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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
TF
776
Tompkins Financial
New York
$25K
SSWG
777
Seven Springs Wealth Group
Tennessee
$24K
EW
778
Evoke Wealth
California
$23.7K -$5.9K -45 -16%
PO
779
Private Ocean
California
$23K
VNA
780
Valley National Advisers
Pennsylvania
$23K
BCA
781
Berman Capital Advisors
Georgia
$23K +$1.97K +15 +7%
SFSIG
782
San Francisco Sentry Investment Group
California
$23K +$22.9K +175 +265%
BWA
783
BDO Wealth Advisors
Florida
$23K +$28.4K +217 +1,142%
EP
784
Eudaimonia Partners
Tennessee
$22K
AF
785
Allworth Financial
California
$22K +$1.97K +15 +7%
TPWA
786
TRUE Private Wealth Advisors
Oregon
$21K -$1.83K -14 -6%
SFFS
787
Stonehage Fleming Financial Services
Jersey
$21K
PFGIA
788
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$262 +2 +1%
FEG
789
Financial Enhancement Group
Indiana
$20K -$262 -2 -1%
ZB
790
Zions Bancorporation
Utah
$19K -$31.3K -239 -56%
PFO
791
Pathstone Family Office
New Jersey
$19K
TVWM
792
Tower View Wealth Management
Wisconsin
$19K
FDCDDQ
793
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K +$6.03K +46 +33%
JFGIW
794
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K
FMTCOCP
795
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
TIM
796
Tortoise Investment Management
New York
$17K
WAP
797
Wealthcare Advisory Partners
Pennsylvania
$17K
OAJ
798
Ogorek Anthony Joseph
New York
$17K +$131 +1 +0.6%
CFGS
799
Concourse Financial Group Securities
Alabama
$17K +$10.1K +77 +80%
SIAS
800
Shine Investment Advisory Services
Colorado
$16K -$6.55K -50 -24%

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.