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Zimmer Biomet

884 hedge funds and large institutions have $18.7B invested in Zimmer Biomet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 327 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 91.46%91.96% (+0.5%)

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 327

7% less call options, than puts

Call options by funds: $43.9M | Put options by funds: $47M

11% less funds holding

Funds holding: 990884 (-106)

32% less capital invested

Capital invested by funds: $27.3B → $18.7B (-$8.66B)

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

57% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 163

Holders
884
Holders Change
-106
Holders Change %
-10.71%
% of All Funds
19.48%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.33%
New
70
Increased
311
Reduced
327
Closed
163
Calls
$43.9M
Puts
$47M
Net Calls
-$3.08M
Net Calls Change
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Brookstone Capital Management
Illinois
$440K +$524 +4 +0.1%
PK
527
Pflug Koory
Nebraska
$437K -$13.5K -103 -2%
CPO
528
Cerity Partners OCIO
New York
$437K +$42.2K +322 +8%
Bank Julius Baer & Co
529
Bank Julius Baer & Co
Switzerland
$434K +$579K +4,418 New
FBA
530
Front Barnett Associates
Illinois
$432K +$577K +4,398 New
MIC
531
Meridian Investment Counsel
California
$429K -$20.3K -155 -3%
FWCM
532
Ferguson Wellman Capital Management
Oregon
$426K -$26.5K -202 -4%
MA
533
MUFG Americas
New York
$418K +$77.6K +592 +16%
CFFP
534
Center for Financial Planning
Michigan
$415K
TAM
535
Trillium Asset Management
Massachusetts
$413K +$11.4K +87 +2%
BCWM
536
Bartlett & Co Wealth Management
Ohio
$408K
BC
537
Bartlett & Co
Ohio
$407K +$544K +4,148 New
PA
538
Profund Advisors
Maryland
$406K -$251K -1,912 -32%
RGI
539
River Global Investors
United Kingdom
$406K +$541K +4,130 New
CB
540
Community Bank
New York
$404K
NAM
541
Nexpoint Asset Management
Texas
$404K
NB
542
Nicolet Bankshares
Wisconsin
$395K
SVWAG
543
Sound View Wealth Advisors Group
Georgia
$394K +$126K +960 +31%
JCM
544
Janney Capital Management
Pennsylvania
$393K -$92.4K -705 -15%
KCM
545
Kanawha Capital Management
Virginia
$391K -$7.73K -59 -1%
TCOV
546
Trust Company of Vermont
Vermont
$385K -$35.9K -274 -7%
GT
547
Glenview Trust
Kentucky
$384K
IG
548
ING Group
Netherlands
$380K -$1.4M -10,659 -73%
Simplex Trading
549
Simplex Trading
Illinois
$380K +$508K +3,875 New
CFA
550
Carroll Financial Associates
North Carolina
$377K +$135K +1,030 +37%

ZBH Hedge Fund Activity: Q1 2020 in Review

884 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2020, worth a combined $18.7B — down 32% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZBH and 70 opened new positions — a net loss of 93 holders — while 327 trimmed existing stakes and 311 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.06B. The largest seller was Jennison Associates, cutting an estimated $138M.

  • 884 institutional investors held Zimmer Biomet (ZBH) as of Q1 2020, down from 990 in Q4 2019.
  • Funds reported $18.7B of Zimmer Biomet stock for Q1 2020, down 32% quarter-over-quarter.
  • 70 funds opened new Zimmer Biomet positions in Q1 2020 and 163 closed out, a net change of -93 holders.
  • The largest Zimmer Biomet buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.06B added.
  • The largest Zimmer Biomet seller in Q1 2020 was Jennison Associates, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2020.