We are live on ! Find out more
ZBH icon

Zimmer Biomet

883 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.49% less ownership

Funds ownership: 92.39%91.9% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 313

1% less funds holding

Funds holding: 896883 (-13)

8% less capital invested

Capital invested by funds: $23.4B → $21.5B (-$1.91B)

43% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $53.2M

Holders
883
Holders Change
-13
Holders Change %
-1.45%
% of All Funds
19.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
76
Increased
295
Reduced
313
Closed
74
Calls
$30.5M
Puts
$53.2M
Net Calls
-$22.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
851
Prestige Wealth Management Group
New Jersey
$4K
SIA
852
SeaBridge Investment Advisors
New Jersey
$4K
WWM
853
Willingdon Wealth Management
North Carolina
$4K
WEC
854
Winslow Evans & Crocker
Massachusetts
$4K
LGWM
855
Litman Gregory Wealth Management
California
$4K +$3.87K +33 New
BL
856
Balentine LLC
Georgia
$4K +$3.98K +34 New
GT
857
Glenmede Trust
Pennsylvania
$3.42K +$5.86K +50 +0.2%
SQA
858
Simon Quick Advisors
New Jersey
$3.18K -$57K -487 -95%
FRA
859
Front Row Advisors
California
$3K +$2.81K +24 New
FBT
860
First Bank & Trust
South Dakota
$3K +$3.16K +27 New
EWA
861
Evolution Wealth Advisors
Florida
$3K +$3.51K +30 New
HI
862
Hudock Inc
Pennsylvania
$2K -$58K -495 -96%
BWA
863
BDO Wealth Advisors
Florida
$2K
GWS
864
Glassman Wealth Services
Virginia
$2K
HI
865
Human Investing
Oregon
$2K
IRC
866
Investors Research Corp
Georgia
$2K
TFGT
867
TS Financial Group (TSFG)
Illinois
$2K
Kayne Anderson Rudnick Investment Management
868
Kayne Anderson Rudnick Investment Management
California
$2K +$1.64K +14 New
UB
869
UMB Bank
Missouri
$1.18K +$32.3K +276 +3%
APC
870
Aspire Private Capital
North Carolina
$1K
AC
871
Avestar Capital
New York
$1K
BHWM
872
Bay Harbor Wealth Management
Maryland
$1K
GWMIA
873
Global Wealth Management Investment Advisory
Florida
$1K
JWA
874
JFS Wealth Advisors
Pennsylvania
$1K
LWANC
875
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K

ZBH Hedge Fund Activity: Q2 2019 in Review

883 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2019, worth a combined $21.5B — down 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ZBH positions and 74 closed out — a net gain of 2 holders — while 295 added to existing stakes and 313 trimmed.

The largest buyer was Nuveen, adding an estimated $500M. The largest seller was Longview Partners, exiting entirely with an estimated $294M sold.

  • 883 institutional investors held Zimmer Biomet (ZBH) as of Q2 2019, down from 896 in Q1 2019.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 76 funds opened new Zimmer Biomet positions in Q2 2019 and 74 closed out, a net change of +2 holders.
  • The largest Zimmer Biomet buyer in Q2 2019 was Nuveen, an estimated $500M added.
  • The largest Zimmer Biomet seller in Q2 2019 was Longview Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2019.