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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$188M +$101M +783,985 +125%
AAMU
27
Amundi Asset Management US
Massachusetts
$176M +$155M +1,200,243 +1,025%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$159M -$12.6M -97,644 -8%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$157M +$464K +3,591 +0.3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$150M -$2.26M -17,503 -2%
Jennison Associates
31
Jennison Associates
New York
$149M +$10.1M +78,052 +7%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$147M -$3.94M -30,469 -3%
CCM
33
Causeway Capital Management
California
$139M -$12.8M -99,135 -9%
PHS
34
PFM Health Sciences
California
$136M -$23.6M -182,982 -15%
MPI
35
Mairs & Power Inc
Minnesota
$134M -$7.26M -56,228 -5%
WCM
36
Wedge Capital Management
North Carolina
$133M -$21.2M -164,043 -14%
UBS AM
37
UBS AM
Illinois
$127M +$33.7M +261,215 +38%
Citadel Advisors
38
Citadel Advisors
Florida
$126M +$61.1M +472,845 +99%
Charles Schwab
39
Charles Schwab
California
$126M +$3.75M +29,045 +3%
FI
40
Focused Investors
California
$126M -$21.6M -167,375 -15%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$110M +$2.15M +16,646 +2%
JP
42
Jana Partners
New York
$110M -$143M -1,105,397 -57%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$104M +$15.2M +117,824 +18%
HM
44
HealthCor Management
New York
$99.3M +$96.2M +745,071 New
MWNA
45
Marshall Wace North America
New York
$98.8M +$75.1M +581,227 +364%
PPA
46
Parametric Portfolio Associates
Washington
$94.8M +$5.91M +45,787 +7%
Barclays
47
Barclays
United Kingdom
$93.7M -$27.9M -216,246 -24%
Swiss National Bank
48
Swiss National Bank
Switzerland
$92.8M +$1.32M +10,209 +1%
SCM
49
Suvretta Capital Management
New York
$86.1M -$33.5M -259,426 -29%
Ameriprise
50
Ameriprise
Minnesota
$81.4M +$653K +5,054 +0.8%

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.