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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
RP
601
Reinhart Partners
Wisconsin
$496K -$318K -2,307 -40%
DIM
602
DC Investments Management
Virginia
$494K
DI
603
Diligent Investors
California
$494K
LA
604
Legacy Advisors
Pennsylvania
$493K
RSC
605
Red Spruce Capital
Pennsylvania
$484K +$460K +3,330 New
CA
606
Clearstead Advisors
Ohio
$481K -$104K -752 -19%
AIA
607
Armor Investment Advisors
North Carolina
$477K -$14.2K -103 -3%
CI
608
Conning Inc
Connecticut
$476K -$20K -145 -4%
NNP
609
Nachman Norwood & Parrott
South Carolina
$475K +$9.11K +66 +2%
AF
610
Alerus Financial
North Dakota
$474K +$450K +3,261 New
MME
611
Meag Munich Ergo
Germany
$473K -$1.55M -11,234 -77%
SWA
612
Sutton Wealth Advisors
Florida
$471K
VFA
613
Voya Financial Advisors
Connecticut
$468K +$17.7K +128 +4%
TSS
614
Two Sigma Securities
New York
$461K +$438K +3,173 New
ISL
615
Ingalls & Snyder LLC
New York
$460K -$3.59K -26 -0.8%
SBL
616
Sargent Bickham Lagudis
Colorado
$458K
TCM
617
Teza Capital Management
Illinois
$457K -$477K -3,458 -52%
IRF
618
IBM Retirement Fund
New York
$454K -$17.1K -124 -4%
SFS
619
Sowell Financial Services
Arkansas
$450K +$7.59K +55 +2%
ETC
620
Exchange Traded Concepts
Oklahoma
$449K +$426K +3,087 New
SVWAG
621
Sound View Wealth Advisors Group
Georgia
$445K -$157K -1,136 -27%
RWA
622
Ropes Wealth Advisors
Massachusetts
$444K -$7.04K -51 -2%
FCFC
623
First Commonwealth Financial Corp
Pennsylvania
$439K -$5.66K -41 -1%
MIP
624
Marietta Investment Partners
Wisconsin
$439K
WPC
625
White Pine Capital
Minnesota
$438K -$42.7K -309 -9%

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.