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Zimmer Biomet

883 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.49% less ownership

Funds ownership: 92.39%91.9% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 313

1% less funds holding

Funds holding: 896883 (-13)

8% less capital invested

Capital invested by funds: $23.4B → $21.5B (-$1.91B)

43% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $53.2M

Holders
883
Holders Change
-13
Holders Change %
-1.45%
% of All Funds
19.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
76
Increased
295
Reduced
313
Closed
74
Calls
$30.5M
Puts
$53.2M
Net Calls
-$22.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
351
KeyBank National Association
Ohio
$1.7M -$82.9K -708 -5%
AC
352
Allstate Corporation
Illinois
$1.7M +$217K +1,852 +14%
II
353
IFM Investors
Australia
$1.7M +$190K +1,621 +12%
JMPWA
354
JP Morgan Private Wealth Advisors
California
$1.69M -$113K -963 -6%
SFM
355
Systematic Financial Management
New Jersey
$1.67M -$2.62M -22,408 -60%
IBOK
356
Independence Bank of Kentucky
Kentucky
$1.66M +$22.4K +191 +1%
WCM
357
Wunderlich Capital Managemnt
Tennessee
$1.64M +$77.5K +662 +5%
BAM
358
Belpointe Asset Management
Nevada
$1.64M +$1.41K +12 +0.1%
RBA
359
Richard Bernstein Advisors
New York
$1.61M
1SB
360
1ST Source Bank
Indiana
$1.58M +$30.2K +258 +2%
SSA
361
Schonfeld Strategic Advisors
New York
$1.58M -$2.38M -20,291 -58%
SAM
362
Shell Asset Management
Netherlands
$1.57M -$2.03M -17,367 -56%
HT
363
Heritage Trust
Oklahoma
$1.56M -$41.5K -354 -3%
PSUF
364
People's United Financial
Connecticut
$1.54M -$1.17M -9,980 -42%
BFO
365
Biltmore Family Office
North Carolina
$1.51M
WAM
366
World Asset Management
Michigan
$1.5M +$30.5K +260 +2%
ICOM
367
Investment Counselors of Maryland
Maryland
$1.46M +$12.1K +103 +0.8%
CAM
368
Claret Asset Management
Quebec, Canada
$1.46M -$8.08K -69 -0.5%
UBV
369
United Bank (Virginia)
Virginia
$1.43M +$174K +1,485 +13%
GCP
370
GSA Capital Partners
United Kingdom
$1.43M +$1.47M +12,510 New
Federated Hermes
371
Federated Hermes
Pennsylvania
$1.42M -$35.3K -301 -2%
COPPSERS
372
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.42M +$8.55K +73 +0.6%
PFM
373
Parsec Financial Management
North Carolina
$1.4M -$4.43M -37,842 -76%
NSAM
374
North Star Asset Management
Wisconsin
$1.38M -$90.7K -774 -6%
BG
375
Bahl & Gaynor
Ohio
$1.38M +$13.4K +114 +1%

ZBH Hedge Fund Activity: Q2 2019 in Review

883 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2019, worth a combined $21.5B — down 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ZBH positions and 74 closed out — a net gain of 2 holders — while 295 added to existing stakes and 313 trimmed.

The largest buyer was Nuveen, adding an estimated $500M. The largest seller was Longview Partners, exiting entirely with an estimated $294M sold.

  • 883 institutional investors held Zimmer Biomet (ZBH) as of Q2 2019, down from 896 in Q1 2019.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 76 funds opened new Zimmer Biomet positions in Q2 2019 and 74 closed out, a net change of +2 holders.
  • The largest Zimmer Biomet buyer in Q2 2019 was Nuveen, an estimated $500M added.
  • The largest Zimmer Biomet seller in Q2 2019 was Longview Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2019.