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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
LWANC
876
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MA
877
MCF Advisors
Kentucky
$1K
RWG
878
Regal Wealth Group
California
$1K
GI
879
Gradient Investments
Minnesota
$1K +$918 +7 New
WIM
880
Westside Investment Management
California
$355 +$475K +3,621 New
FCH
881
Freestone Capital Holdings
Washington
$342 +$457K +3,487 New
TI
882
tru Independence
Oregon
$210
BM
883
Bridger Management
New York
-$88.2M -606,982 Closed
SCM
884
Suvretta Capital Management
New York
-$68M -468,197 Closed
PHS
885
PFM Health Sciences
California
-$66.3M -455,906 Closed
JP
886
Jana Partners
New York
-$52.4M -360,500 Closed
Fidelity International
887
Fidelity International
Bermuda
-$37.8M -260,343 Closed
WP
888
Woodline Partners
California
-$28.3M -194,997 Closed
O
889
OrbiMed
New York
-$26.7M -184,061 Closed
CC
890
Carlson Capital
Texas
-$22.4M -154,318 Closed
FA
891
Friess Associates
Delaware
-$19.1M -131,325 Closed
TA
892
Tamarack Advisers
California
-$18.6M -128,750 Closed
PHP
893
Parkman Healthcare Partners
Connecticut
-$14.2M -97,850 Closed
WC
894
Wexford Capital
Florida
-$14M -96,623 Closed
DA
895
DSC Advisors
Illinois
-$11.7M -80,773 Closed
JGC
896
J. Goldman & Co
New York
-$11.4M -78,313 Closed
QC
897
Quadrature Capital
United Kingdom
-$10.3M -70,791 Closed
Hudson Bay Capital Management
898
Hudson Bay Capital Management
Connecticut
-$9.73M -66,950 Closed
PL
899
Perpetual Ltd
Australia
-$8.43M -58,138 Closed
APM
900
Avidity Partners Management
Texas
-$8.16M -56,135 Closed

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.