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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
FDCDDQ
826
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K +$4.65K +36 +35%
FCA
827
FinTrust Capital Advisors
South Carolina
$17K
TL
828
TrueWealth LLC
Georgia
$17K
MCM
829
MV Capital Management
Maryland
$17K +$16.1K +125 New
M
830
MOTCO
Texas
$16K -$12K -93 -44%
1IA
831
1834 Investment Advisors
Wisconsin
$16K
CA
832
Crewe Advisors
Utah
$16K
HIIFS
833
Harel Insurance Investments & Financial Services
Israel
$16K
MIM
834
Macroview Investment Management
Maryland
$16K
NPP
835
New Potomac Partners
Maryland
$16K
TFO
836
Tarbox Family Office
California
$16K
AIC
837
Ameritas Investment Company
Nebraska
$16K +$15.8K +122 New
FPFS
838
First Personal Financial Services
North Carolina
$15K -$31K -240 -68%
RIA
839
Realta Investment Advisors
Delaware
$14K -$21.3K -165 -63%
CCM
840
Cribstone Capital Management
Maine
$14K -$13.3K -103 -50%
AWM
841
Avior Wealth Management
Nebraska
$14K -$2.97K -23 -17%
KPCM
842
Kings Point Capital Management
New York
$14K
MAM
843
Marquette Asset Management
Minnesota
$14K
TC
844
Trust Company
Kansas
$14K
BWM
845
Baystate Wealth Management
Massachusetts
$14K +$129 +1 +1%
EARNEST Partners
846
EARNEST Partners
Georgia
$12K
WPA
847
West Paces Advisors
Georgia
$11.7K
ME
848
McIlrath & Eck
Washington
$11K +$129 +1 +1%
NCM
849
Nelson Capital Management
California
$11K +$10.6K +82 New
AS
850
Altshuler Shaham
Israel
$9K -$2.58K -20 -22%

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.