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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
BHWM
726
Bar Harbor Wealth Management
New Hampshire
$259K -$8.83K -64 -3%
QCM
727
Quantinno Capital Management
New York
$259K
HAC
728
Harbor Advisory Corp
New Hampshire
$257K
FMBTD
729
First Midwest Bank Trust Division
Illinois
$256K
ISB
730
Iowa State Bank
Iowa
$255K
TAM
731
Taurus Asset Management
New York
$255K
BMM
732
Buffington Mohr McNeal
Idaho
$254K
AFM
733
Abbot Financial Management
Massachusetts
$251K
IAA
734
Independent Advisor Alliance
North Carolina
$249K -$8.28K -60 -3%
BBHC
735
Brown Brothers Harriman & Co
New York
$248K +$180K +1,305 +323%
CC
736
Centiva Capital
New York
$244K -$374K -2,713 -62%
SFC
737
SYM Financial Corp
Indiana
$243K
FP
738
Foundry Partners
Minnesota
$243K +$231K +1,670 New
BAS
739
Brown Advisory Securities
Maryland
$242K +$230K +1,667 New
WB
740
Webster Bank
Connecticut
$240K
PIM
741
Penobscot Investment Management
Massachusetts
$239K -$137K -989 -38%
APA
742
American Portfolios Advisors
New York
$238K +$6.21K +45 +3%
AWM
743
Aries Wealth Management
Maine
$238K
BIM
744
Bridges Investment Management
Nebraska
$238K +$226K +1,636 New
DCM
745
Donaldson Capital Management
Indiana
$235K +$4.97K +36 +2%
CBN
746
Cadence Bank NA
Texas
$234K
HAG
747
HighPoint Advisor Group
Illinois
$234K
HCM
748
Howland Capital Management
Massachusetts
$232K
AW
749
Alpha Windward
Massachusetts
$231K
MCM
750
Manchester Capital Management
Vermont
$231K

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.