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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
CAM
576
Cresset Asset Management
Illinois
$327K +$132K +1,009 +44%
DI
577
Diligent Investors
California
$323K -$13.5K -103 -3%
CI
578
Conning Inc
Connecticut
$321K -$655 -5 -0.2%
HB
579
Horizon Bancorp
Indiana
$320K -$312K -2,377 -42%
SWA
580
Sutton Wealth Advisors
Florida
$318K +$393 +3 +0.1%
NNP
581
Nachman Norwood & Parrott
South Carolina
$318K -$3.67K -28 -0.9%
AP
582
Advisor Partners
California
$316K -$95.2K -726 -18%
HCA
583
Horan Capital Advisors
Ohio
$314K +$365K +2,786 +680%
BS
584
Boenning & Scattergood
Pennsylvania
$313K -$35.8K -273 -8%
SBL
585
Sargent Bickham Lagudis
Colorado
$312K +$3.41K +26 +0.8%
CNBT
586
Canandaigua National Bank & Trust
New York
$311K -$54K -412 -11%
ISL
587
Ingalls & Snyder LLC
New York
$310K
LCP
588
Legacy Capital Partners
Wisconsin
$307K -$93.2K -711 -19%
SFS
589
Sowell Financial Services
Arkansas
$307K +$3.93K +30 +1%
ETC
590
Exchange Traded Concepts
Oklahoma
$303K
AIA
591
Armor Investment Advisors
North Carolina
$302K -$27K -206 -6%
RWA
592
Ropes Wealth Advisors
Massachusetts
$302K +$2.88K +22 +0.7%
PI
593
PEAK6 Investments
Illinois
$298K -$83K -633 -17%
CB
594
CNB Bank
Pennsylvania
$298K -$67.1K -512 -14%
VFA
595
Voya Financial Advisors
Connecticut
$296K -$18.1K -138 -4%
FCFC
596
First Commonwealth Financial Corp
Pennsylvania
$296K
CA
597
Commerzbank Aktiengesellschaft
Germany
$296K +$396K +3,020 New
IMRF
598
Illinois Municipal Retirement Fund
Illinois
$294K -$254K -1,937 -39%
MERSOM
599
Municipal Employees' Retirement System of Michigan
Michigan
$294K
WTC
600
WhitTier Trust Company
Nevada
$294K

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.