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Zimmer Biomet

989 hedge funds and large institutions have $27.3B invested in Zimmer Biomet in 2019 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 303 increasing their positions, 326 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 44

156% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $37.1M

10% more funds holding

Funds holding: 896989 (+93)

9% more capital invested

Capital invested by funds: $25B → $27.3B (+$2.36B)

9% more funds holding in top 10

Funds holding in top 10: 2325 (+2)

0.15% more ownership

Funds ownership: 91.31%91.46% (+0.15%)

7% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 326

Holders
989
Holders Change
+93
Holders Change %
+10.38%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.7%
% of All Funds
0.49%
New
155
Increased
303
Reduced
326
Closed
44
Calls
$94.8M
Puts
$37.1M
Net Calls
+$57.7M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$82.3M -$1.3M -9,383 -2%
TSW
52
Thompson Siegel & Walmsley
Virginia
$81.7M +$1.56M +11,275 +2%
ACA
53
Anchor Capital Advisors
Massachusetts
$79.6M +$28.9M +209,366 +62%
AI
54
Ariel Investments
Illinois
$78.4M -$519K -3,758 -0.7%
Deutsche Bank
55
Deutsche Bank
Germany
$78.1M +$14.2M +102,623 +24%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$77.2M +$8.21M +59,459 +13%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$73.2M -$924K -6,697 -1%
Truist Financial
58
Truist Financial
North Carolina
$73.1M +$68.3M +494,577 +5,910%
SIC
59
Schwartz Investment Counsel
Michigan
$72.9M -$213K -1,545 -0.3%
KP
60
Kiltearn Partners
United Kingdom
$72.5M -$7.54M -54,590 -10%
JIC
61
Johnson Investment Counsel
Ohio
$72M +$1.75M +12,660 +3%
PAM
62
Panagora Asset Management
Massachusetts
$70.3M -$13.3M -96,473 -17%
SCM
63
Suvretta Capital Management
New York
$68M -$24.5M -177,500 -27%
HM
64
HealthCor Management
New York
$66.9M -$39.3M -284,649 -38%
PHS
65
PFM Health Sciences
California
$66.3M -$77.5M -561,571 -55%
RI
66
RTW Investments
New York
$65.5M +$4.89M +35,417 +9%
PAMU
67
Pictet Asset Management (UK)
United Kingdom
$64.1M -$1.56M -11,319 -3%
Axa
68
Axa
France
$61.9M +$6.11M +44,233 +12%
PC
69
Polar Capital
United Kingdom
$61.7M +$58.6M +424,693 New
Marshall Wace
70
Marshall Wace
United Kingdom
$58.4M +$24.5M +177,500 +79%
DLA
71
Douglas Lane & Associates
New York
$57.9M +$4.93M +35,745 +10%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$56.6M -$7.93M -57,440 -13%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$56.2M +$18.1M +131,111 +51%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$53.9M -$3.19M -23,135 -6%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$53.8M +$1.63M +11,813 +3%

ZBH Hedge Fund Activity: Q4 2019 in Review

989 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2019, worth a combined $27.3B — up 9.5% from $25B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ZBH positions and 44 closed out — a net gain of 111 holders — while 303 added to existing stakes and 326 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $182M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $139M sold.

  • 989 institutional investors held Zimmer Biomet (ZBH) as of Q4 2019, up from 896 in Q3 2019.
  • Funds reported $27.3B of Zimmer Biomet stock for Q4 2019, up 9.5% quarter-over-quarter.
  • 155 funds opened new Zimmer Biomet positions in Q4 2019 and 44 closed out, a net change of +111 holders.
  • The largest Zimmer Biomet buyer in Q4 2019 was Amundi Asset Management US, an estimated $182M added.
  • The largest Zimmer Biomet seller in Q4 2019 was Causeway Capital Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2019.