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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
PA
801
Procyon Advisors
Connecticut
$16K -$1.57K -12 -7%
WAS
802
Winch Advisory Services
Wisconsin
$16K +$131 +1 +0.6%
TL
803
TrueWealth LLC
Georgia
$16K +$5.37K +41 +33%
FWM
804
Focused Wealth Management
New York
$15K
HDIM
805
Hanson & Doremus Investment Management
Vermont
$15K
TAIM
806
TD Ameritrade Investment Management
Nebraska
$15K +$4.59K +35 +30%
DOA
807
D'Orazio & Associates
Virginia
$14K -$2.36K -18 -11%
LFG
808
Larson Financial Group
Missouri
$14K
FFC
809
First Financial Corp
Indiana
$14K +$13.5K +103 +271%
Loomis, Sayles & Company
810
Loomis, Sayles & Company
Massachusetts
$13K -$49.3K -376 -74%
M
811
MOTCO
Texas
$13K +$2.36K +18 +15%
LC
812
Lindbrook Capital
California
$12K -$13.5K -103 -45%
CA
813
Crewe Advisors
Utah
$12K -$3.02K -23 -16%
TFO
814
Tarbox Family Office
California
$12K -$1.44K -11 -9%
1IA
815
1834 Investment Advisors
Wisconsin
$12K
FCA
816
FinTrust Capital Advisors
South Carolina
$12K
MIM
817
Macroview Investment Management
Maryland
$12K
MCM
818
MV Capital Management
Maryland
$12K
NPP
819
New Potomac Partners
Maryland
$12K
NG
820
NWK Group
California
$12K
RFA
821
Reilly Financial Advisors
California
$12K
VCM
822
Versant Capital Management
Arizona
$12K +$12.7K +97 +277%
DWM
823
Darwin Wealth Management
Florida
$12K +$16.5K +126 New
RDWM
824
Red Door Wealth Management
Tennessee
$12K +$17.3K +132 New
FWM
825
FSA Wealth Management
Massachusetts
$11K

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.