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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
LFG
901
Larson Financial Group
Missouri
$21K
CA
902
Crewe Advisors
Utah
$21K +$3.17K +23 +19%
FDCDDQ
903
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.2K
TFO
904
Tarbox Family Office
California
$19K +$1.52K +11 +9%
FHA
905
Flagship Harbor Advisors
Massachusetts
$19K +$8.7K +63 +89%
RFA
906
Reilly Financial Advisors
California
$18K -$171K -1,236 -91%
1IA
907
1834 Investment Advisors
Wisconsin
$18K
AIC
908
Ameritas Investment Company
Nebraska
$18K
FCA
909
FinTrust Capital Advisors
South Carolina
$18K
HIIFS
910
Harel Insurance Investments & Financial Services
Israel
$18K
MIM
911
Macroview Investment Management
Maryland
$18K
MCM
912
MV Capital Management
Maryland
$18K
NPP
913
New Potomac Partners
Maryland
$18K
TL
914
TrueWealth LLC
Georgia
$18K
NG
915
NWK Group
California
$18K +$17.5K +127 New
ADL
916
Asset Dedication LLC
California
$18K +$17.8K +129 New
M
917
MOTCO
Texas
$17K
TAIM
918
TD Ameritrade Investment Management
Nebraska
$17K +$9.25K +67 +134%
AWM
919
Avior Wealth Management
Nebraska
$16K
FWM
920
FSA Wealth Management
Massachusetts
$16K +$14.9K +108 New
FP
921
Financial Perspectives
Minnesota
$15.7K +$14.9K +108 New
CCM
922
Cribstone Capital Management
Maine
$15K -$276 -2 -2%
BWM
923
Baystate Wealth Management
Massachusetts
$15K
KPCM
924
Kings Point Capital Management
New York
$15K
MAM
925
Marquette Asset Management
Minnesota
$15K

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.