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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
Victory Capital Management
51
Victory Capital Management
Texas
$80.8M +$19.5M +151,203 +33%
SCM
52
Sterling Capital Management
North Carolina
$79.1M -$5.06M -39,199 -6%
Morgan Stanley
53
Morgan Stanley
New York
$78.9M -$9.65M -74,700 -11%
PAM
54
Panagora Asset Management
Massachusetts
$77.3M +$2.71M +21,000 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$76.7M +$31.9M +246,731 +75%
Man Group
56
Man Group
United Kingdom
$74.3M -$29.7M -229,582 -29%
TSW
57
Thompson Siegel & Walmsley
Virginia
$73.4M -$16.2M -125,593 -19%
AI
58
Ariel Investments
Illinois
$72.4M -$23.8M -184,279 -25%
KP
59
Kiltearn Partners
United Kingdom
$72.1M -$5.48M -42,436 -7%
VanEck Associates
60
VanEck Associates
New York
$69.6M +$4.93M +38,179 +8%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$68M +$16.4M +126,950 +33%
SIC
62
Schwartz Investment Counsel
Michigan
$67.1M +$1.8M +13,905 +3%
BM
63
Bridger Management
New York
$64.4M +$42.1M +326,023 +208%
JIC
64
Johnson Investment Counsel
Ohio
$64.4M +$2.22M +17,168 +4%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$61.5M +$8.22M +63,630 +16%
PAMU
66
Pictet Asset Management (UK)
United Kingdom
$60.3M -$1.68M -13,004 -3%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$59.6M -$3.68M -28,483 -6%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$59.5M +$57.4M +444,003 +17,223%
Deutsche Bank
69
Deutsche Bank
Germany
$58M -$40.2M -311,397 -42%
Holocene Advisors
70
Holocene Advisors
New York
$57.5M +$55.4M +428,754 +16,907%
RI
71
RTW Investments
New York
$55.3M +$53.6M +415,090 New
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$55M -$3.28M -25,364 -6%
Mackenzie Financial
73
Mackenzie Financial
Ontario, Canada
$52.5M -$21.2M -164,075 -29%
Axa
74
Axa
France
$50.9M +$3.17M +24,571 +7%
GI
75
GAMCO Investors
Connecticut
$50.7M -$4.57M -35,340 -8%

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.