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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
HCM
651
Hengehold Capital Management
Ohio
$372K
HTC
652
Haverford Trust Company
Pennsylvania
$367K
SFO
653
Stokes Family Office
Louisiana
$365K +$347K +2,513 New
FLPIM
654
F.L. Putnam Investment Management
Massachusetts
$364K +$346K +2,508 New
C
655
Cerebellum
California
$362K -$117K -846 -25%
WP
656
WealthPLAN Partners
Nebraska
$361K +$31.2K +226 +11%
TNB
657
TCF National Bank
South Dakota
$358K -$38.2K -277 -10%
MML Investors Services
658
MML Investors Services
Massachusetts
$358K +$11.6K +84 +4%
SLAM
659
Swiss Life Asset Management
$355K
ECM
660
Evergreen Capital Management
Washington
$355K +$114K +824 +51%
NC
661
Noked Capital
Israel
$344K +$327K +2,369 New
NI
662
Noked Israel
Israel
$344K +$327K +2,369 New
RCM
663
Radnor Capital Management
Pennsylvania
$343K -$5.52K -40 -2%
CCP
664
Corient Capital Partners
California
$342K +$12K +87 +4%
WP
665
WealthShield Partners
North Carolina
$342K +$33K +239 +11%
SCM
666
Stonebridge Capital Management
California
$339K
ACM
667
AlphaCrest Capital Management
New York
$336K -$702K -5,084 -69%
CAM
668
Cresset Asset Management
Illinois
$336K +$75.5K +547 +31%
Wealthfront Advisers
669
Wealthfront Advisers
California
$333K +$26K +188 +9%
CFB
670
Cullen/Frost Bankers
Texas
$332K -$966 -7 -0.3%
SYBT
671
Stock Yards Bank & Trust
Kentucky
$332K +$14.2K +103 +5%
CC
672
ClearArc Capital
Ohio
$329K -$126K -914 -29%
BMC
673
Beaton Management Company
Massachusetts
$329K
FMII
674
Farmers & Merchants Investments Inc
Nebraska
$329K +$414 +3 +0.1%
NFG
675
Next Financial Group
Texas
$329K +$75.8K +549 +32%

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.