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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
BG
376
Bahl & Gaynor
Ohio
$1.16M -$43.8K -334 -3%
SWP
377
Strategic Wealth Partners
Ohio
$1.16M
OAM
378
Oppenheimer Asset Management
New York
$1.16M +$1.48M +11,322 +2,516%
SAM
379
Selway Asset Management
$1.15M +$149K +1,133 +11%
Bessemer Group
380
Bessemer Group
New Jersey
$1.13M +$270K +2,061 +22%
UAS
381
United Asset Strategies
New York
$1.13M +$89.7K +684 +6%
GCC
382
Guardian Capital (Canada)
Ontario, Canada
$1.13M
CEP
383
Chicago Equity Partners
Illinois
$1.1M -$847K -6,458 -37%
HCP
384
Holt Capital Partners
Texas
$1.09M +$37.1K +283 +3%
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$1.09M +$371K +2,832 +34%
FT
386
Fiduciary Trust
Massachusetts
$1.08M -$524 -4 -0%
AssetMark Inc
387
AssetMark Inc
California
$1.08M +$1.3M +9,908 +923%
BBA
388
BLB&B Advisors
Pennsylvania
$1.08M -$6.82K -52 -0.5%
CBTWT
389
Community Bank & Trust (Waco, Texas)
Texas
$1.06M -$46K -351 -3%
Cambridge Investment Research Advisors
390
Cambridge Investment Research Advisors
Iowa
$1.05M -$34K -259 -2%
Cerity Partners
391
Cerity Partners
New York
$1.04M -$40.1K -306 -3%
Wolverine Trading
392
Wolverine Trading
Illinois
$1.04M -$1.26M -9,644 -47%
PIM
393
Platinum Investment Management
Australia
$1.04M +$1.39M +10,587 New
AI
394
Atria Investments
North Carolina
$1M +$260K +1,987 +24%
DFA
395
Delta Financial Advisors
Louisiana
$1M -$1.01M -7,695 -43%
QCMC
396
Quantum Capital Management (California)
California
$997K -$364K -2,778 -21%
V
397
ValueWorks
New York
$997K -$65.7K -501 -5%
UBV
398
United Bank (Virginia)
Virginia
$991K -$334K -2,547 -20%
ETI
399
Enterprise Trust & Investment
California
$960K
V
400
Veritable
Delaware
$951K +$204K +1,560 +19%

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.