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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
GIC
351
Gantzert Investment Company
Illinois
$1.42M -$29.6K -226 -2%
KRS
352
Kentucky Retirement Systems
Kentucky
$1.42M +$468K +3,569 +33%
MCM
353
Mitchell Capital Management
Kansas
$1.4M -$471K -3,592 -20%
RBA
354
Richard Bernstein Advisors
New York
$1.39M
Mirae Asset Global Investments
355
Mirae Asset Global Investments
South Korea
$1.36M +$53.6K +409 +3%
CGH
356
Crossmark Global Holdings
Texas
$1.36M +$14.8K +113 +0.8%
GLA
357
Great Lakes Advisors
Illinois
$1.34M -$195K -1,484 -10%
WCM
358
Wunderlich Capital Managemnt
Tennessee
$1.33M -$87.2K -665 -5%
COPPSERS
359
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.33M -$14K -107 -0.8%
SMDAM
360
Sumitomo Mitsui DS Asset Management
Japan
$1.32M +$67.6K +516 +4%
SIM
361
Sentry Investment Management
Wisconsin
$1.31M +$172K +1,309 +11%
DADC
362
D.A. Davidson & Co
Montana
$1.31M -$28.2K -215 -2%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$1.31M -$385K -2,935 -18%
CAM
364
Claret Asset Management
Quebec, Canada
$1.31M +$68.4K +522 +4%
IBOK
365
Independence Bank of Kentucky
Kentucky
$1.3M -$9.44K -72 -0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
366
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.28M -$3.04M -23,175 -64%
SWP
367
Stratos Wealth Partners
Ohio
$1.27M +$12.8K +98 +0.8%
ONB
368
Old National Bancorp
Indiana
$1.27M +$45.4K +346 +3%
HT
369
Heritage Trust
Oklahoma
$1.25M -$43.8K -334 -3%
PSUF
370
People's United Financial
Connecticut
$1.22M -$105K -802 -6%
ACA
371
Atlas Capital Advisors
Wyoming
$1.22M +$1.08M +8,275 +201%
SPIA
372
Steward Partners Investment Advisory
New York
$1.21M +$1.25M +9,571 +345%
SAM
373
Silvercrest Asset Management
New York
$1.2M +$111K +844 +7%
Assenagon Asset Management
374
Assenagon Asset Management
Luxembourg
$1.17M -$847K -6,465 -35%
BCM
375
Bayesian Capital Management
New York
$1.16M -$851K -6,489 -35%

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.