We are live on ! Find out more
ZBH icon

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
SNT
351
Security National Trust
West Virginia
$2.18M -$21.4K -155 -1%
AC
352
Allstate Corporation
Illinois
$2.14M +$8.42K +61 +0.4%
GIC
353
Gantzert Investment Company
Illinois
$2.14M -$2.21K -16 -0.1%
TU
354
TDAM USA
Ontario, Canada
$2.13M -$410K -2,972 -17%
BAM
355
Belpointe Asset Management
Nevada
$2.12M +$5.66K +41 +0.3%
IG
356
ING Group
Netherlands
$2.11M +$2.01M +14,531 New
KCM
357
Kornitzer Capital Management
Kansas
$2.11M +$2M +14,497 New
WCM
358
Wunderlich Capital Managemnt
Tennessee
$2.06M -$20.7K -150 -1%
KAS
359
Kemnay Advisory Services
New York
$2.06M +$1.95M +14,150 New
RBA
360
Richard Bernstein Advisors
New York
$2.05M
Mercer Global Advisors
361
Mercer Global Advisors
Colorado
$2.04M +$94K +681 +5%
EAM
362
Eagle Asset Management
Florida
$2.04M -$741K -5,368 -28%
CGH
363
Crossmark Global Holdings
Texas
$2M -$865K -6,266 -31%
COPPSERS
364
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.98M +$12.4K +90 +0.7%
DADC
365
D.A. Davidson & Co
Montana
$1.97M -$269K -1,946 -13%
Mirae Asset Global Investments
366
Mirae Asset Global Investments
South Korea
$1.96M +$226K +1,640 +14%
NEI
367
Northwest & Ethical Investments
Ontario, Canada
$1.96M -$44.7K -324 -2%
GCA
368
Gideon Capital Advisors
New York
$1.95M -$117K -849 -6%
WAM
369
World Asset Management
Michigan
$1.94M -$3.45K -25 -0.2%
IBOK
370
Independence Bank of Kentucky
Kentucky
$1.93M -$52.6K -381 -3%
1SB
371
1ST Source Bank
Indiana
$1.93M +$10.2K +74 +0.6%
PSUF
372
People's United Financial
Connecticut
$1.92M +$61K +442 +3%
OAM
373
Oxford Asset Management
United Kingdom
$1.91M +$1.18M +8,550 +186%
HT
374
Heritage Trust
Oklahoma
$1.9M -$73.2K -530 -4%
FC
375
FORA Capital
Florida
$1.89M +$1.8M +13,018 New

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.