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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
KWA
776
KCS Wealth Advisory
California
$60.4K +$58.5K +453 New
SIC
777
Salem Investment Counselors
North Carolina
$60K
HCA
778
Horan Capital Advisors
Ohio
$55K +$53K +410 New
RCAG
779
Rehmann Capital Advisory Group
Michigan
$54.9K -$646 -5 -1%
FPB
780
First PREMIER Bank
South Dakota
$54K
BBHC
781
Brown Brothers Harriman & Co
New York
$54K +$3.36K +26 +7%
OC
782
Oakworth Capital
Alabama
$53K -$37.7K -292 -42%
ST
783
Smithfield Trust
Pennsylvania
$53K -$9.56K -74 -16%
SQA
784
Simon Quick Advisors
New Jersey
$52K +$46.5K +360 +1,286%
JGIA
785
Jackson Grant Investment Advisers
Connecticut
$50K
GSWM
786
Golden State Wealth Management
California
$48K +$129 +1 +0.3%
PMFA
787
Plante Moran Financial Advisors
Michigan
$47K -$25.3K -196 -36%
PB
788
Pinnacle Bancorp
Nebraska
$46K -$13.3K -103 -23%
CLOS
789
Compagnie Lombard Odier SCmA
Switzerland
$46K -$12.9K -100 -23%
KTC
790
Kistler-Tiffany Companies
Pennsylvania
$46K
AIM
791
Arcadia Investment Management
Michigan
$44K
SIM
792
Sonora Investment Management
Arizona
$44K
WPW
793
Winthrop Partners - WNY
New York
$43.9K
CIA
794
CSat Investment Advisory
Michigan
$43K -$1.29K -10 -3%
AF
795
Advisornet Financial
Minnesota
$43K
BAM
796
Barrett Asset Management
New York
$43K
PO
797
Private Ocean
California
$43K
PFO
798
Pathstone Family Office
New Jersey
$43K +$42.6K +330 New
OAJ
799
Ogorek Anthony Joseph
New York
$41K +$40K +310 New
GEA
800
Glen Eagle Advisors
New Jersey
$40.4K

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.