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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
P
626
Pitcairn
Pennsylvania
$437K -$368K -2,669 -47%
MERSOM
627
Municipal Employees' Retirement System of Michigan
Michigan
$436K +$5.66K +41 +1%
ED
628
Exane Derivatives
France
$435K +$418K +3,025 New
WTC
629
WhitTier Trust Company
Nevada
$435K
MFS
630
Mirabella Financial Services
United Kingdom
$435K +$413K +2,991 New
MC
631
Moors & Cabot
Massachusetts
$429K +$9.39K +68 +2%
CIBC World Market
632
CIBC World Market
Ontario, Canada
$424K -$53.3K -386 -12%
CCM
633
Compton Capital Management
Rhode Island
$421K
RHBC
634
R.H. Bluestein & Co
Michigan
$419K +$398K +2,884 New
Jones Financial Companies
635
Jones Financial Companies
Missouri
$417K +$38.9K +282 +11%
AAM
636
Advisors Asset Management
Colorado
$417K +$156K +1,130 +65%
AWM
637
Aberdeen Wealth Management
Illinois
$416K +$395K +2,862 New
CFA
638
Carroll Financial Associates
North Carolina
$409K -$34.5K -250 -8%
WS
639
Wedbush Securities
California
$404K -$34.9K -253 -8%
SPIA
640
Steward Partners Investment Advisory
New York
$403K +$87.5K +634 +30%
FA
641
FMA Advisory
Pennsylvania
$402K +$276 +2 +0.1%
SC
642
Solstein Capital
California
$402K +$382K +2,769 New
BP
643
Ballentine Partners
Massachusetts
$393K +$4.69K +34 +1%
CC
644
Cedar Capital
Illinois
$392K +$78.8K +571 +27%
CCG
645
Chatham Capital Group
Georgia
$388K
FB
646
Fulton Bank
Pennsylvania
$388K +$32.2K +233 +10%
QIM
647
Quantitative Investment Management
Virginia
$386K -$3.75M -27,133 -91%
GRP
648
Global Retirement Partners
California
$384K -$3.04K -22 -0.8%
NL
649
NWAM LLC
Washington
$373K +$354K +2,568 New
BCV
650
Banque Cantonale Vaudoise
Switzerland
$373K +$355K +2,573 New

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.