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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
FHA
851
Flagship Harbor Advisors
Massachusetts
$9K
BL
852
Balentine LLC
Georgia
$9K +$3.88K +30 +88%
1NWS
853
1 North Wealth Services
Maryland
$9K +$9.04K +70 New
SFSIG
854
San Francisco Sentry Investment Group
California
$8K +$2.2K +17 +43%
TAIM
855
TD Ameritrade Investment Management
Nebraska
$7K -$258 -2 -4%
APSP
856
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K
BG
857
Bollard Group
Massachusetts
$7K
CI
858
CX Institutional
Indiana
$7K +$1.29K +10 +22%
HGWM
859
Harvest Group Wealth Management
Massachusetts
$6K -$258 -2 -4%
LWM
860
Lenox Wealth Management
Ohio
$6K
PG
861
Proffitt & Goodson
Tennessee
$6K
WCG
862
Weaver Consulting Group
California
$6K
PWMG
863
Prestige Wealth Management Group
New Jersey
$6K +$1.29K +10 +28%
NIC
864
Northwest Investment Counselors
Oregon
$6K +$6.07K +47 New
CFGS
865
Concourse Financial Group Securities
Alabama
$5K -$36.9K -286 -87%
VCM
866
Versant Capital Management
Arizona
$5K -$258 -2 -5%
FFC
867
First Financial Corp
Indiana
$5K
FRA
868
Front Row Advisors
California
$5K +$1.29K +10 +42%
EWA
869
Evolution Wealth Advisors
Florida
$4K
FBT
870
First Bank & Trust
South Dakota
$4K
SIA
871
SeaBridge Investment Advisors
New Jersey
$4K
WEC
872
Winslow Evans & Crocker
Massachusetts
$4K
GT
873
Glenmede Trust
Pennsylvania
$3.79K -$184K -1,422 -5%
AA
874
Advisory Alpha
Michigan
$3.34K +$3.36K +26 New
HI
875
Human Investing
Oregon
$3K

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.