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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
OPPTF
626
OPSEU Pension Plan Trust Fund
Ontario, Canada
$248K +$349K +2,663 New
SFO
627
Stokes Family Office
Louisiana
$247K +$524 +4 +0.2%
GCP
628
GSA Capital Partners
United Kingdom
$246K -$1.29M -9,835 -80%
MF
629
Magnetar Financial
Illinois
$246K +$329K +2,507 New
WP
630
WealthPLAN Partners
Nebraska
$244K -$13.4K -102 -4%
AWS
631
AJ Wealth Strategies
New York
$243K +$324K +2,472 New
VAS
632
Vestmark Advisory Solutions
Massachusetts
$243K +$324K +2,473 New
TNB
633
TCF National Bank
South Dakota
$242K -$131 -1 -0%
BDF
634
Balasa Dinverno & Foltz
$238K +$26.1K +199 +9%
SC
635
Savant Capital
Illinois
$237K +$132K +1,005 +71%
FRM
636
Fox Run Management
Connecticut
$236K +$315K +2,406 New
AI
637
Atom Investors
Texas
$234K -$136K -1,040 -30%
RCM
638
Radnor Capital Management
Pennsylvania
$232K
ANTB
639
AMG National Trust Bank
Colorado
$230K -$1.09M -8,295 -78%
SCM
640
Stonebridge Capital Management
California
$229K
CIBC World Market
641
CIBC World Market
Ontario, Canada
$228K -$77.5K -591 -20%
IAA
642
Independent Advisor Alliance
North Carolina
$225K +$75.1K +573 +33%
QAM
643
QCI Asset Management
New York
$222K -$1.04M -7,916 -78%
BMC
644
Beaton Management Company
Massachusetts
$222K
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$222K
BC
646
Brinker Capital
Pennsylvania
$220K +$7.87K +60 +3%
BOH
647
Bank of Hawaii
Hawaii
$219K -$288K -2,194 -50%
SLAM
648
Swiss Life Asset Management
$219K -$28.3K -216 -9%
FLPIM
649
F.L. Putnam Investment Management
Massachusetts
$218K -$38.1K -291 -12%
CFA
650
Camarda Financial Advisors
Florida
$218K

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.