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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
PHK
851
Point72 Hong Kong
Hong Kong
$54K -$246K -1,779 -83%
CIA
852
CSat Investment Advisory
Michigan
$54K +$7.45K +54 +17%
PB
853
Pinnacle Bancorp
Nebraska
$51K
KTC
854
Kistler-Tiffany Companies
Pennsylvania
$50K
CHA
855
Carmichael Hill & Associates
Maryland
$50K +$47.1K +341 New
JSC
856
Jackson Square Capital
California
$49K +$46.7K +338 New
AIM
857
Arcadia Investment Management
Michigan
$48K
SIM
858
Sonora Investment Management
Arizona
$48K
SIS
859
Sound Income Strategies
Florida
$47K +$44.9K +325 New
BAM
860
Barrett Asset Management
New York
$46K
FCM
861
Firestone Capital Management
Florida
$45K +$42.7K +309 New
IRAG
862
Investment Research & Advisory Group
Georgia
$45K +$42.7K +309 New
CCM
863
Covington Capital Management
California
$43K +$1.1K +8 +3%
APWM
864
Atlas Private Wealth Management
New York
$43K +$41K +297 New
BUB
865
BBVA USA Bancshares
Texas
$43K +$41K +297 New
PCG
866
Private Capital Group
Connecticut
$42K
EW
867
Evoke Wealth
California
$41.7K +$1.1K +8 +3%
SWM
868
Sugarloaf Wealth Management
Georgia
$41K +$39.3K +285 New
RMAM
869
Raab & Moskowitz Asset Management
New Jersey
$39K +$38K +275 New
EWA
870
Evolution Wealth Advisors
Florida
$38K +$31.9K +231 +770%
TF
871
Tompkins Financial
New York
$37K
SSWG
872
Seven Springs Wealth Group
Tennessee
$36K +$34.1K +247 New
PO
873
Private Ocean
California
$35K -$11.3K -82 -26%
VNA
874
Valley National Advisers
Pennsylvania
$35K +$32.9K +238 New
PWP
875
Personal Wealth Partners
Minnesota
$33K

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.