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Zimmer Biomet

884 hedge funds and large institutions have $18.7B invested in Zimmer Biomet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 327 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 91.46%91.96% (+0.5%)

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 327

7% less call options, than puts

Call options by funds: $43.9M | Put options by funds: $47M

11% less funds holding

Funds holding: 990884 (-106)

32% less capital invested

Capital invested by funds: $27.3B → $18.7B (-$8.66B)

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

57% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 163

Holders
884
Holders Change
-106
Holders Change %
-10.71%
% of All Funds
19.48%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.33%
New
70
Increased
311
Reduced
327
Closed
163
Calls
$43.9M
Puts
$47M
Net Calls
-$3.08M
Net Calls Change
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
476
Clifford Swan Investment Counsel
California
$603K
NIT
477
NumerixS Investment Technologies
British Columbia, Canada
$601K +$46.7K +356 +6%
NRS
478
Neville Rodie & Shaw
New York
$599K
LIA
479
LS Investment Advisors
Michigan
$587K -$92.7K -707 -11%
HCM
480
Highlander Capital Management
New Jersey
$586K
CI
481
Cigna Investments
Connecticut
$583K +$47.2K +360 +6%
BB
482
Busey Bank
Illinois
$582K -$12.6K -96 -2%
Bank of Nova Scotia
483
Bank of Nova Scotia
Ontario, Canada
$577K +$2.36K +18 +0.3%
ECM
484
ETrade Capital Management
Virginia
$574K -$183K -1,398 -19%
EGM
485
Engineers Gate Manager
New York
$566K -$1.6M -12,225 -68%
GG
486
Gofen & Glossberg
Illinois
$560K -$56.8K -433 -7%
BFS
487
Bradley Foster & Sargent
Connecticut
$557K
CC
488
Courier Capital
New York
$553K
HC
489
HNP Capital
New York
$553K +$666K +5,078 New
DCM
490
Dean Capital Management
Kansas
$547K +$28.7K +219 +4%
WT
491
Whittier Trust
California
$543K +$142K +1,080 +24%
SC
492
Schulhoff & Co
Ohio
$541K -$21.5K -164 -3%
DSC
493
Duncker Streett & Co
Missouri
$537K -$5.24K -40 -0.7%
CG
494
Cutler Group
California
$535K +$716K +5,459 New
CG
495
Colony Group
Massachusetts
$532K +$104K +794 +17%
MHIC
496
Marble Harbor Investment Counsel
Massachusetts
$531K
CFMC
497
Curbstone Financial Management Corp
New Hampshire
$529K -$27K -206 -4%
AG
498
AlphaSimPlex Group
Massachusetts
$526K -$497K -3,789 -41%
LCM
499
Landscape Capital Management
New Jersey
$521K +$697K +5,314 New
FBC
500
Fairfield, Bush & Co
Connecticut
$511K

ZBH Hedge Fund Activity: Q1 2020 in Review

884 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2020, worth a combined $18.7B — down 32% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZBH and 70 opened new positions — a net loss of 93 holders — while 327 trimmed existing stakes and 311 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.06B. The largest seller was Jennison Associates, cutting an estimated $138M.

  • 884 institutional investors held Zimmer Biomet (ZBH) as of Q1 2020, down from 990 in Q4 2019.
  • Funds reported $18.7B of Zimmer Biomet stock for Q1 2020, down 32% quarter-over-quarter.
  • 70 funds opened new Zimmer Biomet positions in Q1 2020 and 163 closed out, a net change of -93 holders.
  • The largest Zimmer Biomet buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.06B added.
  • The largest Zimmer Biomet seller in Q1 2020 was Jennison Associates, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2020.