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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
BRA
326
Biechele Royce Advisors
Indiana
$1.76M -$1.06M -8,071 -31%
CNC
327
Citizens & Northern Corp
Pennsylvania
$1.76M +$141K +1,075 +6%
NB
328
Norinchukin Bank
Japan
$1.74M -$1.35M -10,315 -37%
UCFA
329
United Capital Financial Advisors
Texas
$1.74M -$243K -1,851 -9%
Brown Advisory
330
Brown Advisory
Maryland
$1.74M -$342K -2,610 -13%
Voloridge Investment Management
331
Voloridge Investment Management
Florida
$1.71M +$2.29M +17,453 New
RIM
332
Redpoint Investment Management
Australia
$1.57M
EP
333
Edgestream Partners
New Jersey
$1.56M +$2.08M +15,884 New
SSA
334
Schonfeld Strategic Advisors
New York
$1.55M -$6.34M -48,382 -75%
KCM
335
Kornitzer Capital Management
Kansas
$1.55M +$169K +1,288 +9%
EAM
336
Eventide Asset Management
Massachusetts
$1.54M +$540K +4,120 +36%
CWM
337
CIBC World Markets
New York
$1.52M -$18M -137,270 -90%
Creative Planning
338
Creative Planning
Kansas
$1.52M -$1.7K -13 -0.1%
WMSA
339
Weiss Multi-Strategy Advisers
New York
$1.52M +$2.03M +15,450 New
TAF
340
Tredje AP-fonden
Sweden
$1.51M -$661K -5,044 -25%
SI
341
Stephens Inc
Arkansas
$1.5M +$20.2K +154 +1%
Fisher Asset Management
342
Fisher Asset Management
Washington
$1.49M -$44.6K -340 -2%
RWA
343
River Wealth Advisors
Pennsylvania
$1.49M -$16.1K -123 -0.8%
Walleye Trading
344
Walleye Trading
New York
$1.48M +$1.92M +14,609 +3,063%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$1.47M +$120K +919 +7%
SNT
346
Security National Trust
West Virginia
$1.46M -$16.1K -123 -0.8%
1SB
347
1ST Source Bank
Indiana
$1.45M +$201K +1,532 +12%
BAM
348
Belpointe Asset Management
Nevada
$1.44M +$10.2K +78 +0.5%
KeyBank National Association
349
KeyBank National Association
Ohio
$1.42M -$69.1K -527 -4%
TU
350
TDAM USA
Ontario, Canada
$1.42M -$20.8K -159 -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.