We are live on ! Find out more
ZBH icon

Zimmer Biomet

989 hedge funds and large institutions have $27.3B invested in Zimmer Biomet in 2019 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 303 increasing their positions, 326 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 44

156% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $37.1M

10% more funds holding

Funds holding: 896989 (+93)

9% more capital invested

Capital invested by funds: $25B → $27.3B (+$2.36B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.15% more ownership

Funds ownership: 91.31%91.46% (+0.15%)

7% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 326

Holders
989
Holders Change
+93
Holders Change %
+10.38%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.49%
New
155
Increased
303
Reduced
326
Closed
44
Calls
$94.8M
Puts
$37.1M
Net Calls
+$57.7M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
276
WesBanco Bank
West Virginia
$4.63M -$26.8K -194 -0.6%
Federated Hermes
277
Federated Hermes
Pennsylvania
$4.6M +$2.8M +20,305 +178%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$4.45M +$1.14M +8,239 +37%
WHG
279
Westwood Holdings Group
Texas
$4.4M
MSA
280
Mason Street Advisors
Wisconsin
$4.39M +$13.4K +97 +0.3%
UCI
281
Uncommon Cents Investing
Wisconsin
$4.27M -$115K -830 -3%
GT
282
Glenmede Trust
Pennsylvania
$4.27M +$128K +926 +3%
William Blair & Company
283
William Blair & Company
Illinois
$4.23M -$223K -1,613 -5%
Baird Financial Group
284
Baird Financial Group
Wisconsin
$4.22M +$10.2K +74 +0.3%
GIM
285
Goelzer Investment Management
Indiana
$4.21M -$1.48M -10,748 -27%
NB
286
Norinchukin Bank
Japan
$4.08M -$342K -2,477 -8%
TPCM
287
Three Peaks Capital Management
Colorado
$3.98M +$52.9K +383 +1%
NAM
288
Nissay Asset Management
Japan
$3.91M -$195K -1,412 -5%
BRA
289
Biechele Royce Advisors
Indiana
$3.79M -$269K -1,951 -7%
MHC
290
Meyer Handelman Company
New York
$3.78M
BFO
291
Biltmore Family Office
North Carolina
$3.77M
WF
292
Welch & Forbes
Massachusetts
$3.72M -$102K -736 -3%
Capital Fund Management (CFM)
293
Capital Fund Management (CFM)
France
$3.62M +$3.44M +24,919 New
ABC
294
Associated Banc-Corp
Wisconsin
$3.61M -$62.3K -451 -2%
MM
295
Meridian Management
Arkansas
$3.6M -$32K -232 -0.9%
RHJA
296
Rice Hall James & Associates
California
$3.58M +$5.25K +38 +0.2%
QT
297
Quantbot Technologies
New York
$3.57M +$3.13M +22,645 +1,176%
CSS
298
Cubist Systematic Strategies
Connecticut
$3.5M -$12.6M -91,345 -79%
DnB Asset Management
299
DnB Asset Management
Norway
$3.49M +$162K +1,171 +5%
LCM
300
Logan Capital Management
Pennsylvania
$3.44M

ZBH Hedge Fund Activity: Q4 2019 in Review

989 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2019, worth a combined $27.3B — up 9.5% from $25B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ZBH positions and 44 closed out — a net gain of 111 holders — while 303 added to existing stakes and 326 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $182M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $139M sold.

  • 989 institutional investors held Zimmer Biomet (ZBH) as of Q4 2019, up from 896 in Q3 2019.
  • Funds reported $27.3B of Zimmer Biomet stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 155 funds opened new Zimmer Biomet positions in Q4 2019 and 44 closed out, a net change of +111 holders.
  • The largest Zimmer Biomet buyer in Q4 2019 was Amundi Asset Management US, an estimated $182M added.
  • The largest Zimmer Biomet seller in Q4 2019 was Causeway Capital Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.