We are live on ! Find out more
ZBH icon

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
Jones Financial Companies
601
Jones Financial Companies
Missouri
$290K +$11.7K +89 +3%
HTC
602
Haverford Trust Company
Pennsylvania
$289K +$55.3K +422 +17%
WP
603
WealthShield Partners
North Carolina
$287K +$75.5K +576 +25%
WPC
604
White Pine Capital
Minnesota
$286K -$13.5K -103 -3%
WS
605
Wedbush Securities
California
$286K +$17.3K +132 +5%
CCM
606
Compton Capital Management
Rhode Island
$284K
AWM
607
Aberdeen Wealth Management
Illinois
$281K
CCM
608
Coe Capital Management
Illinois
$276K +$369K +2,812 New
BCV
609
Banque Cantonale Vaudoise
Switzerland
$275K +$30.9K +236 +9%
SF
610
Synovus Financial
Georgia
$275K +$107K +814 +41%
FA
611
FMA Advisory
Pennsylvania
$272K +$262 +2 +0.1%
Acadian Asset Management
612
Acadian Asset Management
Massachusetts
$272K +$364K +2,775 New
AA
613
ALPS Advisors
Colorado
$264K -$249K -1,900 -41%
WIC
614
Whitegate Investment Counselors
New Hampshire
$264K -$206K -1,571 -37%
GRP
615
Global Retirement Partners
California
$264K +$6.42K +49 +2%
OFS
616
OneAscent Financial Services
Alabama
$263K +$351K +2,681 New
CCG
617
Chatham Capital Group
Georgia
$262K
BCA
618
Bay Colony Advisors
Massachusetts
$261K +$101K +772 +41%
CC
619
Cedar Capital
Illinois
$258K -$8.39K -64 -2%
PHAM
620
Portland Hill Asset Management
United Kingdom
$257K +$341K +2,602 New
MML Investors Services
621
MML Investors Services
Massachusetts
$256K +$18.9K +144 +6%
MC
622
Moors & Cabot
Massachusetts
$252K -$52.3K -399 -13%
BP
623
Ballentine Partners
Massachusetts
$251K -$20.4K -156 -6%
HCM
624
Hengehold Capital Management
Ohio
$251K
GT
625
Greenleaf Trust
Michigan
$250K +$152K +1,163 +84%

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.