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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
TC
76
Tavio Capital
New York
$40.9M -$3.92M -33,493 -9%
Axa
77
Axa
France
$40.8M +$18.3M +156,155 +78%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$40.6M +$630K +5,380 +2%
ACA
79
Anchor Capital Advisors
Massachusetts
$40.4M -$123K -1,050 -0.3%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$40.2M +$272K +2,322 +0.7%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$38.6M -$682K -5,823 -2%
Squarepoint
82
Squarepoint
New York
$37.6M +$34.3M +293,183 +811%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$37.6M -$194K -1,655 -0.5%
SEI Investments
84
SEI Investments
Pennsylvania
$37.2M +$4.22M +36,010 +12%
Principal Financial Group
85
Principal Financial Group
Iowa
$35.7M +$450K +3,846 +1%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$34.9M +$8.51M +72,646 +31%
USAA
87
United Services Automobile Association
Texas
$33.9M -$85.1K -727 -0.2%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$32.5M
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$32.5M -$1.5M -12,809 -4%
DLA
90
Douglas Lane & Associates
New York
$32.1M +$26.7M +228,162 +433%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$31.8M -$1.71M -14,605 -5%
MAM
92
Martingale Asset Management
Massachusetts
$31.4M +$1.4M +11,948 +5%
First Manhattan
93
First Manhattan
New York
$31.1M -$2.87M -24,483 -8%
National Pension Service
94
National Pension Service
South Korea
$30.6M +$1.67M +14,288 +6%
FIM
95
Foresters Investment Management
New York
$29.4M +$2.25M +19,209 +8%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$29.3M -$31.1M -265,665 -51%
EDRH
97
Edmond de Rothschild Holding
Switzerland
$28.6M -$5.17M -44,126 -15%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$28.2M +$5.52M +47,110 +24%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$26M -$319K -2,721 -1%
CSS
100
Cubist Systematic Strategies
Connecticut
$25.7M +$26.1M +222,998 +12,423%

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.