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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
CFFP
551
Center for Financial Planning
Michigan
$615K +$584K +4,233 New
ASN
552
Advisory Services Network
Georgia
$612K +$57.7K +418 +11%
TCOV
553
Trust Company of Vermont
Vermont
$611K +$3.45K +25 +0.6%
BCWM
554
Bartlett & Co Wealth Management
Ohio
$604K -$105K -760 -15%
PTC
555
Philadelphia Trust Company
Pennsylvania
$602K -$13.5K -98 -2%
AAP
556
Ardsley Advisory Partners
Connecticut
$599K -$569K -4,120 -50%
TAM
557
Trillium Asset Management
Massachusetts
$599K -$70K -507 -11%
NAM
558
Nexpoint Asset Management
Texas
$599K
CB
559
Community Bank
New York
$599K +$569K +4,120 New
ACA
560
Atlas Capital Advisors
Wyoming
$599K
KCM
561
Kanawha Capital Management
Virginia
$588K +$154K +1,119 +38%
GIM
562
Greylin Investment Management
Virginia
$584K -$124K -901 -18%
NB
563
Nicolet Bankshares
Wisconsin
$584K
CCFCSB
564
Cape Cod Five Cents Savings Bank
Massachusetts
$581K -$34.8K -252 -6%
BF
565
BOK Financial
Oklahoma
$577K +$10.6K +77 +2%
PIA
566
Piedmont Investment Advisors
North Carolina
$577K +$93.9K +680 +21%
Luther King Capital Management (LKCM)
567
Luther King Capital Management (LKCM)
Texas
$572K +$126K +911 +30%
GT
568
Glenview Trust
Kentucky
$569K +$17.1K +124 +3%
AP
569
Advisor Partners
California
$568K +$80.5K +583 +17%
TWA
570
TCI Wealth Advisors
Arizona
$563K
LCP
571
Legacy Capital Partners
Wisconsin
$558K -$26.2K -190 -5%
CCA
572
Cobblestone Capital Advisors
New York
$557K
PIM
573
Partner Investment Management
California
$552K -$1.99M -14,419 -79%
DTL
574
Dynamic Technology Lab
Singapore
$552K -$218K -1,582 -29%
TCOT
575
Trust Company of Toledo
Ohio
$546K +$9.8K +71 +2%

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.