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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
Franklin Resources
51
Franklin Resources
California
$52.6M +$62.6M +477,844 +819%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$52M +$18.4M +140,492 +36%
Renaissance Technologies
53
Renaissance Technologies
New York
$51.5M +$68.8M +525,094 New
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$49.2M -$1.91M -14,553 -3%
AI
55
Ariel Investments
Illinois
$48.1M -$6.43M -49,027 -9%
KP
56
Kiltearn Partners
United Kingdom
$47.6M -$1.76M -13,390 -3%
Truist Financial
57
Truist Financial
North Carolina
$47.6M -$2.35M -17,928 -4%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$47M -$3.21M -24,469 -5%
FMI
59
Factory Mutual Insurance
Massachusetts
$42.9M +$10.8M +82,606 +23%
UBS Group
60
UBS Group
Switzerland
$42.5M +$10.7M +81,702 +23%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$42.4M +$38M +290,070 +204%
Holocene Advisors
62
Holocene Advisors
New York
$42.2M -$28.2M -215,284 -33%
DLA
63
Douglas Lane & Associates
New York
$41.5M +$3.28M +24,993 +6%
Barclays
64
Barclays
United Kingdom
$40.8M -$28.2M -215,378 -34%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$39.2M +$3.82M +29,125 +8%
PC
66
Polar Capital
United Kingdom
$37M -$6.21M -47,383 -11%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$37M -$52.9M -403,356 -52%
Deutsche Bank
68
Deutsche Bank
Germany
$36.8M -$21.3M -162,495 -30%
PAMU
69
Pictet Asset Management (UK)
United Kingdom
$36.8M -$8.67M -66,139 -15%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$36.3M +$3.21M +24,477 +7%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$35.1M +$7.14M +54,465 +18%
GI
72
GAMCO Investors
Connecticut
$34.3M -$2.05M -15,645 -4%
CS
73
Credit Suisse
Switzerland
$33.8M +$2.6M +19,850 +6%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$32.1M +$13.7M +104,854 +47%
Arrowstreet Capital
75
Arrowstreet Capital
Massachusetts
$31.7M +$42.4M +323,327 New

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.