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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
LC
876
Lindbrook Capital
California
$33K +$2.76K +20 +10%
TPWA
877
TRUE Private Wealth Advisors
Oregon
$33K +$32K +232 New
BCA
878
Berman Capital Advisors
Georgia
$32K +$6.21K +45 +24%
OPS
879
Orion Portfolio Solutions
Nebraska
$32K +$30.5K +221 New
EP
880
Eudaimonia Partners
Tennessee
$32K +$30.6K +222 New
SIAS
881
Shine Investment Advisory Services
Colorado
$31K +$1.93K +14 +7%
SFFS
882
Stonehage Fleming Financial Services
Jersey
$31K +$29.1K +211 New
KPW
883
Kore Private Wealth
New York
$31K +$29.3K +212 New
AF
884
Allworth Financial
California
$30K
PFGIA
885
Patriot Financial Group Insurance Agency
Massachusetts
$30K +$828 +6 +3%
FEG
886
Financial Enhancement Group
Indiana
$29K
TVWM
887
Tower View Wealth Management
Wisconsin
$29K
JFGIW
888
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
OAJ
889
Ogorek Anthony Joseph
New York
$25K -$18.5K -134 -43%
TIM
890
Tortoise Investment Management
New York
$25K -$7.04K -51 -23%
FMTCOCP
891
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K
WAP
892
Wealthcare Advisory Partners
Pennsylvania
$25K +$2.9K +21 +14%
PA
893
Procyon Advisors
Connecticut
$25K +$23.7K +172 New
OSAM
894
O'Shaughnessy Asset Management
Connecticut
$25K +$23.9K +173 New
ANBT
895
American National Bank & Trust
Texas
$24K
WAS
896
Winch Advisory Services
Wisconsin
$24K
DOA
897
D'Orazio & Associates
Virginia
$23K
FWM
898
Focused Wealth Management
New York
$23K
HDIM
899
Hanson & Doremus Investment Management
Vermont
$23K
TCWM
900
Total Clarity Wealth Management
Illinois
$22K +$20.4K +148 New

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.