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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
Legal & General Group
26
Legal & General Group
United Kingdom
$219M +$8.54M +61,870 +4%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$214M -$7.12M -51,569 -3%
UBS AM
28
UBS AM
Illinois
$181M +$39.9M +288,975 +30%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$181M +$6.37M +46,163 +4%
Jennison Associates
30
Jennison Associates
New York
$173M +$10M +72,565 +6%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158M -$5.03M -36,425 -3%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$156M -$7.24M -52,470 -5%
MPI
33
Mairs & Power Inc
Minnesota
$142M -$3.63M -26,287 -3%
Charles Schwab
34
Charles Schwab
California
$140M +$2.98M +21,623 +2%
FI
35
Focused Investors
California
$132M -$4.27M -30,900 -3%
WCM
36
Wedge Capital Management
North Carolina
$132M -$12.8M -92,375 -9%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$119M -$825K -5,977 -0.7%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$113M +$46.1M +333,688 +75%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$108M -$5.31M -38,435 -5%
MWNA
40
Marshall Wace North America
New York
$105M -$2.35M -17,044 -2%
PPA
41
Parametric Portfolio Associates
Washington
$105M +$1.27M +9,166 +1%
Swiss National Bank
42
Swiss National Bank
Switzerland
$96.9M -$4.11M -29,767 -4%
Millennium Management
43
Millennium Management
New York
$95.8M -$110M -796,091 -55%
Morgan Stanley
44
Morgan Stanley
New York
$95.3M +$8.82M +63,875 +11%
Holocene Advisors
45
Holocene Advisors
New York
$93.8M +$29.6M +214,381 +50%
Barclays
46
Barclays
United Kingdom
$91.8M -$9.81M -71,102 -10%
BM
47
Bridger Management
New York
$88.2M +$17.1M +124,045 +26%
Victory Capital Management
48
Victory Capital Management
Texas
$87.1M -$1.01M -7,296 -1%
VanEck Associates
49
VanEck Associates
New York
$86.1M +$9.73M +70,476 +13%
Ameriprise
50
Ameriprise
Minnesota
$84.9M -$3.61M -26,148 -4%

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.