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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
Prudential Financial
76
Prudential Financial
New Jersey
$49.5M -$114M -881,414 -70%
DLA
77
Douglas Lane & Associates
New York
$48.3M +$10.6M +81,737 +29%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$47.7M +$898K +6,948 +2%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$47.4M +$110K +850 +0.2%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$45.5M -$4.38M -33,898 -9%
ACA
81
Anchor Capital Advisors
Massachusetts
$45.1M -$1.92M -14,864 -4%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$43.7M -$1.21M -9,333 -3%
SCM
83
Snow Capital Management
Pennsylvania
$41.5M -$15.4M -119,557 -28%
UBS Group
84
UBS Group
Switzerland
$41.3M +$16.5M +127,608 +70%
Principal Financial Group
85
Principal Financial Group
Iowa
$41.3M -$323K -2,503 -0.8%
FMI
86
Factory Mutual Insurance
Massachusetts
$40.6M -$7.05M -54,590 -15%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$39.4M -$1.22M -9,443 -3%
TC
88
Tavio Capital
New York
$39.1M -$8.35M -64,618 -18%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$37.8M -$88.7K -687 -0.2%
SEI Investments
90
SEI Investments
Pennsylvania
$37.6M -$5.59M -43,293 -13%
National Pension Service
91
National Pension Service
South Korea
$37.4M +$1.72M +13,288 +5%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$37.2M +$131K +1,017 +0.4%
First Manhattan
93
First Manhattan
New York
$35.5M -$744K -5,756 -2%
Mariner
94
Mariner
Kansas
$35.4M +$11.2M +86,451 +48%
FCM
95
Freshford Capital Management
New York
$35.4M +$7.53M +58,255 +28%
Canada Pension Plan Investment Board
96
Canada Pension Plan Investment Board
Ontario, Canada
$35.3M +$12.7M +98,451 +59%
CS
97
Credit Suisse
Switzerland
$34.7M +$6.63M +51,341 +25%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$34.3M +$168K +1,299 +0.5%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$34.1M +$1.19M +9,237 +4%
Fidelity International
100
Fidelity International
Bermuda
$34M +$22.6M +175,298 +219%

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.