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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
HPC
451
HM Payson & Co
Maine
$1.13M
SAM
452
Shell Asset Management
Netherlands
$1.12M -$775K -5,611 -42%
FMTC
453
Farmers & Merchants Trust Company
California
$1.11M -$36.2K -262 -3%
PI
454
Pettee Investors
Connecticut
$1.1M
GJIC
455
Gamble Jones Investment Counsel
California
$1.1M
GHAM
456
Gilman Hill Asset Management
Connecticut
$1.1M +$5.66K +41 +0.5%
S
457
Seeyond
France
$1.09M
CTC
458
Central Trust Company
Missouri
$1.09M -$15.3K -111 -1%
OFS
459
Orrstown Financial Services
Pennsylvania
$1.07M -$50.9K -369 -5%
FHB
460
First Hawaiian Bank
Hawaii
$1.06M +$165K +1,192 +19%
GIA
461
Gargoyle Investment Advisor
New Jersey
$1.06M -$142K -1,030 -12%
CIA
462
Choate Investment Advisors
Massachusetts
$1.06M
ECM
463
ETrade Capital Management
Virginia
$1.05M +$237K +1,715 +31%
NSB
464
Norway Savings Bank
Maine
$1.05M +$64K +464 +7%
JWBC
465
J.W. Burns & Co
New York
$1.04M +$2.76K +20 +0.3%
RGC
466
Roberts, Glore & Co
Illinois
$1.03M +$296K +2,141 +43%
PWAP
467
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$118K +857 +14%
WG
468
Winton Group
United Kingdom
$1.02M -$11.5M -83,361 -92%
RJT
469
Raymond James Trust
Florida
$1.01M +$116K +841 +14%
First Trust Advisors
470
First Trust Advisors
Illinois
$1.01M +$400K +2,897 +71%
AAM
471
AR Asset Management
California
$1.01M
CAN
472
Cetera Advisor Networks
California
$1.01M +$40.7K +295 +4%
HW
473
Hancock Whitney
Mississippi
$1M +$275K +1,993 +40%
AG
474
Advisor Group
Arizona
$996K +$66.1K +479 +8%
AIM
475
Achmea Investment Management
Netherlands
$980K +$634K +4,596 +214%

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.