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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
SB
326
Suntrust Banks
Georgia
$2.31M +$128K +988 +6%
MCM
327
Mitchell Capital Management
Kansas
$2.28M +$117K +903 +6%
SIP
328
Stoneridge Investment Partners
Pennsylvania
$2.27M +$2.2M +16,999 New
VFA
329
Valeo Financial Advisors
Indiana
$2.23M -$133K -1,027 -6%
OI
330
Oakbrook Investments
Illinois
$2.23M -$333K -2,575 -13%
OC
331
Oppenheimer & Co
New York
$2.19M -$1.39M -10,786 -40%
SCM
332
Stevens Capital Management
Pennsylvania
$2.18M -$15.3M -118,647 -88%
NMERB
333
New Mexico Educational Retirement Board
New Mexico
$2.17M -$133K -1,030 -6%
ONB
334
Old National Bancorp
Indiana
$2.15M +$25.1K +194 +1%
RIM
335
Redpoint Investment Management
Australia
$2.14M
SI
336
Stephens Inc
Arkansas
$2.14M -$517K -4,004 -20%
Creative Planning
337
Creative Planning
Kansas
$2.08M -$179K -1,384 -8%
DADC
338
D.A. Davidson & Co
Montana
$2.06M -$32.2K -249 -2%
SNT
339
Security National Trust
West Virginia
$2.02M -$9.3K -72 -0.5%
RWA
340
River Wealth Advisors
Pennsylvania
$2.02M -$388 -3 -0%
DCM
341
Dupont Capital Management
Delaware
$1.99M -$534K -4,137 -22%
GIC
342
Gantzert Investment Company
Illinois
$1.96M -$24.5K -190 -1%
AC
343
Allstate Corporation
Illinois
$1.95M -$27.3K -211 -1%
KeyBank National Association
344
KeyBank National Association
Ohio
$1.94M -$39.7K -307 -2%
BAM
345
Belpointe Asset Management
Nevada
$1.93M +$26.4K +204 +1%
WCM
346
Wunderlich Capital Managemnt
Tennessee
$1.91M -$2.71K -21 -0.1%
GCA
347
Gideon Capital Advisors
New York
$1.9M +$525K +4,067 +40%
RBA
348
Richard Bernstein Advisors
New York
$1.88M
MME
349
Meag Munich Ergo
Germany
$1.88M +$842K +6,516 +81%
QSS
350
Quantitative Systematic Strategies
Florida
$1.84M +$1.78M +13,806 New

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.