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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
GI
76
GAMCO Investors
Connecticut
$53M -$2.18M -15,805 -4%
JP
77
Jana Partners
New York
$52.4M -$64M -463,500 -56%
BGIM
78
Brandywine Global Investment Management
Pennsylvania
$52M -$7.45M -53,974 -13%
FMI
79
Factory Mutual Insurance
Massachusetts
$51.6M +$6.97M +50,470 +17%
UBS Group
80
UBS Group
Switzerland
$51.1M +$5.7M +41,260 +13%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$50.3M -$1.36M -9,873 -3%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$48.7M +$9.67M +70,048 +26%
CS
83
Credit Suisse
Switzerland
$47.2M +$8.83M +63,958 +25%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$46.2M -$1.41M -10,224 -3%
Prudential Financial
85
Prudential Financial
New Jersey
$44.6M -$9.09M -65,855 -18%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$44.4M -$5.16M -37,414 -11%
Macquarie Group
87
Macquarie Group
Australia
$44.2M +$19.1M +138,535 +84%
Man Group
88
Man Group
United Kingdom
$44.2M -$35M -253,281 -45%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$44.2M +$1.27M +9,203 +3%
Principal Financial Group
90
Principal Financial Group
Iowa
$44.1M -$839K -6,079 -2%
TC
91
Tavio Capital
New York
$43.6M +$920K +6,662 +2%
National Pension Service
92
National Pension Service
South Korea
$42.6M +$1.73M +12,548 +4%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$41.1M -$182K -1,316 -0.5%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$40.4M -$122K -886 -0.3%
Mariner
95
Mariner
Kansas
$39M +$337K +2,444 +0.9%
First Manhattan
96
First Manhattan
New York
$38.6M -$117K -849 -0.3%
SEI Investments
97
SEI Investments
Pennsylvania
$38.5M -$2.41M -17,448 -6%
FCM
98
Freshford Capital Management
New York
$38.4M -$148K -1,073 -0.4%
Fidelity International
99
Fidelity International
Bermuda
$37.8M +$695K +5,037 +2%
RJA
100
Raymond James & Associates
Florida
$37.5M +$11.8M +85,588 +50%

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.