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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
BSW
776
Buckingham Strategic Wealth
Missouri
$203K +$193K +1,399 New
MIC
777
Means Investment Company
Maine
$203K +$193K +1,399 New
SCA
778
Stonebridge Capital Advisors
Minnesota
$202K -$9.94K -72 -5%
GT
779
Greenleaf Trust
Michigan
$202K +$192K +1,388 New
SCA
780
Sippican Capital Advisors
Massachusetts
$201K +$190K +1,380 New
SCM
781
Shelton Capital Management
Colorado
$200K +$190K +1,378 New
ACM
782
Allred Capital Management
Texas
$191K +$181K +1,312 New
EWM
783
Endurance Wealth Management
Rhode Island
$180K
RE
784
RBC Europe
United Kingdom
$174K
FIB
785
First Interstate Bank
Montana
$168K
CWA
786
Capital Wealth Alliance
Arizona
$165K +$158K +1,148 New
CMBA
787
C.M. Bidwell & Associates
Hawaii
$159K -$4.97K -36 -3%
IFAM
788
Institutional & Family Asset Management
Colorado
$159K
AssetMark Inc
789
AssetMark Inc
California
$156K -$3.31K -24 -2%
SG Americas Securities
790
SG Americas Securities
New York
$155K -$9.41M -68,197 -98%
MRCM
791
M&R Capital Management
New Jersey
$155K -$74K -536 -33%
FHA
792
First Horizon Advisors
Tennessee
$152K +$2.21K +16 +2%
FPS
793
Fieldpoint Private Securities
Connecticut
$150K -$14.5K -105 -9%
PCTC
794
Perkins Coie Trust Company
Washington
$150K
BFC
795
Bedel Financial Consulting
Indiana
$146K -$5.25K -38 -4%
TI
796
Truehand Inc
New Hampshire
$145K
THWM
797
Taylor Hoffman Wealth Management
Virginia
$139K
IA
798
IFP Advisors
Florida
$135K -$16.8K -122 -12%
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$135K
WG
800
Welch Group
Alabama
$135K +$128K +927 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.