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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
CBU
676
CIBC Bank USA
Illinois
$326K
BBVA
677
Banco Bilbao Vizcaya Argentaria
Spain
$325K +$309K +2,240 New
BDF
678
Balasa Dinverno & Foltz
$324K +$12.8K +93 +4%
CFA
679
Camarda Financial Advisors
Florida
$323K -$52.3K -379 -15%
FIM
680
Frontier Investment Management
Texas
$318K +$25.7K +186 +9%
BC
681
Brinker Capital
Pennsylvania
$317K -$8.28K -60 -3%
GG
682
Greenwood Gearhart
Arkansas
$316K
LJHT
683
Laurie J. Hall Trustee
$316K
PFS
684
Physicians Financial Services
North Carolina
$315K
HIA
685
Harbor Investment Advisory
Maryland
$315K +$299K +2,169 New
PFBT
686
Parkside Financial Bank & Trust
Missouri
$313K +$164K +1,189 +124%
MAFM
687
Mid Atlantic Financial Management
Pennsylvania
$312K -$118K -852 -28%
SWM
688
Stockman Wealth Management
Montana
$312K
LOAME
689
Lombard Odier Asset Management (Europe)
United Kingdom
$310K
AP
690
Appleton Partners
Massachusetts
$310K +$295K +2,136 New
GWM
691
Geneos Wealth Management
Colorado
$309K -$9.39K -68 -3%
DHFB
692
Dixon Hubard Feinour & Brown
Virginia
$307K
FCB
693
First Command Bank
Texas
$303K
FCFS
694
First Command Financial Services
Texas
$303K
PFSC
695
Peoples Financial Services Corp
Pennsylvania
$302K
DZ Bank
696
DZ Bank
Germany
$301K +$28.4K +206 +11%
FNBOH
697
First National Bank of Hutchinson
Kansas
$300K +$36.4K +264 +15%
BA
698
Birinyi Associates
Connecticut
$299K
HAIM
699
Hunter Associates Investment Management
Pennsylvania
$299K
ZCA
700
Zeke Capital Advisors
Pennsylvania
$299K

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.