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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
BFS
501
Bradley Foster & Sargent
Connecticut
$824K
HB
502
Horizon Bancorp
Indiana
$819K +$778K +5,639 New
TC
503
TwinBeech Capital
New York
$815K +$774K +5,610 New
CFMC
504
Curbstone Financial Management Corp
New Hampshire
$814K
CI
505
Cigna Investments
Connecticut
$803K -$88.5K -641 -10%
DSC
506
Duncker Streett & Co
Missouri
$800K
WIA
507
Wealthstreet Investment Advisors
Texas
$792K
MHIC
508
Marble Harbor Investment Counsel
Massachusetts
$786K -$14.2K -103 -2%
CT
509
Caldwell Trust
Florida
$786K +$746K +5,405 New
PTC
510
Private Trust Company
Ohio
$785K -$690 -5 -0.1%
CIM
511
CIM Investment Management
Pennsylvania
$782K
DCM
512
Dean Capital Management
Kansas
$778K +$9.66K +70 +1%
Twin Tree Management
513
Twin Tree Management
Texas
$775K -$674K -4,881 -48%
FBC
514
Fairfield, Bush & Co
Connecticut
$756K -$690 -5 -0.1%
SM
515
Sciencast Management
New Jersey
$753K -$419K -3,037 -37%
HI
516
Horizon Investments
North Carolina
$748K +$711K +5,148 New
QT
517
Quantamental Technologies
New York
$743K +$280K +2,025 +66%
PRC
518
Pearl River Capital
Michigan
$743K +$677K +4,905 +2,325%
KS
519
Karpas Strategies
Connecticut
$742K
SBH
520
Segall Bryant & Hamill
Illinois
$739K
OAM
521
Optimal Asset Management
California
$739K +$702K +5,086 New
CC
522
Courier Capital
New York
$733K -$5.66K -41 -0.8%
JG
523
Jefferies Group
New York
$731K -$3.08M -22,321 -82%
Rockefeller Capital Management
524
Rockefeller Capital Management
New York
$729K -$94.8K -687 -12%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$729K +$4K +29 +0.6%

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.