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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
KP
751
Keel Point
Alabama
$230K
PP
752
Palladium Partners
Virginia
$229K -$57.3K -415 -21%
PAM
753
Palisade Asset Management
Minnesota
$229K +$3.87K +28 +2%
AIM
754
Anchor Investment Management
South Carolina
$228K
SPC
755
Sigma Planning Corp
Michigan
$228K -$228K -1,655 -51%
MGIM
756
M&G Investment Management
United Kingdom
$226K +$214K +1,553 New
SFG
757
SevenBridge Financial Group
Pennsylvania
$225K -$10.6K -77 -5%
FMLI
758
Fukoku Mutual Life Insurance
Japan
$225K +$14.2K +103 +7%
MPCG
759
Matrix Private Capital Group
New York
$221K +$210K +1,520 New
LNC
760
Lincoln National Corp
Pennsylvania
$218K +$207K +1,502 New
BFM
761
Boothbay Fund Management
New York
$215K -$12.1K -88 -6%
MWM
762
Modera Wealth Management
New Jersey
$215K +$204K +1,480 New
APG
763
Abacus Planning Group
South Carolina
$214K +$203K +1,472 New
SIG
764
Sargent Investment Group
Maryland
$210K +$199K +1,442 New
TI
765
tru Independence
Oregon
$210K +$296K +2,142 New
CFG
766
Citizens Financial Group
Rhode Island
$209K +$13.1K +95 +7%
HFBOT
767
Home Federal Bank of Tennessee
Tennessee
$208K +$198K +1,431 New
MBTD
768
Mechanics Bank - Trust Department
California
$206K -$77.7K -563 -28%
BFEC
769
Benjamin F. Edwards & Company
Missouri
$206K +$14.2K +103 +8%
AAS
770
Avantax Advisory Services
Texas
$205K +$194K +1,406 New
BC
771
Burney Company
Virginia
$205K +$194K +1,408 New
OIA
772
OneDigital Investment Advisors
Kansas
$205K +$195K +1,410 New
SC
773
Savant Capital
Illinois
$205K +$195K +1,410 New
BFA
774
Bragg Financial Advisors
North Carolina
$204K +$194K +1,402 New
CF
775
Centaurus Financial
California
$204K +$194K +1,404 New

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.