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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
BBNA
301
Bremer Bank National Association
Minnesota
$2.89M -$56.2K -435 -2%
B
302
BP
United Kingdom
$2.88M +$133K +1,030 +5%
TRSOTSOK
303
Teachers Retirement System of the State of Kentucky
Kentucky
$2.84M +$200K +1,545 +8%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$2.83M -$151K -1,171 -5%
UCFA
305
United Capital Financial Advisors
Texas
$2.82M -$177K -1,367 -6%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$2.79M -$45.7K -354 -2%
AWCI
307
Alpine Woods Capital Investors
New York
$2.77M
LTFS
308
Ladenburg Thalmann Financial Services
Florida
$2.77M +$44.4K +344 +2%
BTS
309
BB&T Securities
Virginia
$2.67M -$1.3M -10,087 -34%
CGH
310
Crossmark Global Holdings
Texas
$2.67M -$74.4K -576 -3%
EAM
311
Eagle Asset Management
Florida
$2.59M -$212K -1,642 -8%
GH
312
GAM Holding
Switzerland
$2.58M
Voloridge Investment Management
313
Voloridge Investment Management
Florida
$2.55M +$2.47M +19,127 New
Nomura Holdings
314
Nomura Holdings
Japan
$2.54M -$337K -2,612 -12%
RHAM
315
Round Hill Asset Management
California
$2.53M
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$2.5M -$22K -170 -0.9%
Brown Advisory
317
Brown Advisory
Maryland
$2.47M +$30.1K +233 +1%
BNP Paribas Financial Markets
318
BNP Paribas Financial Markets
France
$2.46M +$188K +1,458 +9%
PIM
319
Partner Investment Management
California
$2.43M -$495K -3,832 -17%
DFA
320
Delta Financial Advisors
Louisiana
$2.41M -$28.5K -221 -1%
GLA
321
Great Lakes Advisors
Illinois
$2.4M +$2.33M +18,045 New
TU
322
TDAM USA
Ontario, Canada
$2.35M -$15.8K -122 -0.7%
JMPWA
323
JP Morgan Private Wealth Advisors
California
$2.31M +$328K +2,537 +17%
PP
324
Paloma Partners
Connecticut
$2.31M -$164K -1,273 -7%
CNC
325
Citizens & Northern Corp
Pennsylvania
$2.31M -$69.4K -537 -3%

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.