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Zimmer Biomet

883 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.49% less ownership

Funds ownership: 92.39%91.9% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 313

1% less funds holding

Funds holding: 896883 (-13)

8% less capital invested

Capital invested by funds: $23.4B → $21.5B (-$1.91B)

43% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $53.2M

Holders
883
Holders Change
-13
Holders Change %
-1.45%
% of All Funds
19.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
76
Increased
295
Reduced
313
Closed
74
Calls
$30.5M
Puts
$53.2M
Net Calls
-$22.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
501
Wealthstreet Investment Advisors
Texas
$623K
PI
502
PineBridge Investments
New York
$616K +$631K +5,388 New
SC
503
Schulhoff & Co
Ohio
$614K
FHB
504
First Hawaiian Bank
Hawaii
$603K +$179K +1,531 +41%
GIM
505
Greylin Investment Management
Virginia
$600K -$3.04K -26 -0.5%
QT
506
Quantamental Technologies
New York
$598K +$547K +4,672 +842%
FBC
507
Fairfield, Bush & Co
Connecticut
$595K
BFS
508
Bradley Foster & Sargent
Connecticut
$589K -$147K -1,258 -20%
CC
509
Courier Capital
New York
$589K -$16.7K -143 -3%
SBH
510
Segall Bryant & Hamill
Illinois
$585K
KS
511
Karpas Strategies
Connecticut
$584K
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$581K +$27.1K +231 +5%
RGC
513
Roberts, Glore & Co
Illinois
$567K -$586 -5 -0.1%
OLA
514
Oliver Luxxe Assets
New Jersey
$567K +$566K +4,836 New
JCM
515
Janney Capital Management
Pennsylvania
$566K -$84.1K -718 -13%
HW
516
Hancock Whitney
Mississippi
$564K +$3.4K +29 +0.6%
LDB
517
Lee, Danner & Bass
Tennessee
$553K -$42.2K -360 -7%
SB
518
Simmons Bank
Arkansas
$545K
FWCM
519
Ferguson Wellman Capital Management
Oregon
$543K -$3.51K -30 -0.6%
TWI
520
Thomas White International
Illinois
$542K
MIA
521
MainStreet Investment Advisors
Illinois
$541K +$555K +4,736 New
BDWM
522
Brewin Dolphin Wealth Management
Ireland
$538K
PA
523
Probity Advisors
Texas
$534K -$11.4K -97 -2%
Aristotle Capital Management
524
Aristotle Capital Management
California
$532K -$234 -2 -0%
NB
525
NBT Bank
New York
$532K +$13.2K +113 +2%

ZBH Hedge Fund Activity: Q2 2019 in Review

883 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2019, worth a combined $21.5B — down 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ZBH positions and 74 closed out — a net gain of 2 holders — while 295 added to existing stakes and 313 trimmed.

The largest buyer was Nuveen, adding an estimated $500M. The largest seller was Longview Partners, exiting entirely with an estimated $294M sold.

  • 883 institutional investors held Zimmer Biomet (ZBH) as of Q2 2019, down from 896 in Q1 2019.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 76 funds opened new Zimmer Biomet positions in Q2 2019 and 74 closed out, a net change of +2 holders.
  • The largest Zimmer Biomet buyer in Q2 2019 was Nuveen, an estimated $500M added.
  • The largest Zimmer Biomet seller in Q2 2019 was Longview Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2019.