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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
WC
751
Whitnell & Co
Illinois
$110K +$107K +828 New
ZB
752
Zions Bancorporation
Utah
$107K +$2.58K +20 +3%
WCM
753
Whitener Capital Management
North Carolina
$104K -$4K -31 -4%
RCC
754
Red Cedar Capital
Nebraska
$100K
SIAP
755
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$89K
CBT
756
Capital Bank & Trust
California
$87K +$4.78K +37 +6%
QCG
757
Quadrant Capital Group
Ohio
$87K +$66.1K +512 +312%
TCM
758
Tradewinds Capital Management
Washington
$84K
GLI
759
Guardian Life Insurance
New York
$82K +$904 +7 +1%
PI
760
PEAK6 Investments
Illinois
$80K +$77.1K +597 New
AIC
761
Archer Investment Corporation
Indiana
$78K
DAM
762
Delta Asset Management
Tennessee
$78K
LWA
763
Lenox Wealth Advisors
New York
$78K
NSIM
764
North Star Investment Management
Illinois
$78K +$76K +588 New
OAM
765
Oppenheimer Asset Management
New York
$75K -$8.5M -65,791 -99%
OIA
766
Optimum Investment Advisors
Illinois
$75K
RA
767
Rational Advisors
New York
$74K +$17.6K +136 +33%
HR
768
Howe & Rusling
New York
$72K +$904 +7 +1%
ATC
769
Adirondack Trust Company
New York
$69K
HWA
770
Heritage Wealth Advisors
Virginia
$68K -$18.6K -144 -22%
JFA
771
JNBA Financial Advisors
Minnesota
$68K +$14.6K +113 +28%
CYG
772
Clean Yield Group
Vermont
$67K +$60.7K +470 +1,306%
GAM
773
Gemmer Asset Management
California
$66K
IAS
774
IMA Advisory Services
Colorado
$62K
Loomis, Sayles & Company
775
Loomis, Sayles & Company
Massachusetts
$62K +$59.9K +464 New

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.