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Zimmer Biomet

896 hedge funds and large institutions have $25B invested in Zimmer Biomet in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 349 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $57.7M

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $21.5B → $25B (+$3.5B)

1% more funds holding

Funds holding: 883896 (+13)

0.59% less ownership

Funds ownership: 91.9%91.31% (-0.59%)

19% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 349

Holders
896
Holders Change
+13
Holders Change %
+1.47%
% of All Funds
19.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.5%
New
80
Increased
282
Reduced
349
Closed
63
Calls
$79.1M
Puts
$57.7M
Net Calls
+$21.4M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
376
Federated Hermes
Pennsylvania
$1.52M -$131K -1,016 -8%
UBG
377
United Bank (Georgia)
Georgia
$1.5M -$6.72K -52 -0.5%
Susquehanna International Group
378
Susquehanna International Group
Pennsylvania
$1.5M +$1.11M +8,555 +314%
GCC
379
Guardian Capital (Canada)
Ontario, Canada
$1.5M
SAM
380
Symphony Asset Management
California
$1.48M +$271K +2,098 +23%
BBA
381
BLB&B Advisors
Pennsylvania
$1.48M -$19.2K -149 -1%
V
382
ValueWorks
New York
$1.47M -$668K -5,175 -32%
ANTB
383
AMG National Trust Bank
Colorado
$1.47M -$41.7K -323 -3%
FT
384
Fiduciary Trust
Massachusetts
$1.45M +$25.3K +196 +2%
KRS
385
Kentucky Retirement Systems
Kentucky
$1.44M +$131K +1,014 +10%
ETI
386
Enterprise Trust & Investment
California
$1.44M -$133K -1,030 -9%
HCP
387
Holt Capital Partners
Texas
$1.44M
CWG
388
Cornerstone Wealth Group
North Carolina
$1.43M +$370K +2,862 +37%
SO
389
STRS Ohio
Ohio
$1.42M +$50K +387 +4%
Wolverine Trading
390
Wolverine Trading
Illinois
$1.41M +$1.4M +10,808 New
NSAM
391
North Star Asset Management
Wisconsin
$1.4M -$207K -1,602 -13%
Twin Tree Management
392
Twin Tree Management
Texas
$1.36M +$1.32M +10,213 New
LSERS
393
Louisiana State Employees Retirement System
Louisiana
$1.36M -$53.2K -412 -4%
ICOM
394
Investment Counselors of Maryland
Maryland
$1.36M -$339K -2,626 -20%
Cambridge Investment Research Advisors
395
Cambridge Investment Research Advisors
Iowa
$1.35M +$66K +511 +5%
AUB
396
Atlantic Union Bankshares
Virginia
$1.32M +$5.42K +42 +0.4%
EGM
397
Engineers Gate Manager
New York
$1.32M -$9.45M -73,192 -88%
TAM
398
Tocqueville Asset Management
New York
$1.32M +$479K +3,708 +60%
RC
399
Roundview Capital
New Jersey
$1.32M +$4K +31 +0.3%
DC
400
Diametric Capital
Massachusetts
$1.31M +$1.27M +9,866 New

ZBH Hedge Fund Activity: Q3 2019 in Review

896 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2019, worth a combined $25B — up 16% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ZBH positions and 63 closed out — a net gain of 17 holders — while 282 added to existing stakes and 349 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $155M. The largest seller was Jana Partners, cutting an estimated $143M.

  • 896 institutional investors held Zimmer Biomet (ZBH) as of Q3 2019, up from 883 in Q2 2019.
  • Funds reported $25B of Zimmer Biomet stock for Q3 2019, up 16% quarter-over-quarter.
  • 80 funds opened new Zimmer Biomet positions in Q3 2019 and 63 closed out, a net change of +17 holders.
  • The largest Zimmer Biomet buyer in Q3 2019 was Amundi Asset Management US, an estimated $155M added.
  • The largest Zimmer Biomet seller in Q3 2019 was Jana Partners, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2019.