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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
OCM
701
One Capital Management
California
$229K +$222K +1,717 New
NFG
702
Next Financial Group
Texas
$228K +$33.5K +259 +18%
HAG
703
HighPoint Advisor Group
Illinois
$226K -$646 -5 -0.3%
SFC
704
SYM Financial Corp
Indiana
$222K -$20.3K -157 -9%
WB
705
Webster Bank
Connecticut
$220K
AWM
706
Aries Wealth Management
Maine
$220K +$214K +1,658 New
PP
707
Prudential plc
United Kingdom
$219K -$19.8K -153 -9%
SFG
708
SevenBridge Financial Group
Pennsylvania
$217K -$4K -31 -2%
ECM
709
Evergreen Capital Management
Washington
$216K +$210K +1,622 New
MRCM
710
M&R Capital Management
New Jersey
$214K
CBN
711
Cadence Bank NA
Texas
$214K +$208K +1,608 New
SWA
712
Stratos Wealth Advisors
Ohio
$213K +$206K +1,595 New
HCM
713
Howland Capital Management
Massachusetts
$213K +$207K +1,600 New
APA
714
American Portfolios Advisors
New York
$213K +$140K +1,082 +211%
AW
715
Alpha Windward
Massachusetts
$212K
MCM
716
Manchester Capital Management
Vermont
$212K
KP
717
Keel Point
Alabama
$211K +$204K +1,581 New
DCM
718
Donaldson Capital Management
Indiana
$211K +$205K +1,584 New
AIM
719
Anchor Investment Management
South Carolina
$209K
BFM
720
Boothbay Fund Management
New York
$209K +$203K +1,570 New
JGUA
721
John G. Ullman & Associates
New York
$206K -$1.21M -9,363 -86%
PAM
722
Palisade Asset Management
Minnesota
$206K +$200K +1,545 New
EP
723
Edgestream Partners
New Jersey
$205K -$3.62M -28,001 -95%
FBT
724
First Bankers Trust
Kentucky
$205K +$198K +1,535 New
SCA
725
Stonebridge Capital Advisors
Minnesota
$195K -$56.3K -436 -23%

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.