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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
CFA
601
Carroll Financial Associates
North Carolina
$408K
FCFC
602
First Commonwealth Financial Corp
Pennsylvania
$408K
VFA
603
Voya Financial Advisors
Connecticut
$405K -$258 -2 -0.1%
WS
604
Wedbush Securities
California
$405K +$11.1K +86 +3%
SFS
605
Sowell Financial Services
Arkansas
$405K +$393K +3,039 New
Luther King Capital Management (LKCM)
606
Luther King Capital Management (LKCM)
Texas
$403K
MIP
607
Marietta Investment Partners
Wisconsin
$402K
LOAMS
608
Lombard Odier Asset Management (Switzerland)
Switzerland
$400K -$470K -3,639 -55%
MAFM
609
Mid Atlantic Financial Management
Pennsylvania
$400K -$115K -888 -23%
WTC
610
WhitTier Trust Company
Nevada
$399K
MERSOM
611
Municipal Employees' Retirement System of Michigan
Michigan
$394K +$8.01K +62 +2%
KCM
612
Kanawha Capital Management
Virginia
$390K +$28.4K +220 +8%
MC
613
Moors & Cabot
Massachusetts
$389K +$26.4K +204 +8%
BRWA
614
B. Riley Wealth Advisors
Florida
$389K +$58.8K +455 +18%
LCM
615
Laurion Capital Management
New York
$387K +$375K +2,905 New
CCM
616
Compton Capital Management
Rhode Island
$386K -$20K -155 -5%
IIM
617
Intact Investment Management
Quebec, Canada
$384K
FA
618
FMA Advisory
Pennsylvania
$369K +$258 +2 +0.1%
TNB
619
TCF National Bank
South Dakota
$366K +$354K +2,741 New
KB
620
Kimelman & Baird
New York
$357K
CCG
621
Chatham Capital Group
Georgia
$356K
GRP
622
Global Retirement Partners
California
$355K -$3.75K -29 -1%
BP
623
Ballentine Partners
Massachusetts
$355K +$30K +232 +10%
PIM
624
Penobscot Investment Management
Massachusetts
$351K -$15.9K -123 -4%
CFA
625
Camarda Financial Advisors
Florida
$347K

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.