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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
Jones Financial Companies
626
Jones Financial Companies
Missouri
$344K
BAMCO Inc
627
BAMCO Inc
New York
$343K +$333K +2,575 New
HCM
628
Hengehold Capital Management
Ohio
$341K
HTC
629
Haverford Trust Company
Pennsylvania
$336K
SLAM
630
Swiss Life Asset Management
$326K
FB
631
Fulton Bank
Pennsylvania
$325K
RCM
632
Radnor Capital Management
Pennsylvania
$320K
MML Investors Services
633
MML Investors Services
Massachusetts
$317K -$173K -1,336 -36%
SCM
634
Stonebridge Capital Management
California
$311K -$39.9K -309 -12%
CFB
635
Cullen/Frost Bankers
Texas
$306K +$24.8K +192 +9%
AF
636
Arrow Financial
New York
$304K -$16.5K -128 -5%
CCP
637
Corient Capital Partners
California
$303K +$293K +2,270 New
BMC
638
Beaton Management Company
Massachusetts
$302K -$2.71K -21 -0.9%
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$301K
BC
640
Brinker Capital
Pennsylvania
$299K -$33.5K -259 -10%
CBU
641
CIBC Bank USA
Illinois
$299K
WP
642
WealthPLAN Partners
Nebraska
$297K +$388 +3 +0.1%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$291K -$22.6K -175 -7%
LJHT
644
Laurie J. Hall Trustee
$290K -$26.6K -206 -9%
GG
645
Greenwood Gearhart
Arkansas
$290K -$25.3K -196 -8%
PFS
646
Physicians Financial Services
North Carolina
$289K
GIA
647
Gateway Investment Advisers
Ohio
$288K -$757K -5,861 -73%
PHK
648
Point72 Hong Kong
Hong Kong
$286K -$103K -798 -27%
AIM
649
Achmea Investment Management
Netherlands
$286K
SWM
650
Stockman Wealth Management
Montana
$286K

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.