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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
SW
326
SVB Wealth
Massachusetts
$2.81M -$575K -4,163 -18%
LM
327
Lincluden Management
Ontario, Canada
$2.76M -$1.79M -12,977 -41%
ARTA
328
A.R.T. Advisors
New York
$2.76M +$2.62M +19,009 New
RHAM
329
Round Hill Asset Management
California
$2.74M -$16.4K -119 -0.6%
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$2.71M -$6.07K -44 -0.2%
Assenagon Asset Management
331
Assenagon Asset Management
Luxembourg
$2.67M +$1.21M +8,774 +92%
BCM
332
Bayesian Capital Management
New York
$2.66M +$1.56M +11,330 +162%
EGM
333
Engineers Gate Manager
New York
$2.62M +$1.12M +8,095 +82%
ACM
334
Ayrshire Capital Management
Connecticut
$2.61M +$2.48M +17,972 New
DFA
335
Delta Financial Advisors
Louisiana
$2.6M -$27.3K -198 -1%
MCM
336
Mitchell Capital Management
Kansas
$2.6M +$109K +793 +5%
OC
337
Oppenheimer & Co
New York
$2.59M +$188K +1,364 +8%
JMPWA
338
JP Morgan Private Wealth Advisors
California
$2.58M +$54.9K +398 +2%
CEP
339
Chicago Equity Partners
Illinois
$2.56M -$713K -5,165 -23%
CNC
340
Citizens & Northern Corp
Pennsylvania
$2.45M -$60K -435 -3%
VFA
341
Valeo Financial Advisors
Indiana
$2.44M +$9.39K +68 +0.4%
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$2.36M
RIM
343
Redpoint Investment Management
Australia
$2.33M
ECM
344
ExodusPoint Capital Management
New York
$2.3M +$570K +4,129 +35%
Fisher Asset Management
345
Fisher Asset Management
Washington
$2.26M -$10.3M -74,426 -83%
Creative Planning
346
Creative Planning
Kansas
$2.25M -$16.4K -119 -0.8%
RWA
347
River Wealth Advisors
Pennsylvania
$2.23M +$25.8K +187 +1%
GLA
348
Great Lakes Advisors
Illinois
$2.21M -$395K -2,862 -16%
SI
349
Stephens Inc
Arkansas
$2.2M -$125K -904 -6%
KeyBank National Association
350
KeyBank National Association
Ohio
$2.18M +$61.1K +443 +3%

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.