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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
JG
701
Jefferies Group
New York
$101K -$525K -4,002 -80%
PCTC
702
Perkins Coie Trust Company
Washington
$101K
BFC
703
Bedel Financial Consulting
Indiana
$99K
TI
704
Truehand Inc
New Hampshire
$98K
FHA
705
First Horizon Advisors
Tennessee
$97K -$7.34K -56 -5%
EFSCE
706
Enterprise Financial Services Corp (EFSC)
Missouri
$96K +$6.29K +48 +5%
HIIFS
707
Harel Insurance Investments & Financial Services
Israel
$93K +$108K +824 +659%
QCG
708
Quadrant Capital Group
Ohio
$87K +$6.29K +48 +6%
ClearBridge Investments
709
ClearBridge Investments
New York
$85K
SSB
710
Sandy Spring Bank
Maryland
$81K +$918 +7 +0.9%
VCP
711
Verus Capital Partners
Arizona
$80K +$33.8K +258 +46%
VLKIM
712
Van Lanschot Kempen Investment Management
Netherlands
$78K
AIC
713
Archer Investment Corporation
Indiana
$74K +$16.3K +124 +20%
RCC
714
Red Cedar Capital
Nebraska
$73K
IA
715
IFP Advisors
Florida
$72K -$26.2K -200 -22%
Twin Tree Management
716
Twin Tree Management
Texas
$68K -$608K -4,637 -87%
SIAP
717
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$65K
DAM
718
Delta Asset Management
Tennessee
$64K
SIC
719
Salem Investment Counselors
North Carolina
$64K +$27K +206 +46%
SQA
720
Simon Quick Advisors
New Jersey
$62K +$30.4K +232 +58%
SAM
721
S.A. Mason
Michigan
$61K -$6.55K -50 -7%
CBT
722
Capital Bank & Trust
California
$61K
BL
723
Balentine LLC
Georgia
$60K +$1.05K +8 +1%
NSIM
724
North Star Investment Management
Illinois
$58K
PA
725
Parallel Advisors
California
$57K -$36.7K -280 -32%

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.