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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
SMDAM
376
Sumitomo Mitsui DS Asset Management
Japan
$1.88M -$18.2K -132 -1%
QCMC
377
Quantum Capital Management (California)
California
$1.88M -$31.1K -225 -2%
SWP
378
Stratos Wealth Partners
Ohio
$1.86M +$55.1K +399 +3%
CAM
379
Claret Asset Management
Quebec, Canada
$1.86M -$1.66K -12 -0.1%
UBV
380
United Bank (Virginia)
Virginia
$1.84M +$19.9K +144 +1%
ONB
381
Old National Bancorp
Indiana
$1.83M -$495K -3,584 -22%
Alyeska Investment Group
382
Alyeska Investment Group
Illinois
$1.82M +$1.73M +12,532 New
GCP
383
GSA Capital Partners
United Kingdom
$1.79M +$1.04M +7,558 +158%
BG
384
Bahl & Gaynor
Ohio
$1.77M -$10.6K -77 -0.6%
Nomura Holdings
385
Nomura Holdings
Japan
$1.77M -$1.02M -7,395 -38%
OI
386
Oakbrook Investments
Illinois
$1.76M -$633K -4,583 -27%
SIM
387
Sentry Investment Management
Wisconsin
$1.75M
DWA
388
Douglass Winthrop Advisors
New York
$1.7M
TEE
389
Tibra Equities Europe
United Kingdom
$1.69M +$1.61M +11,639 New
EAM
390
Eventide Asset Management
Massachusetts
$1.68M +$1.59M +11,536 New
GCC
391
Guardian Capital (Canada)
Ontario, Canada
$1.67M +$28.4K +206 +2%
SAM
392
Silvercrest Asset Management
New York
$1.66M -$2.62K -19 -0.2%
UBG
393
United Bank (Georgia)
Georgia
$1.65M +$10.9K +79 +0.7%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$1.65M -$2.05M -14,828 -57%
CBTWT
395
Community Bank & Trust (Waco, Texas)
Texas
$1.62M -$46.2K -335 -3%
SAM
396
Symphony Asset Management
California
$1.62M +$414 +3 +0%
FT
397
Fiduciary Trust
Massachusetts
$1.6M +$22.1K +160 +1%
BBA
398
BLB&B Advisors
Pennsylvania
$1.6M -$8.42K -61 -0.6%
Cerity Partners
399
Cerity Partners
New York
$1.59M -$112K -808 -7%
Cambridge Investment Research Advisors
400
Cambridge Investment Research Advisors
Iowa
$1.59M +$116K +840 +8%

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.