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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
GWM
676
Geneos Wealth Management
Colorado
$195K
TWI
677
Thomas White International
Illinois
$192K -$365K -2,781 -59%
AF
678
Arrow Financial
New York
$186K -$16.9K -129 -6%
WAM
679
Wolverine Asset Management
Illinois
$186K +$249K +1,896 New
CF
680
Centaurus Financial
California
$184K +$61.1K +466 +33%
ED
681
Exane Derivatives
France
$178K -$159K -1,210 -40%
RIM
682
Rampart Investment Management
Connecticut
$175K -$250K -1,909 -52%
FANJ
683
Financial Architects (New Jersey)
New Jersey
$170K -$8.78K -67 -4%
WB
684
Webster Bank
Connecticut
$162K
MCM
685
Manchester Capital Management
Vermont
$156K
FMLI
686
Fukoku Mutual Life Insurance
Japan
$152K
AIM
687
Anchor Investment Management
South Carolina
$152K -$3.41K -26 -2%
AW
688
Alpha Windward
Massachusetts
$150K -$8.52K -65 -4%
O
689
Ossiam
France
$146K -$280K -2,138 -59%
PHK
690
Point72 Hong Kong
Hong Kong
$138K +$136K +1,041 +282%
CFG
691
Citizens Financial Group
Rhode Island
$133K -$10.6K -81 -6%
BFEC
692
Benjamin F. Edwards & Company
Missouri
$131K -$11.3K -86 -6%
S
693
SignatureFD
Georgia
$123K +$44.8K +342 +38%
SCA
694
Stonebridge Capital Advisors
Minnesota
$121K -$20.3K -155 -11%
EWM
695
Endurance Wealth Management
Rhode Island
$121K
BFM
696
Boston Financial Management
Massachusetts
$110K +$147K +1,124 New
IFAM
697
Institutional & Family Asset Management
Colorado
$107K
MRCM
698
M&R Capital Management
New Jersey
$105K
AIC
699
Ameritas Investment Company
Nebraska
$104K +$135K +1,030 +844%
RE
700
RBC Europe
United Kingdom
$101K -$21.6K -165 -14%

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.