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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
EWM
576
Evercore Wealth Management
New York
$540K -$11K -80 -2%
BAMCO Inc
577
BAMCO Inc
New York
$539K +$156K +1,133 +44%
FAAS
578
First Allied Advisory Services
California
$537K -$80.9K -586 -14%
RIM
579
Rampart Investment Management
Connecticut
$537K -$2.62K -19 -0.5%
ATC
580
Argent Trust Co
Tennessee
$534K -$10.1K -73 -2%
VI
581
Vestcor Inc
New Brunswick, Canada
$534K +$507K +3,674 New
MA
582
MUFG Americas
New York
$533K +$3.31K +24 +0.7%
PI
583
PEAK6 Investments
Illinois
$533K +$424K +3,071 +514%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$530K -$211K -1,530 -30%
FNBTCON
585
First National Bank & Trust Co of Newtown
Pennsylvania
$529K
HC
586
Hourglass Capital
Texas
$529K
SWM
587
SeaCrest Wealth Management
New York
$527K +$39.9K +289 +9%
O
588
Ossiam
France
$526K -$235K -1,699 -32%
RIL
589
Rothschild Investment LLC
Illinois
$524K
EMG
590
Ellington Management Group
Connecticut
$524K +$14.2K +103 +3%
CNBT
591
Canandaigua National Bank & Trust
New York
$521K -$15.7K -114 -3%
CB
592
CNB Bank
Pennsylvania
$515K -$63.5K -460 -11%
AIP
593
Ameritas Investment Partners
Nebraska
$514K -$16.4K -119 -3%
Qube Research & Technologies (QRT)
594
Qube Research & Technologies (QRT)
United Kingdom
$514K +$488K +3,535 New
NIA
595
Northstar Investment Advisors
Colorado
$510K
LWCFA
596
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$509K -$1.1K -8 -0.2%
AFM
597
Anson Funds Management
Texas
$509K +$483K +3,502 New
BS
598
Boenning & Scattergood
Pennsylvania
$503K
FNFDCM
599
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$500K
AI
600
Atom Investors
Texas
$497K -$2.7M -19,530 -85%

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.