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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
AOWM
776
Alpha Omega Wealth Management
Virginia
$37K +$1.64K +14 +4%
AF
777
Advisornet Financial
Minnesota
$36K -$4.92K -42 -12%
BAM
778
Barrett Asset Management
New York
$36K
PO
779
Private Ocean
California
$36K +$9.6K +82 +35%
GEA
780
Glen Eagle Advisors
New Jersey
$34.6K
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
OSNBOA
782
Old Second National Bank of Aurora
Illinois
$31K
RIA
783
Realta Investment Advisors
Delaware
$30K +$22.6K +193 +272%
TF
784
Tompkins Financial
New York
$29K -$14.5K -124 -33%
CCM
785
Covington Capital Management
California
$29K
GWA
786
Guidant Wealth Advisors
Illinois
$27K
FEG
787
Financial Enhancement Group
Indiana
$26K
OIA
788
OneDigital Investment Advisors
Kansas
$26K
PWP
789
Personal Wealth Partners
Minnesota
$26K +$26.4K +225 New
TPWA
790
TRUE Private Wealth Advisors
Oregon
$26K +$27.2K +232 New
TIM
791
Tortoise Investment Management
New York
$25K
M
792
MOTCO
Texas
$24K -$1.17K -10 -5%
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$117 +1 +0.5%
CCM
794
Cribstone Capital Management
Maine
$23K -$9.02K -77 -27%
LC
795
Lindbrook Capital
California
$23K
TVWM
796
Tower View Wealth Management
Wisconsin
$23K
PCP
797
Proficio Capital Partners
Massachusetts
$22K +$7.61K +65 +53%
FMTCOCP
798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
HDIM
799
Hanson & Doremus Investment Management
Vermont
$18K -$14.2K -121 -43%
BCA
800
Berman Capital Advisors
Georgia
$18K -$1.87K -16 -9%

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.