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Zimmer Biomet

896 hedge funds and large institutions have $25B invested in Zimmer Biomet in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 349 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $57.7M

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $21.5B → $25B (+$3.5B)

1% more funds holding

Funds holding: 883896 (+13)

0.59% less ownership

Funds ownership: 91.9%91.31% (-0.59%)

19% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 349

Holders
896
Holders Change
+13
Holders Change %
+1.47%
% of All Funds
19.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.5%
New
80
Increased
282
Reduced
349
Closed
63
Calls
$79.1M
Puts
$57.7M
Net Calls
+$21.4M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
451
J.W. Burns & Co
New York
$954K
BCM
452
Bayesian Capital Management
New York
$933K -$492K -3,811 -35%
AAM
453
AR Asset Management
California
$924K
TAM
454
Tyers Asset Management
Texas
$919K -$160K -1,240 -15%
NSB
455
Norway Savings Bank
Maine
$897K -$30.6K -237 -3%
LS
456
Livforsakringsbolaget Skandia
Sweden
$889K +$861K +6,668 New
CAN
457
Cetera Advisor Networks
California
$885K -$49.9K -386 -5%
TCM
458
Teza Capital Management
Illinois
$880K -$240K -1,858 -22%
LBC
459
Lowe Brockenbrough & Co
Virginia
$868K +$99.9K +773 +13%
IC
460
Investment Counsel
Michigan
$864K
ADBIC
461
A.D. Beadell Investment Counsel
Wisconsin
$862K -$93.1K -721 -10%
RCM
462
Riverhead Capital Management
Delaware
$855K -$93.1K -721 -10%
AG
463
Advisor Group
Arizona
$849K -$49.5K -383 -6%
CSIC
464
Clifford Swan Investment Counsel
California
$847K
LBC
465
Lawrence B. Cohen
$840K +$13K +101 +2%
AI
466
Atria Investments
North Carolina
$838K -$69.1K -535 -8%
CI
467
Cigna Investments
Connecticut
$836K +$33.2K +257 +4%
PWAP
468
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$826K -$164K -1,272 -17%
NRS
469
Neville Rodie & Shaw
New York
$822K -$45.7K -354 -5%
GG
470
Gofen & Glossberg
Illinois
$819K
FHB
471
First Hawaiian Bank
Hawaii
$817K +$111K +858 +16%
RJT
472
Raymond James Trust
Florida
$816K +$49.7K +385 +7%
CCT
473
Chemung Canal Trust
New York
$806K +$359K +2,781 +85%
EM
474
ELCO Management
New York
$803K +$18K +139 +2%
PCM
475
Prelude Capital Management
New York
$798K +$774K +5,988 New

ZBH Hedge Fund Activity: Q3 2019 in Review

896 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2019, worth a combined $25B — up 16% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ZBH positions and 63 closed out — a net gain of 17 holders — while 282 added to existing stakes and 349 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $155M. The largest seller was Jana Partners, cutting an estimated $143M.

  • 896 institutional investors held Zimmer Biomet (ZBH) as of Q3 2019, up from 883 in Q2 2019.
  • Funds reported $25B of Zimmer Biomet stock for Q3 2019, up 16% quarter-over-quarter.
  • 80 funds opened new Zimmer Biomet positions in Q3 2019 and 63 closed out, a net change of +17 holders.
  • The largest Zimmer Biomet buyer in Q3 2019 was Amundi Asset Management US, an estimated $155M added.
  • The largest Zimmer Biomet seller in Q3 2019 was Jana Partners, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2019.