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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
IMRF
526
Illinois Municipal Retirement Fund
Illinois
$716K +$680K +4,928 New
MIA
527
MainStreet Investment Advisors
Illinois
$715K +$25.8K +187 +4%
NB
528
NBT Bank
New York
$705K +$33.8K +245 +5%
LDB
529
Lee, Danner & Bass
Tennessee
$703K
TWI
530
Thomas White International
Illinois
$689K
IIM
531
Intact Investment Management
Quebec, Canada
$688K +$256K +1,854 +64%
BDWM
532
Brewin Dolphin Wealth Management
Ireland
$684K
JCM
533
Janney Capital Management
Pennsylvania
$684K
PCM
534
Pointe Capital Management
Michigan
$680K -$1.93K -14 -0.3%
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$676K +$25.8K +187 +4%
Aristotle Capital Management
536
Aristotle Capital Management
California
$674K
CG
537
Colony Group
Massachusetts
$672K +$96.1K +696 +18%
PA
538
Probity Advisors
Texas
$669K -$12.8K -93 -2%
AA
539
ALPS Advisors
Colorado
$667K -$44.7K -324 -7%
MYAM
540
Meiji Yasuda Asset Management
Japan
$664K +$12.8K +93 +2%
PK
541
Pflug Koory
Nebraska
$662K
FWCM
542
Ferguson Wellman Capital Management
Oregon
$661K -$28.4K -206 -4%
ECM
543
Estabrook Capital Management
New York
$660K
TCM
544
Twin Capital Management
Pennsylvania
$659K +$626K +4,532 New
MIC
545
Meridian Investment Counsel
California
$658K -$14.2K -103 -2%
BCM
546
Brookstone Capital Management
Illinois
$651K +$10.8K +78 +2%
WT
547
Whittier Trust
California
$647K
BOH
548
Bank of Hawaii
Hawaii
$643K -$191K -1,383 -24%
CPO
549
Cerity Partners OCIO
New York
$627K -$539K -3,905 -49%
WIC
550
Whitegate Investment Counselors
New Hampshire
$619K +$16.3K +118 +3%

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.