We are live on ! Find out more
ZBH icon

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
FMLI
726
Fukoku Mutual Life Insurance
Japan
$192K
BEAM
727
Baker Ellis Asset Management
Washington
$189K
RFA
728
Reilly Financial Advisors
California
$181K +$160K +1,236 +989%
CFG
729
Citizens Financial Group
Rhode Island
$179K +$2.58K +20 +2%
CIAS
730
Capital Investment Advisory Services
North Carolina
$179K +$9.04K +70 +6%
BFEC
731
Benjamin F. Edwards & Company
Missouri
$176K -$17.2K -133 -9%
EWM
732
Endurance Wealth Management
Rhode Island
$165K
RE
733
RBC Europe
United Kingdom
$160K
FIB
734
First Interstate Bank
Montana
$154K -$3.62K -28 -2%
FPS
735
Fieldpoint Private Securities
Connecticut
$151K
CMBA
736
C.M. Bidwell & Associates
Hawaii
$150K +$146K +1,128 New
AssetMark Inc
737
AssetMark Inc
California
$146K -$61.2K -474 -30%
IFAM
738
Institutional & Family Asset Management
Colorado
$146K
BFC
739
Bedel Financial Consulting
Indiana
$140K
FHA
740
First Horizon Advisors
Tennessee
$137K +$15.5K +120 +13%
PCTC
741
Perkins Coie Trust Company
Washington
$137K +$133K +1,030 New
IA
742
IFP Advisors
Florida
$137K +$135K +1,042 New
TI
743
Truehand Inc
New Hampshire
$133K
PFBT
744
Parkside Financial Bank & Trust
Missouri
$128K +$11.9K +92 +11%
THWM
745
Taylor Hoffman Wealth Management
Virginia
$128K +$16K +124 +15%
PA
746
Parallel Advisors
California
$128K +$22.3K +173 +22%
EFSCE
747
Enterprise Financial Services Corp (EFSC)
Missouri
$124K
ClearBridge Investments
748
ClearBridge Investments
New York
$115K
S
749
SignatureFD
Georgia
$113K +$1.81K +14 +2%
SSB
750
Sandy Spring Bank
Maryland
$110K

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.