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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
TC
926
Trust Company
Kansas
$15K
HWM
927
Howard Wealth Management
Connecticut
$15K +$15K +109 New
RIA
928
Realta Investment Advisors
Delaware
$14K +$138 +1 +1%
AS
929
Altshuler Shaham
Israel
$14K +$3.73K +27 +39%
CFGS
930
Concourse Financial Group Securities
Alabama
$14K +$7.59K +55 +134%
AA
931
Argent Advisors
Louisiana
$14K +$14.2K +103 New
EWP
932
Engrave Wealth Partners
Texas
$14K +$14.2K +103 New
EARNEST Partners
933
EARNEST Partners
Georgia
$13K
WPA
934
West Paces Advisors
Georgia
$12.7K
ME
935
McIlrath & Eck
Washington
$12K
EI
936
Ellevest Inc
New York
$12K +$10.8K +78 +3,900%
NIM
937
NuWave Investment Management
New Jersey
$11K -$467K -3,384 -98%
SIC
938
Samalin Investment Counsel
New York
$11K +$10.6K +77 New
1NWS
939
1 North Wealth Services
Maryland
$10K
SFSIG
940
San Francisco Sentry Investment Group
California
$10K +$1.24K +9 +16%
1832 Asset Management
941
1832 Asset Management
Ontario, Canada
$9K +$8.14K +59 New
CI
942
CX Institutional
Indiana
$8K
BG
943
Bollard Group
Massachusetts
$7K
LWM
944
Lenox Wealth Management
Ohio
$7K
SL
945
Savior LLC
Massachusetts
$7K +$6.21K +45 New
PWMG
946
Prestige Wealth Management Group
New Jersey
$6K -$276 -2 -4%
FFC
947
First Financial Corp
Indiana
$6K
PG
948
Proffitt & Goodson
Tennessee
$6K
WCG
949
Weaver Consulting Group
California
$6K +$276 +2 +5%
FRA
950
Front Row Advisors
California
$6K +$1.1K +8 +24%

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.