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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
DCM
501
Dean Capital Management
Kansas
$704K -$28.3K -219 -4%
FBC
502
Fairfield, Bush & Co
Connecticut
$694K
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$689K +$11.8K +91 +2%
KS
504
Karpas Strategies
Connecticut
$681K
SBH
505
Segall Bryant & Hamill
Illinois
$677K
KRSITF
506
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$665K +$76.2K +590 +13%
RGC
507
Roberts, Glore & Co
Illinois
$662K
CC
508
Courier Capital
New York
$661K -$4K -31 -0.6%
VLKIM
509
Van Lanschot Kempen Investment Management
Netherlands
$659K -$258K -2,001 -29%
HW
510
Hancock Whitney
Mississippi
$656K -$2.2K -17 -0.3%
BCWM
511
Bartlett & Co Wealth Management
Ohio
$655K +$97.1K +752 +18%
AA
512
ALPS Advisors
Colorado
$655K -$267K -2,068 -30%
GIM
513
Greylin Investment Management
Virginia
$655K -$43.3K -335 -6%
BC
514
Bartlett & Co
Ohio
$654K +$97.1K +752 +18%
TRCT
515
Tower Research Capital (TRC)
New York
$653K +$625K +4,842 +8,070%
LDB
516
Lee, Danner & Bass
Tennessee
$645K
GCP
517
GSA Capital Partners
United Kingdom
$637K -$998K -7,728 -62%
FWCM
518
Ferguson Wellman Capital Management
Oregon
$634K
TWI
519
Thomas White International
Illinois
$631K
MIA
520
MainStreet Investment Advisors
Illinois
$630K -$388 -3 -0.1%
BDWM
521
Brewin Dolphin Wealth Management
Ireland
$627K
JCM
522
Janney Capital Management
Pennsylvania
$627K -$31.6K -245 -5%
PA
523
Probity Advisors
Texas
$626K +$2.71K +21 +0.4%
PCM
524
Pointe Capital Management
Michigan
$626K +$78.9K +611 +15%
Aristotle Capital Management
525
Aristotle Capital Management
California
$618K -$2.07K -16 -0.3%

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.