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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
S
801
SignatureFD
Georgia
$132K +$8.7K +63 +7%
PA
802
Parallel Advisors
California
$126K -$13.5K -98 -10%
ClearBridge Investments
803
ClearBridge Investments
New York
$125K
WQ
804
Wealth Quarterback
New Jersey
$123K +$1.15M +8,322 New
WC
805
Whitnell & Co
Illinois
$120K
SSB
806
Sandy Spring Bank
Maryland
$119K
VLKIM
807
Van Lanschot Kempen Investment Management
Netherlands
$116K -$573K -4,151 -84%
QCG
808
Quadrant Capital Group
Ohio
$113K +$23.6K +171 +25%
RCC
809
Red Cedar Capital
Nebraska
$109K
Walleye Capital
810
Walleye Capital
New York
$105K +$99.4K +720 New
SIAP
811
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$97K
SAM
812
S.A. Mason
Michigan
$97K +$92.5K +670 New
DAM
813
Delta Asset Management
Tennessee
$95K +$9.52K +69 +12%
TCM
814
Tradewinds Capital Management
Washington
$92K
GLI
815
Guardian Life Insurance
New York
$91K +$1.24K +9 +1%
AIC
816
Archer Investment Corporation
Indiana
$91K +$5.8K +42 +7%
CBT
817
Capital Bank & Trust
California
$90K -$5.11K -37 -6%
GDP
818
Great Diamond Partners
Maine
$90K +$86.1K +624 New
BL
819
Balentine LLC
Georgia
$87K +$74K +536 +838%
LWA
820
Lenox Wealth Advisors
New York
$85K
NSIM
821
North Star Investment Management
Illinois
$85K
WFMPM
822
Woodley Farra Manion Portfolio Management
Indiana
$85K +$80.5K +583 New
OIA
823
Optimum Investment Advisors
Illinois
$82K
VCP
824
Verus Capital Partners
Arizona
$81K +$76.9K +557 New
HWA
825
Heritage Wealth Advisors
Virginia
$79.6K +$4.55K +33 +6%

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.