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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
GWS
876
Glassman Wealth Services
Virginia
$3K +$1.16K +9 +60%
GI
877
Gradient Investments
Minnesota
$3K +$1.29K +10 +91%
CWM
878
Cranbrook Wealth Management
Michigan
$3K +$3.23K +25 New
LGWM
879
Litman Gregory Wealth Management
California
$2K -$2.2K -17 -52%
BWA
880
BDO Wealth Advisors
Florida
$2K
HI
881
Hudock Inc
Pennsylvania
$2K
Kayne Anderson Rudnick Investment Management
882
Kayne Anderson Rudnick Investment Management
California
$2K
TFGT
883
TS Financial Group (TSFG)
Illinois
$2K
UB
884
UMB Bank
Missouri
$1.31K -$68.2K -528 -5%
WWM
885
Willingdon Wealth Management
North Carolina
$1K -$4K -31 -89%
APC
886
Aspire Private Capital
North Carolina
$1K
BHWM
887
Bay Harbor Wealth Management
Maryland
$1K
GWMIA
888
Global Wealth Management Investment Advisory
Florida
$1K
JWA
889
JFS Wealth Advisors
Pennsylvania
$1K
LWANC
890
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MA
891
MCF Advisors
Kentucky
$1K
RWG
892
Regal Wealth Group
California
$1K
SWP
893
Strategic Wealth Partners
Ohio
$994 +$984K +7,620 +15,875%
Point72 Asset Management
894
Point72 Asset Management
Connecticut
-$107M -937,438 Closed
Renaissance Technologies
895
Renaissance Technologies
New York
-$42.8M -374,199 Closed
PFC
896
Poplar Forest Capital
California
-$41M -359,100 Closed
USAA
897
United Services Automobile Association
Texas
-$33.9M -296,626 Closed
PC
898
Polar Capital
United Kingdom
-$22.2M -194,018 Closed
KCM
899
Kingdon Capital Management
New York
-$11M -96,543 Closed
MC
900
Maverick Capital
Texas
-$4.38M -38,337 Closed

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.