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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
FA
926
FDx Advisors
Illinois
-$331K -2,892 Closed
BCM
927
BBT Capital Management
Texas
-$280K -2,452 Closed
NIT
928
NumerixS Investment Technologies
British Columbia, Canada
-$271K -2,369 Closed
1832 Asset Management
929
1832 Asset Management
Ontario, Canada
-$203K -2,157 Closed
ER
930
Enlightenment Research
Florida
-$235K -2,060 Closed
AWA
931
Alaska Wealth Advisors
Alaska
-$248K -1,998 Closed
AF
932
Alerus Financial
North Dakota
-$220K -1,926 Closed
CCM
933
Community Capital Management
Florida
-$220K -1,925 Closed
FCH
934
Freestone Capital Holdings
Washington
-$218 -1,904 Closed
HI
935
Horizon Investments
North Carolina
-$215K -1,883 Closed
WAM
936
Wolverine Asset Management
Illinois
-$194K -1,706 Closed
CAW
937
Cornerstone Advisors (Washington)
Washington
-$166K -1,449 Closed
ESB
938
Essex Savings Bank
Connecticut
-$149K -1,298 Closed
YWP
939
YorkBridge Wealth Partners
New York
-$125K -1,090 Closed
TNBTD
940
Trustmark National Bank Trust Department
Mississippi
-$94K -824 Closed
Acadian Asset Management
941
Acadian Asset Management
Massachusetts
-$91K -797 Closed
DWM
942
Doyle Wealth Management
Florida
-$47K -412 Closed
AOWM
943
Alpha Omega Wealth Management
Virginia
-$37K -328 Closed
OIA
944
OneDigital Investment Advisors
Kansas
-$26K -232 Closed
TPWA
945
TRUE Private Wealth Advisors
Oregon
-$26K -232 Closed
PCP
946
Proficio Capital Partners
Massachusetts
-$22K -188 Closed
NCM
947
Next Capital Management
New York
-$18K -160 Closed
MWM
948
Mascoma Wealth Management
New Hampshire
-$12K -103 Closed
AWM
949
Arbor Wealth Management
Florida
-$10K -84 Closed
CBT
950
Central Bank & Trust
Kentucky
-$9K -76 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.