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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
CWA
951
Carolina Wealth Advisors
South Carolina
$6K +$5.66K +41 New
IWP
952
IAG Wealth Partners
Wisconsin
$6K +$5.66K +41 New
HGWM
953
Harvest Group Wealth Management
Massachusetts
$5K -$1.1K -8 -18%
VCM
954
Versant Capital Management
Arizona
$5K -$966 -7 -17%
SFG
955
Sowa Financial Group
Rhode Island
$5K +$4.55K +33 New
CWM
956
Cranbrook Wealth Management
Michigan
$4K
FBT
957
First Bank & Trust
South Dakota
$4K
WEC
958
Winslow Evans & Crocker
Massachusetts
$4K
GWS
959
Glassman Wealth Services
Virginia
$4K +$828 +6 +25%
Kayne Anderson Rudnick Investment Management
960
Kayne Anderson Rudnick Investment Management
California
$4K +$1.79K +13 +93%
SC
961
Steph & Co
Wisconsin
$4K +$3.87K +28 New
BWA
962
BDO Wealth Advisors
Florida
$3K
HI
963
Human Investing
Oregon
$3K
Lazard Asset Management
964
Lazard Asset Management
New York
$3K +$3.04K +22 New
CWP
965
CFM Wealth Partners
Texas
$3K +$3.31K +24 New
AA
966
Advisory Alpha
Michigan
$2.09K -$1.66K -12 -46%
RA
967
Rational Advisors
New York
$2K -$74.8K -542 -98%
HI
968
Hudock Inc
Pennsylvania
$2K
TFGT
969
TS Financial Group (TSFG)
Illinois
$2K
GWMIA
970
Global Wealth Management Investment Advisory
Florida
$2K +$276 +2 +20%
CA
971
CXI Advisors
Indiana
$2K +$1.52K +11 New
PA
972
PSI Advisors
Florida
$2K +$2.07K +15 New
WCM
973
Wealthcare Capital Management
Virginia
$2K +$2.21K +16 New
FPFS
974
First Personal Financial Services
North Carolina
$1K -$14.2K -103 -91%
APC
975
Aspire Private Capital
North Carolina
$1K

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.