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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
Jane Street
476
Jane Street
New York
$977K -$248K -1,798 -21%
CRA
477
Circle Road Advisors
New York
$975K -$3.24M -23,448 -78%
LIA
478
LS Investment Advisors
Michigan
$972K -$129K -934 -12%
LBC
479
Lowe Brockenbrough & Co
Virginia
$947K
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
$942K -$133K -963 -13%
IC
481
Investment Counsel
Michigan
$942K
ADBIC
482
A.D. Beadell Investment Counsel
Wisconsin
$940K
EM
483
ELCO Management
New York
$912K +$34.1K +247 +4%
LBC
484
Lawrence B. Cohen
$901K -$14.2K -103 -2%
GG
485
Gofen & Glossberg
Illinois
$893K
CSIC
486
Clifford Swan Investment Counsel
California
$892K -$29.8K -216 -3%
NRS
487
Neville Rodie & Shaw
New York
$886K -$9.94K -72 -1%
PA
488
Profund Advisors
Maryland
$879K +$76.5K +554 +10%
BB
489
Busey Bank
Illinois
$877K +$31.9K +231 +4%
SLF
490
Sun Life Financial
Ontario, Canada
$876K +$8.14K +59 +1%
PAG
491
Private Advisor Group
New Jersey
$872K -$322K -2,334 -28%
HCM
492
Highlander Capital Management
New Jersey
$868K
IB
493
Intrust Bank
Kansas
$863K +$4.69K +34 +0.6%
LOAMS
494
Lombard Odier Asset Management (Switzerland)
Switzerland
$858K +$401K +2,908 +97%
Bank of Nova Scotia
495
Bank of Nova Scotia
Ontario, Canada
$852K +$14.9K +108 +2%
NIT
496
NumerixS Investment Technologies
British Columbia, Canada
$838K +$796K +5,768 New
LS
497
Livforsakringsbolaget Skandia
Sweden
$835K -$128K -927 -14%
TPCW
498
TD Private Client Wealth
New York
$831K +$790K +5,721 New
Rafferty Asset Management
499
Rafferty Asset Management
New York
$831K +$790K +5,721 New
SC
500
Schulhoff & Co
Ohio
$825K

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.