URS
249
Utah Retirement Systems
Utah
$3.95M
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$3.94M +$266K +2,026 +5%

ZBH Hedge Fund Activity: Q1 2020 in Review

884 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2020, worth a combined $18.7B — down 32% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZBH and 70 opened new positions — a net loss of 93 holders — while 327 trimmed existing stakes and 311 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.06B. The largest seller was Jennison Associates, cutting an estimated $138M.

  • 884 institutional investors held Zimmer Biomet (ZBH) as of Q1 2020, down from 990 in Q4 2019.
  • Funds reported $18.7B of Zimmer Biomet stock for Q1 2020, down 32% quarter-over-quarter.
  • 70 funds opened new Zimmer Biomet positions in Q1 2020 and 163 closed out, a net change of -93 holders.
  • The largest Zimmer Biomet buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.06B added.
  • The largest Zimmer Biomet seller in Q1 2020 was Jennison Associates, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2020.