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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
CFB
651
Cullen/Frost Bankers
Texas
$213K -$15.3K -117 -5%
GG
652
Greenwood Gearhart
Arkansas
$213K
PFS
653
Physicians Financial Services
North Carolina
$213K
SWM
654
Stockman Wealth Management
Montana
$211K
AP
655
Appleton Partners
Massachusetts
$210K
DWA
656
Douglass Winthrop Advisors
New York
$209K -$1.26M -9,585 -82%
LOAME
657
Lombard Odier Asset Management (Europe)
United Kingdom
$209K
ER
658
Enlightenment Research
Florida
$208K +$207K +1,577 New
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$207K -$498K -3,802 -64%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$207K -$6.68K -51 -2%
DHFB
661
Dixon Hubard Feinour & Brown
Virginia
$207K
ITIM
662
Indiana Trust & Investment Management
Indiana
$207K +$41.8K +319 +18%
SPC
663
Sigma Planning Corp
Michigan
$207K +$70.4K +537 +34%
DZ Bank
664
DZ Bank
Germany
$206K +$3.28K +25 +1%
FCB
665
First Command Bank
Texas
$205K
FCFS
666
First Command Financial Services
Texas
$205K
FIM
667
Frontier Investment Management
Texas
$204K -$14K -107 -5%
MAFM
668
Mid Atlantic Financial Management
Pennsylvania
$204K -$8.65K -66 -3%
PFSC
669
Peoples Financial Services Corp
Pennsylvania
$204K
GIA
670
Gateway Investment Advisers
Ohio
$204K +$13.2K +101 +5%
RHBC
671
R.H. Bluestein & Co
Michigan
$202K -$108K -824 -29%
HAIM
672
Hunter Associates Investment Management
Pennsylvania
$202K
FNBOO
673
First National Bank of Omaha
Nebraska
$202K +$787 +6 +0.3%
GP
674
Geneva Partners
Wisconsin
$202K +$270K +2,056 New
HIA
675
Harbor Investment Advisory
Maryland
$197K -$21.4K -163 -8%

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.