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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
HR
826
Howe & Rusling
New York
$79K
OSNBOA
827
Old Second National Bank of Aurora
Illinois
$77K +$36.3K +263 +97%
CLOS
828
Compagnie Lombard Odier SCmA
Switzerland
$75K +$22.8K +165 +48%
ATC
829
Adirondack Trust Company
New York
$74K
JFA
830
JNBA Financial Advisors
Minnesota
$74K
Loomis, Sayles & Company
831
Loomis, Sayles & Company
Massachusetts
$74K +$6.07K +44 +9%
CYG
832
Clean Yield Group
Vermont
$73K
AA
833
Ancora Advisors
Ohio
$73K +$72.7K +527 New
GAM
834
Gemmer Asset Management
California
$72K
Walleye Trading
835
Walleye Trading
New York
$69K +$65.8K +477 New
IAS
836
IMA Advisory Services
Colorado
$68K
OAM
837
Oppenheimer Asset Management
New York
$65K -$15.2K -110 -20%
SIC
838
Salem Investment Counselors
North Carolina
$65K +$138 +1 +0.2%
ZB
839
Zions Bancorporation
Utah
$63K -$51.5K -373 -46%
AF
840
Advisornet Financial
Minnesota
$61K +$13.9K +101 +32%
PCM
841
Prelude Capital Management
New York
$60K -$770K -5,576 -93%
FPB
842
First PREMIER Bank
South Dakota
$60K
HCA
843
Horan Capital Advisors
Ohio
$60K
GEA
844
Glen Eagle Advisors
New Jersey
$59K +$14.2K +103 +34%
OC
845
Oakworth Capital
Alabama
$58K
SQA
846
Simon Quick Advisors
New Jersey
$58K +$1.38K +10 +3%
CHAM
847
Clear Harbor Asset Management
Connecticut
$57.6K +$54.8K +397 New
ST
848
Smithfield Trust
Pennsylvania
$57K -$2.07K -15 -4%
PMFA
849
Plante Moran Financial Advisors
Michigan
$56K +$4.69K +34 +10%
JGIA
850
Jackson Grant Investment Advisers
Connecticut
$55K

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.