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Zimmer Biomet

884 hedge funds and large institutions have $18.7B invested in Zimmer Biomet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 327 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 91.46%91.96% (+0.5%)

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 327

7% less call options, than puts

Call options by funds: $43.9M | Put options by funds: $47M

11% less funds holding

Funds holding: 990884 (-106)

32% less capital invested

Capital invested by funds: $27.3B → $18.7B (-$8.66B)

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

57% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 163

Holders
884
Holders Change
-106
Holders Change %
-10.71%
% of All Funds
19.48%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.33%
New
70
Increased
311
Reduced
327
Closed
163
Calls
$43.9M
Puts
$47M
Net Calls
-$3.08M
Net Calls Change
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
751
Jackson Grant Investment Advisers
Connecticut
$37K +$131 +1 +0.3%
GSWM
752
Golden State Wealth Management
California
$35K +$47.5K +362 New
PMFA
753
Plante Moran Financial Advisors
Michigan
$34K -$5.51K -42 -11%
PB
754
Pinnacle Bancorp
Nebraska
$34K
EI
755
Ellevest Inc
New York
$34K +$34.7K +265 +331%
CHA
756
Carmichael Hill & Associates
Maryland
$33K
JSC
757
Jackson Square Capital
California
$33K
BBHC
758
Brown Brothers Harriman & Co
New York
$32K -$182K -1,386 -81%
AIM
759
Arcadia Investment Management
Michigan
$32K
CAM
760
CenterStar Asset Management
Illinois
$32K
SIM
761
Sonora Investment Management
Arizona
$32K
SIS
762
Sound Income Strategies
Florida
$32K
ANBT
763
American National Bank & Trust
Texas
$32K +$21.6K +165 +100%
BAM
764
Barrett Asset Management
New York
$31K
FCM
765
Firestone Capital Management
Florida
$30K
IRAG
766
Investment Research & Advisory Group
Georgia
$30K
OPS
767
Orion Portfolio Solutions
Nebraska
$30K +$11K +84 +38%
APWM
768
Atlas Private Wealth Management
New York
$29K
PCG
769
Private Capital Group
Connecticut
$29K
SWM
770
Sugarloaf Wealth Management
Georgia
$27K -$1.31K -10 -4%
KFI
771
Key Financial Inc
Pennsylvania
$27K +$36.6K +279 New
AA
772
Ancora Advisors
Ohio
$26K -$34.7K -265 -50%
OSNBOA
773
Old Second National Bank of Aurora
Illinois
$26K -$34.5K -263 -49%
ADL
774
Asset Dedication LLC
California
$26K +$16.9K +129 +100%
CCM
775
Covington Capital Management
California
$25K -$4.98K -38 -13%

ZBH Hedge Fund Activity: Q1 2020 in Review

884 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2020, worth a combined $18.7B — down 32% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZBH and 70 opened new positions — a net loss of 93 holders — while 327 trimmed existing stakes and 311 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.06B. The largest seller was Jennison Associates, cutting an estimated $138M.

  • 884 institutional investors held Zimmer Biomet (ZBH) as of Q1 2020, down from 990 in Q4 2019.
  • Funds reported $18.7B of Zimmer Biomet stock for Q1 2020, down 32% quarter-over-quarter.
  • 70 funds opened new Zimmer Biomet positions in Q1 2020 and 163 closed out, a net change of -93 holders.
  • The largest Zimmer Biomet buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.06B added.
  • The largest Zimmer Biomet seller in Q1 2020 was Jennison Associates, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2020.