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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
KRS
401
Kentucky Retirement Systems
Kentucky
$1.58M +$8.56K +62 +0.6%
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$1.58M +$178K +1,289 +13%
HCP
403
Holt Capital Partners
Texas
$1.57M
CWG
404
Cornerstone Wealth Group
North Carolina
$1.57M +$17.1K +124 +1%
UAS
405
United Asset Strategies
New York
$1.57M +$1.49M +10,808 New
Group One Trading
406
Group One Trading
Illinois
$1.55M +$148K +1,070 +11%
V
407
ValueWorks
New York
$1.55M -$46.1K -334 -3%
ANTB
408
AMG National Trust Bank
Colorado
$1.55M -$48.7K -353 -3%
PFM
409
Parsec Financial Management
North Carolina
$1.55M -$173K -1,252 -11%
SAM
410
Selway Asset Management
$1.53M -$156K -1,133 -10%
ICOM
411
Investment Counselors of Maryland
Maryland
$1.53M +$46.1K +334 +3%
SB
412
Simmons Bank
Arkansas
$1.52M +$294K +2,133 +26%
TAM
413
Tocqueville Asset Management
New York
$1.48M +$42.7K +309 +3%
QAM
414
QCI Asset Management
New York
$1.48M -$20.7M -150,222 -94%
NSAM
415
North Star Asset Management
Wisconsin
$1.47M -$49.8K -361 -3%
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$1.47M -$14.2K -103 -1%
RC
417
Roundview Capital
New Jersey
$1.44M +$4.97K +36 +0.4%
AUB
418
Atlantic Union Bankshares
Virginia
$1.43M -$10.1K -73 -0.7%
ETI
419
Enterprise Trust & Investment
California
$1.42M -$142K -1,030 -10%
N
420
Natixis
France
$1.42M +$1.36M +9,840 New
FC
421
Ferris Capital
Massachusetts
$1.42M
UB
422
UMB Bank
Missouri
$1.4M -$19.6K -142 -1%
CK
423
Cohen Klingenstein
New York
$1.38M
Bessemer Group
424
Bessemer Group
New Jersey
$1.37M +$58.3K +422 +5%
CCT
425
Chemung Canal Trust
New York
$1.37M +$468K +3,390 +56%

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.