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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
CWA
851
Carolina Wealth Advisors
South Carolina
$4K
PG
852
Proffitt & Goodson
Tennessee
$4K
WCG
853
Weaver Consulting Group
California
$4K
WEC
854
Winslow Evans & Crocker
Massachusetts
$4K
HWA
855
HHM Wealth Advisors
Tennessee
$4K +$5.9K +45 New
CI
856
CX Institutional
Indiana
$3K -$3.67K -28 -50%
FBT
857
First Bank & Trust
South Dakota
$3K
Kayne Anderson Rudnick Investment Management
858
Kayne Anderson Rudnick Investment Management
California
$3K
SFG
859
Sowa Financial Group
Rhode Island
$3K
SC
860
Steph & Co
Wisconsin
$3K
BII
861
Bainco International Investors
Massachusetts
$3K +$4.33K +33 New
FRA
862
Front Row Advisors
California
$2K -$2.75K -21 -50%
CWP
863
CFM Wealth Partners
Texas
$2K
HI
864
Human Investing
Oregon
$2K
Lazard Asset Management
865
Lazard Asset Management
New York
$2K
TFGT
866
TS Financial Group (TSFG)
Illinois
$2K
CAN
867
Claraphi Advisory Network
United States
$2K +$2.49K +19 New
AA
868
Advisory Alpha
Michigan
$1.58K
OAM
869
Optimal Asset Management
California
$1.52K +$1.36M +10,384 +204%
NL
870
NWAM LLC
Washington
$1.51K +$1.68M +12,832 +500%
RWML
871
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.21K
CCA
872
Column Capital Advisors
Indiana
$1K
GWMIA
873
Global Wealth Management Investment Advisory
Florida
$1K
HI
874
Hudock Inc
Pennsylvania
$1K
JWA
875
JFS Wealth Advisors
Pennsylvania
$1K

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.