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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
PCG
801
Private Capital Group
Connecticut
$39K -$43.4K -336 -53%
CCM
802
Covington Capital Management
California
$38K +$3.88K +30 +12%
EW
803
Evoke Wealth
California
$37.1K +$35.9K +278 New
OSNBOA
804
Old Second National Bank of Aurora
Illinois
$36K
TF
805
Tompkins Financial
New York
$34K
GWA
806
Guidant Wealth Advisors
Illinois
$31K
PWP
807
Personal Wealth Partners
Minnesota
$30K
TIM
808
Tortoise Investment Management
New York
$30K
PRC
809
Pearl River Capital
Michigan
$28K -$118K -914 -81%
LC
810
Lindbrook Capital
California
$28K
AF
811
Allworth Financial
California
$28K +$10.6K +82 +65%
FEG
812
Financial Enhancement Group
Indiana
$27K -$3.1K -24 -11%
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$904 -7 -3%
TVWM
814
Tower View Wealth Management
Wisconsin
$26K
SIAS
815
Shine Investment Advisory Services
Colorado
$26K +$4.78K +37 +23%
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$11.6K -90 -33%
BCA
817
Berman Capital Advisors
Georgia
$24K +$3.36K +26 +16%
FMTCOCP
818
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
WAS
819
Winch Advisory Services
Wisconsin
$22K
ANBT
820
American National Bank & Trust
Texas
$22K +$21.3K +165 New
FWM
821
Focused Wealth Management
New York
$21K
HDIM
822
Hanson & Doremus Investment Management
Vermont
$21K
DOA
823
D'Orazio & Associates
Virginia
$21K +$2.33K +18 +13%
WAP
824
Wealthcare Advisory Partners
Pennsylvania
$20K -$775 -6 -4%
LFG
825
Larson Financial Group
Missouri
$19K +$12.9K +100 +233%

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.