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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
LCM
301
Logan Capital Management
Pennsylvania
$2.17M -$203K -1,545 -7%
ProShare Advisors
302
ProShare Advisors
Maryland
$2.16M -$1.99M -15,218 -41%
BBNA
303
Bremer Bank National Association
Minnesota
$2.16M +$50.7K +387 +2%
WF
304
Welch & Forbes
Massachusetts
$2.15M -$486K -3,708 -14%
WG
305
Winton Group
United Kingdom
$2.14M +$1.94M +14,819 +212%
JMPWA
306
JP Morgan Private Wealth Advisors
California
$2.13M +$520K +3,965 +22%
B
307
BP
United Kingdom
$2.12M
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$2.06M +$2.75M +20,957 New
AWCI
309
Alpine Woods Capital Investors
New York
$2.04M
SAM
310
Securian Asset Management
Minnesota
$2.03M -$46.9K -358 -2%
IA
311
IndexIQ Advisors
New York
$2.03M -$1.7M -12,997 -39%
IECM
312
Intrinsic Edge Capital Management
Illinois
$2.02M +$2.7M +20,600 New
II
313
IFM Investors
Australia
$2.01M -$102K -780 -4%
DnB Asset Management
314
DnB Asset Management
Norway
$1.99M -$491K -3,743 -16%
OPERF
315
Oregon Public Employees Retirement Fund
Oregon
$1.96M -$12.1K -92 -0.5%
ACM
316
Ayrshire Capital Management
Connecticut
$1.91M +$200K +1,526 +8%
RHAM
317
Round Hill Asset Management
California
$1.91M +$72.9K +556 +3%
VFA
318
Valeo Financial Advisors
Indiana
$1.91M +$131K +998 +6%
SO
319
STRS Ohio
Ohio
$1.91M -$20.4K -156 -0.8%
RC
320
Roundview Capital
New Jersey
$1.9M +$1.24M +9,490 +96%
TAM
321
Tocqueville Asset Management
New York
$1.87M +$1.17M +8,889 +87%
OC
322
Oppenheimer & Co
New York
$1.87M +$165K +1,262 +7%
SW
323
SVB Wealth
Massachusetts
$1.86M -$44.3K -338 -2%
CCP
324
Clough Capital Partners
Massachusetts
$1.85M +$2.47M +18,808 New
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$1.81M -$24K -183 -1%

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.