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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
AS
826
Altshuler Shaham
Israel
$11K +$1.83K +14 +14%
PWMG
827
Prestige Wealth Management Group
New Jersey
$11K +$8.39K +64 +145%
FP
828
Financial Perspectives
Minnesota
$10.6K
AWM
829
Avior Wealth Management
Nebraska
$10K -$1.05K -8 -7%
BWM
830
Baystate Wealth Management
Massachusetts
$10K
CCM
831
Cribstone Capital Management
Maine
$10K
EWP
832
Engrave Wealth Partners
Texas
$10K
KPCM
833
Kings Point Capital Management
New York
$10K
MAM
834
Marquette Asset Management
Minnesota
$10K
TC
835
Trust Company
Kansas
$10K
NEIRG
836
New England Investment & Retirement Group
Massachusetts
$10K +$13.5K +103 New
OSAM
837
O'Shaughnessy Asset Management
Connecticut
$9K -$10.9K -83 -48%
EARNEST Partners
838
EARNEST Partners
Georgia
$9K
PW
839
Price Wealth
Texas
$9K +$11.3K +86 +956%
WPA
840
West Paces Advisors
Georgia
$8.59K
ME
841
McIlrath & Eck
Washington
$8K
BWM
842
BerganKDV Wealth Management
Minnesota
$8K +$10.2K +78 New
LS
843
Leelyn Smith
Illinois
$7K
PP
844
PrairieView Partners
Minnesota
$7K +$9.83K +75 New
MCM
845
McMillion Capital Management
North Carolina
$6K +$8.39K +64 New
BG
846
Bollard Group
Massachusetts
$5K
IWP
847
IAG Wealth Partners
Wisconsin
$5K
LWM
848
Lenox Wealth Management
Ohio
$5K
AW
849
Avion Wealth
Texas
$5K +$6.82K +52 New
SL
850
Savior LLC
Massachusetts
$4K -$524 -4 -9%

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.