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Zimmer Biomet

883 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.49% less ownership

Funds ownership: 92.39%91.9% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 313

1% less funds holding

Funds holding: 896883 (-13)

8% less capital invested

Capital invested by funds: $23.4B → $21.5B (-$1.91B)

43% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $53.2M

Holders
883
Holders Change
-13
Holders Change %
-1.45%
% of All Funds
19.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
76
Increased
295
Reduced
313
Closed
74
Calls
$30.5M
Puts
$53.2M
Net Calls
-$22.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$76.1M +$3.12M +26,635 +4%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$75.7M +$12.1M +103,712 +19%
SCM
53
Sterling Capital Management
North Carolina
$72.3M -$52.1K -445 -0.1%
AllianceBernstein
54
AllianceBernstein
Tennessee
$71.4M +$1.23M +10,490 +2%
Ameriprise
55
Ameriprise
Minnesota
$69.2M +$1.77M +15,103 +3%
KP
56
Kiltearn Partners
United Kingdom
$68.1M -$6.54M -55,826 -9%
PAM
57
Panagora Asset Management
Massachusetts
$63.9M +$25.6M +218,986 +64%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$63.8M +$2.5M +21,370 +4%
SIC
59
Schwartz Investment Counsel
Michigan
$56M +$543K +4,635 +1%
VanEck Associates
60
VanEck Associates
New York
$55.3M +$1.79M +15,277 +3%
Citadel Advisors
61
Citadel Advisors
Florida
$54.4M -$137M -1,172,960 -71%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$54.4M +$78K +666 +0.1%
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$53.2M -$2.06M -17,579 -4%
JIC
64
Johnson Investment Counsel
Ohio
$53.2M +$12.1M +103,445 +29%
Victory Capital Management
65
Victory Capital Management
Texas
$52.1M +$57.9K +494 +0.1%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$50.1M +$25.7M +219,388 +100%
SCM
67
Snow Capital Management
Pennsylvania
$49.3M -$2.95M -25,228 -6%
GI
68
GAMCO Investors
Connecticut
$47.6M -$1.97M -16,827 -4%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$46.7M -$2.48M -21,173 -5%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$43.8M -$7.09M -60,565 -14%
CC
71
Carlson Capital
Texas
$43.5M +$11.8M +100,440 +36%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$42.9M +$7.85M +66,990 +22%
Renaissance Technologies
73
Renaissance Technologies
New York
$42.8M +$43.8M +374,199 New
PFC
74
Poplar Forest Capital
California
$41M -$3.1M -26,471 -7%
FMI
75
Factory Mutual Insurance
Massachusetts
$41M

ZBH Hedge Fund Activity: Q2 2019 in Review

883 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2019, worth a combined $21.5B — down 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ZBH positions and 74 closed out — a net gain of 2 holders — while 295 added to existing stakes and 313 trimmed.

The largest buyer was Nuveen, adding an estimated $500M. The largest seller was Longview Partners, exiting entirely with an estimated $294M sold.

  • 883 institutional investors held Zimmer Biomet (ZBH) as of Q2 2019, down from 896 in Q1 2019.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 76 funds opened new Zimmer Biomet positions in Q2 2019 and 74 closed out, a net change of +2 holders.
  • The largest Zimmer Biomet buyer in Q2 2019 was Nuveen, an estimated $500M added.
  • The largest Zimmer Biomet seller in Q2 2019 was Longview Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2019.