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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
BCA
251
Bernzott Capital Advisors
California
$4.29M -$53.2K -412 -1%
WB
252
WesBanco Bank
West Virginia
$4.27M -$212K -1,644 -5%
AAF
253
Andra AP-fonden
Sweden
$4.27M +$865K +6,695 +26%
LM
254
Lincluden Management
Ontario, Canada
$4.26M -$1.2M -9,316 -23%
MLICM
255
Metropolitan Life Insurance Company (MetLife)
New York
$4.19M +$25.7K +199 +0.6%
William Blair & Company
256
William Blair & Company
Illinois
$4.09M +$719K +5,567 +22%
NB
257
Norinchukin Bank
Japan
$4.07M +$105K +814 +3%
BCIM
258
British Columbia Investment Management
British Columbia, Canada
$4.05M -$1.76M -13,592 -31%
WHG
259
Westwood Holdings Group
Texas
$4.04M +$3.91M +30,296 New
UCI
260
Uncommon Cents Investing
Wisconsin
$4.03M -$45.9K -355 -1%
CRA
261
Circle Road Advisors
New York
$4.02M +$3.9M +30,154 New
MSA
262
Mason Street Advisors
Wisconsin
$4.01M +$5.81K +45 +0.1%
QIM
263
Quantitative Investment Management
Virginia
$3.97M +$1.69M +13,101 +78%
AB
264
Amalgamated Bank
New York
$3.95M -$77.1K -597 -2%
ProShare Advisors
265
ProShare Advisors
Maryland
$3.94M +$243K +1,882 +7%
Baird Financial Group
266
Baird Financial Group
Wisconsin
$3.86M +$262K +2,027 +8%
NIPH
267
NN Investment Partners Holdings
Netherlands
$3.86M -$302K -2,338 -7%
NAM
268
Nissay Asset Management
Japan
$3.77M +$138K +1,066 +4%
BRA
269
Biechele Royce Advisors
Indiana
$3.73M -$800K -6,194 -18%
JG
270
Jefferies Group
New York
$3.65M -$6.96M -53,906 -66%
TPCM
271
Three Peaks Capital Management
Colorado
$3.6M +$264K +2,042 +8%
SEC
272
Seven Eight Capital
New York
$3.54M -$5M -38,728 -59%
IA
273
IndexIQ Advisors
New York
$3.52M -$1.17M -9,039 -26%
WF
274
Welch & Forbes
Massachusetts
$3.51M -$35.1K -272 -1%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$3.49M +$2.34M +18,111 +225%

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.