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Zimmer Biomet

883 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.49% less ownership

Funds ownership: 92.39%91.9% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 313

1% less funds holding

Funds holding: 896883 (-13)

8% less capital invested

Capital invested by funds: $23.4B → $21.5B (-$1.91B)

43% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $53.2M

Holders
883
Holders Change
-13
Holders Change %
-1.45%
% of All Funds
19.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
76
Increased
295
Reduced
313
Closed
74
Calls
$30.5M
Puts
$53.2M
Net Calls
-$22.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
751
Howe & Rusling
New York
$61K +$117 +1 +0.2%
ATC
752
Adirondack Trust Company
New York
$59K
HWA
753
Heritage Wealth Advisors
Virginia
$58.9K +$77.2K +659 New
APA
754
American Portfolios Advisors
New York
$58.6K +$937 +8 +2%
GAM
755
Gemmer Asset Management
California
$57K
ST
756
Smithfield Trust
Pennsylvania
$55K
IAS
757
IMA Advisory Services
Colorado
$53K
PB
758
Pinnacle Bancorp
Nebraska
$52K
SIC
759
Salem Investment Counselors
North Carolina
$51K -$12.1K -103 -19%
CLOS
760
Compagnie Lombard Odier SCmA
Switzerland
$51K +$24.1K +206 +87%
FPB
761
First PREMIER Bank
South Dakota
$48K -$117K -999 -71%
RA
762
Rational Advisors
New York
$48K +$46.1K +394 +1,642%
RCAG
763
Rehmann Capital Advisory Group
Michigan
$47.6K
DWM
764
Doyle Wealth Management
Florida
$47K +$48.3K +412 New
JFA
765
JNBA Financial Advisors
Minnesota
$45K +$6.09K +52 +15%
JGIA
766
Jackson Grant Investment Advisers
Connecticut
$43K
BBHC
767
Brown Brothers Harriman & Co
New York
$43K +$12.1K +103 +37%
GSWM
768
Golden State Wealth Management
California
$41K -$117 -1 -0.3%
KTC
769
Kistler-Tiffany Companies
Pennsylvania
$40K -$26K -222 -39%
FPFS
770
First Personal Financial Services
North Carolina
$40K +$1.17K +10 +3%
CFGS
771
Concourse Financial Group Securities
Alabama
$38K -$13.8K -118 -27%
AIM
772
Arcadia Investment Management
Michigan
$38K
SIM
773
Sonora Investment Management
Arizona
$38K
CIA
774
CSat Investment Advisory
Michigan
$38K +$27.5K +235 +240%
WPW
775
Winthrop Partners - WNY
New York
$37.7K

ZBH Hedge Fund Activity: Q2 2019 in Review

883 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2019, worth a combined $21.5B — down 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ZBH positions and 74 closed out — a net gain of 2 holders — while 295 added to existing stakes and 313 trimmed.

The largest buyer was Nuveen, adding an estimated $500M. The largest seller was Longview Partners, exiting entirely with an estimated $294M sold.

  • 883 institutional investors held Zimmer Biomet (ZBH) as of Q2 2019, down from 896 in Q1 2019.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 76 funds opened new Zimmer Biomet positions in Q2 2019 and 74 closed out, a net change of +2 holders.
  • The largest Zimmer Biomet buyer in Q2 2019 was Nuveen, an estimated $500M added.
  • The largest Zimmer Biomet seller in Q2 2019 was Longview Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2019.