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Zimmer Biomet

883 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.49% less ownership

Funds ownership: 92.39%91.9% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 313

1% less funds holding

Funds holding: 896883 (-13)

8% less capital invested

Capital invested by funds: $23.4B → $21.5B (-$1.91B)

43% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $53.2M

Holders
883
Holders Change
-13
Holders Change %
-1.45%
% of All Funds
19.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
76
Increased
295
Reduced
313
Closed
74
Calls
$30.5M
Puts
$53.2M
Net Calls
-$22.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
926
Bruderman Asset Management
New York
-$105K -848 Closed
AWM
927
Aevitas Wealth Management
Massachusetts
-$90K -727 Closed
DBT
928
Dubuque Bank & Trust
Iowa
-$84K -678 Closed
NSIM
929
North Star Investment Management
Illinois
-$73K -587 Closed
TFS
930
TrustCore Financial Services
Tennessee
-$64K -515 Closed
FIA
931
FNY Investment Advisers
New York
-$54K -438 Closed
HCA
932
Horan Capital Advisors
Ohio
-$51K -410 Closed
LFA
933
Legacy Financial Advisors
Kentucky
-$46K -374 Closed
OFW
934
Omnia Family Wealth
Florida
-$41K -330 Closed
ADL
935
Asset Dedication LLC
California
-$32K -258 Closed
PFO
936
Pathstone Family Office
New Jersey
-$24K -196 Closed
OWD
937
Osborn Williams & Donohoe
Ohio
-$22K -180 Closed
NWA
938
New World Advisors
Massachusetts
-$20K -158 Closed
WTB
939
Washington Trust Bank
Washington
-$19K -155 Closed
SMG
940
Spectrum Management Group
Indiana
-$18K -147 Closed
KPW
941
Kore Private Wealth
New York
-$17K -134 Closed
FGAM
942
Financial Gravity Asset Management
Texas
-$13K -106 Closed
ARMC
943
American Research & Management Company
Massachusetts
-$13K -103 Closed
PGWM
944
Parisi Gray Wealth Management
New Jersey
-$11K -85 Closed
MFW
945
Mosaic Family Wealth
Missouri
-$10K -82 Closed
SAM
946
Strategy Asset Managers
California
-$10K -77 Closed
MSA
947
Marino Stram & Associates
Massachusetts
-$7K -55 Closed
AA
948
Advisory Alpha
Michigan
-$5.85K -49 Closed
PWM
949
PRW Wealth Management
Massachusetts
-$6K -45 Closed
CHP
950
Cable Hill Partners
Oregon
-$5K -42 Closed

ZBH Hedge Fund Activity: Q2 2019 in Review

883 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2019, worth a combined $21.5B — down 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ZBH positions and 74 closed out — a net gain of 2 holders — while 295 added to existing stakes and 313 trimmed.

The largest buyer was Nuveen, adding an estimated $500M. The largest seller was Longview Partners, exiting entirely with an estimated $294M sold.

  • 883 institutional investors held Zimmer Biomet (ZBH) as of Q2 2019, down from 896 in Q1 2019.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 76 funds opened new Zimmer Biomet positions in Q2 2019 and 74 closed out, a net change of +2 holders.
  • The largest Zimmer Biomet buyer in Q2 2019 was Nuveen, an estimated $500M added.
  • The largest Zimmer Biomet seller in Q2 2019 was Longview Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2019.