We are live on ! Find out more
ZBH icon

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
LCP
551
Legacy Capital Partners
Wisconsin
$537K -$214K -1,655 -29%
NB
552
Nicolet Bankshares
Wisconsin
$536K
CB
553
CNB Bank
Pennsylvania
$534K -$191K -1,480 -27%
MCIM
554
Meadow Creek Investment Management
Georgia
$525K -$91.5K -708 -15%
CG
555
Colony Group
Massachusetts
$524K +$28.7K +222 +6%
BF
556
BOK Financial
Oklahoma
$519K +$10.6K +82 +2%
VF
557
Virtu Financial
New York
$517K +$40.8K +316 +9%
TWA
558
TCI Wealth Advisors
Arizona
$516K
VIA
559
Vident Investment Advisory
Georgia
$513K +$5.17K +40 +1%
CCA
560
Cobblestone Capital Advisors
New York
$511K -$16.8K -130 -3%
GT
561
Glenview Trust
Kentucky
$505K -$21.3K -165 -4%
EWM
562
Evercore Wealth Management
New York
$505K +$44.2K +342 +10%
ATC
563
Argent Trust Co
Tennessee
$499K +$13K +101 +3%
RIM
564
Rampart Investment Management
Connecticut
$495K -$29.3K -227 -6%
CNBT
565
Canandaigua National Bank & Trust
New York
$493K -$35.5K -275 -7%
TCOT
566
Trust Company of Toledo
Ohio
$492K -$258 -2 -0.1%
AIP
567
Ameritas Investment Partners
Nebraska
$487K
MA
568
MUFG Americas
New York
$486K +$4.13K +32 +0.9%
HC
569
Hourglass Capital
Texas
$485K -$53.2K -412 -10%
FNBTCON
570
First National Bank & Trust Co of Newtown
Pennsylvania
$485K -$4.78K -37 -1%
RIL
571
Rothschild Investment LLC
Illinois
$480K -$10.9M -84,160 -96%
NIA
572
Northstar Investment Advisors
Colorado
$474K +$223K +1,730 +97%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$468K -$39.9K -309 -8%
EMG
574
Ellington Management Group
Connecticut
$467K +$452K +3,502 New
BS
575
Boenning & Scattergood
Pennsylvania
$461K +$447K +3,459 New

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.