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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
RI
651
Ridgewood Investments
New Jersey
$285K -$247K -1,913 -47%
BDF
652
Balasa Dinverno & Foltz
$285K -$12K -93 -4%
SPIA
653
Steward Partners Investment Advisory
New York
$285K -$7.49K -58 -3%
GWM
654
Geneos Wealth Management
Colorado
$285K +$21.8K +169 +8%
LOAME
655
Lombard Odier Asset Management (Europe)
United Kingdom
$284K
CC
656
Cedar Capital
Illinois
$283K +$275K +2,126 New
DHFB
657
Dixon Hubard Feinour & Brown
Virginia
$281K -$1.68K -13 -0.6%
Wealthfront Advisers
658
Wealthfront Advisers
California
$281K +$19.1K +148 +8%
WP
659
WealthShield Partners
North Carolina
$281K +$273K +2,112 New
FCB
660
First Command Bank
Texas
$278K
FCFS
661
First Command Financial Services
Texas
$278K
PFSC
662
Peoples Financial Services Corp
Pennsylvania
$277K
ZCA
663
Zeke Capital Advisors
Pennsylvania
$275K -$13.3K -103 -5%
BA
664
Birinyi Associates
Connecticut
$275K
HAIM
665
Hunter Associates Investment Management
Pennsylvania
$274K -$4K -31 -1%
FNBOO
666
First National Bank of Omaha
Nebraska
$273K
CT
667
Cambridge Trust
Massachusetts
$270K
AC
668
Alexandria Capital
Virginia
$269K
FIM
669
Frontier Investment Management
Texas
$267K -$12K -93 -4%
SF
670
Synovus Financial
Georgia
$266K
EA
671
Emerald Advisers
Pennsylvania
$265K -$50.8K -393 -16%
MBTD
672
Mechanics Bank - Trust Department
California
$263K
ASA
673
Armstrong Shaw Associates
Connecticut
$261K
QT
674
Quantbot Technologies
New York
$256K -$4.18M -32,346 -94%
CIC
675
Cutler Investment Counsel
Oregon
$255K

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.