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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
LBC
401
Lowe Brockenbrough & Co
Virginia
$948K +$413K +3,147 +48%
PFM
402
Parsec Financial Management
North Carolina
$947K -$130K -993 -9%
FC
403
Ferris Capital
Massachusetts
$947K -$11.3K -86 -0.9%
IDBONY
404
Israel Discount Bank of New York
New York
$938K +$118K +897 +10%
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$936K +$27K +206 +2%
NG
406
NatWest Group
United Kingdom
$933K +$220K +1,679 +21%
CK
407
Cohen Klingenstein
New York
$928K
CCT
408
Chemung Canal Trust
New York
$913K -$17.4K -133 -1%
CA
409
Cornerstone Advisors
North Carolina
$910K
VIA
410
Vident Investment Advisory
Georgia
$909K -$1.54M -11,776 -56%
PC
411
PA Capital
Virginia
$908K +$128K +973 +12%
WAM
412
World Asset Management
Michigan
$893K -$557K -4,250 -32%
WSFS
413
Wilmington Savings Fund Society
Delaware
$892K +$1.19M +9,094 New
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$891K -$297K -2,263 -20%
CC
415
Centiva Capital
New York
$880K +$955K +7,289 +435%
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$879K -$149K -1,133 -11%
ICOM
417
Investment Counselors of Maryland
Maryland
$876K -$209K -1,596 -15%
CAM
418
Cubic Asset Management
Massachusetts
$842K +$32.4K +247 +3%
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$842K +$831K +6,341 +283%
HW
420
Hancock Whitney
Mississippi
$834K +$207K +1,582 +23%
FCI
421
Financial Counselors Inc
Kansas
$831K -$21.6K -165 -2%
SLT
422
St Louis Trust
Missouri
$830K +$131 +1 +0%
AUB
423
Atlantic Union Bankshares
Virginia
$828K -$187K -1,429 -14%
MIFH
424
Migdal Insurance & Financial Holdings
Israel
$821K -$116K -888 -10%
BAM
425
Bellevue Asset Management
Washington
$819K +$945K +7,210 New

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.