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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
MIC
526
Meridian Investment Counsel
California
$617K -$904 -7 -0.2%
TAM
527
Trillium Asset Management
Massachusetts
$617K +$2.33K +18 +0.4%
OAM
528
Oxford Asset Management
United Kingdom
$614K -$10.7M -82,634 -95%
NB
529
NBT Bank
New York
$614K -$5.55K -43 -0.9%
BNP Paribas Asset Management
530
BNP Paribas Asset Management
France
$609K -$250K -1,937 -30%
PK
531
Pflug Koory
Nebraska
$607K
ECM
532
Estabrook Capital Management
New York
$605K
MYAM
533
Meiji Yasuda Asset Management
Japan
$596K +$578K +4,475 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$595K +$5.17K +40 +0.9%
WT
535
Whittier Trust
California
$593K +$27.8K +215 +5%
BCM
536
Brookstone Capital Management
Illinois
$586K +$568K +4,399 New
CC
537
Centiva Capital
New York
$585K +$567K +4,390 New
B
538
Barings
North Carolina
$581K
FAAS
539
First Allied Advisory Services
California
$579K +$30.4K +235 +6%
CCFCSB
540
Cape Cod Five Cents Savings Bank
Massachusetts
$567K +$5.3K +41 +1%
PTC
541
Philadelphia Trust Company
Pennsylvania
$566K +$13.3K +103 +2%
SVWAG
542
Sound View Wealth Advisors Group
Georgia
$559K -$55.9K -433 -9%
TCOV
543
Trust Company of Vermont
Vermont
$557K -$2.97K -23 -0.5%
WIC
544
Whitegate Investment Counselors
New Hampshire
$552K +$16.7K +129 +3%
ACA
545
Atlas Capital Advisors
Wyoming
$549K
NAM
546
Nexpoint Asset Management
Texas
$549K +$532K +4,120 New
VAS
547
Vestmark Advisory Solutions
Massachusetts
$544K -$23.1K -179 -4%
TAM
548
Tiverton Asset Management
Delaware
$541K -$199K -1,539 -27%
CA
549
Clearstead Advisors
Ohio
$541K -$15.4K -119 -3%
First Trust Advisors
550
First Trust Advisors
Illinois
$541K +$9.95K +77 +2%

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.