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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
Daiwa Securities Group
426
Daiwa Securities Group
Japan
$1.36M -$28.4K -206 -2%
CA
427
Cornerstone Advisors
North Carolina
$1.35M +$1.28M +9,270 New
MIFH
428
Migdal Insurance & Financial Holdings
Israel
$1.34M +$177K +1,285 +16%
AG
429
AlphaSimPlex Group
Massachusetts
$1.33M
QSS
430
Quantitative Systematic Strategies
Florida
$1.32M -$647K -4,687 -34%
IDBONY
431
Israel Discount Bank of New York
New York
$1.26M +$133K +963 +13%
FCI
432
Financial Counselors Inc
Kansas
$1.25M -$56.3K -408 -5%
II
433
Inspire Investing
Idaho
$1.25M +$12K +87 +1%
LA
434
Lau Associates
Delaware
$1.24M
SLT
435
St Louis Trust
Missouri
$1.23M +$138 +1 +0%
DIA
436
Dean Investment Associates
Ohio
$1.23M +$2.9K +21 +0.2%
CAM
437
Cubic Asset Management
Massachusetts
$1.21M -$4.97K -36 -0.4%
TAM
438
Tradition Asset Management
Virginia
$1.21M -$51.2K -371 -4%
BCM
439
Boltwood Capital Management
California
$1.21M +$81.7K +592 +8%
PC
440
PA Capital
Virginia
$1.2M +$36.4K +264 +3%
FTIOP
441
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.2M -$15.9K -115 -1%
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$24.3K +176 +2%
AI
443
Atria Investments
North Carolina
$1.19M +$265K +1,920 +31%
QI
444
QS Investors
New York
$1.19M -$48.5K -351 -4%
V
445
Veritable
Delaware
$1.18M +$3.17K +23 +0.3%
RFC
446
Regions Financial Corp
Alabama
$1.17M -$53.1K -385 -5%
SWP
447
Strategic Wealth Partners
Ohio
$1.16M +$39.3K +285 +4%
HNB
448
Huntington National Bank
Ohio
$1.15M +$45.1K +327 +4%
CANC
449
Culbertson A N & Co
Virginia
$1.14M -$7.18K -52 -0.7%
NG
450
NatWest Group
United Kingdom
$1.14M -$239K -1,734 -18%

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.