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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
FTC
251
Farmers Trust Company
Ohio
$3.92M +$321K +2,445 +7%
Nomura Asset Management
252
Nomura Asset Management
Japan
$3.85M +$138K +1,051 +3%
TPSF
253
Texas Permanent School Fund
Texas
$3.77M +$128K +976 +3%
LG
254
LaFleur & Godfrey
Michigan
$3.77M -$10.1K -77 -0.2%
RC
255
RegentAtlantic Capital
New Jersey
$3.72M -$63.7K -486 -1%
SGCIA
256
Smith Graham & Co Investment Advisors
Texas
$3.65M +$34.1K +260 +0.7%
RSVP
257
Ramsay Stattman Vela & Price
Colorado
$3.64M -$27.7K -211 -0.6%
JC
258
Jacobs & Co
California
$3.63M -$126K -963 -3%
MSL
259
Mackay Shields LLC
New York
$3.46M +$71K +542 +2%
KIA
260
KCM Investment Advisors
California
$3.43M -$79K -603 -2%
PIA
261
Piedmont Investment Advisors
North Carolina
$3.35M +$3.95M +30,151 +759%
DCM
262
Dupont Capital Management
Delaware
$3.31M +$1.76M +13,439 +66%
LPL Financial
263
LPL Financial
California
$3.3M -$1.08M -8,207 -20%
ECM
264
Exchange Capital Management
Michigan
$3.3M +$21.2K +162 +0.5%
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$3.24M +$313K +2,391 +8%
EAM
266
Eagle Asset Management
Florida
$3.24M +$1.6M +12,225 +87%
M&T Bank
267
M&T Bank
New York
$3.23M -$293K -2,237 -6%
MLICM
268
Metropolitan Life Insurance Company (MetLife)
New York
$3.14M -$16.1K -123 -0.4%
BCA
269
Bernzott Capital Advisors
California
$3.03M -$426K -3,250 -10%
AB
270
Amalgamated Bank
New York
$3.03M -$150K -1,147 -4%
Osaic Holdings
271
Osaic Holdings
Arizona
$3.03M +$4.73M +36,093 New
Ensign Peak Advisors
272
Ensign Peak Advisors
Utah
$3.02M -$485K -3,697 -11%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$3M -$292K -2,228 -7%
MSA
274
Mason Street Advisors
Wisconsin
$2.97M
UCI
275
Uncommon Cents Investing
Wisconsin
$2.84M -$61.3K -468 -2%

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.