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Zimmer Biomet

884 hedge funds and large institutions have $18.7B invested in Zimmer Biomet in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 311 increasing their positions, 327 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 91.46%91.96% (+0.5%)

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 327

7% less call options, than puts

Call options by funds: $43.9M | Put options by funds: $47M

11% less funds holding

Funds holding: 990884 (-106)

32% less capital invested

Capital invested by funds: $27.3B → $18.7B (-$8.66B)

40% less funds holding in top 10

Funds holding in top 10: 2515 (-10)

57% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 163

Holders
884
Holders Change
-106
Holders Change %
-10.71%
% of All Funds
19.48%
Holding in Top 10
15
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-40%
% of All Funds
0.33%
New
70
Increased
311
Reduced
327
Closed
163
Calls
$43.9M
Puts
$47M
Net Calls
-$3.08M
Net Calls Change
-$60.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
76
Martingale Asset Management
Massachusetts
$31.3M +$10.1M +77,257 +32%
Prudential Financial
77
Prudential Financial
New Jersey
$31.2M +$1.45M +11,026 +4%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$30.9M -$430K -3,281 -1%
SEI Investments
79
SEI Investments
Pennsylvania
$30.2M +$5.66M +43,158 +16%
Principal Financial Group
80
Principal Financial Group
Iowa
$30.1M +$449K +3,422 +1%
National Pension Service
81
National Pension Service
South Korea
$29.1M +$432K +3,295 +1%
Harris Associates
82
Harris Associates
Illinois
$29.1M +$28.4M +216,460 +270%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$27.8M +$682K +5,204 +2%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$27.4M -$473K -3,605 -1%
Macquarie Group
85
Macquarie Group
Australia
$27M -$3.86M -29,458 -10%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$27M +$3.83M +29,244 +12%
WHG
87
Westwood Holdings Group
Texas
$26.9M +$31.9M +243,549 +804%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$26.2M -$12.6M -96,206 -25%
RJA
89
Raymond James & Associates
Florida
$25.9M +$862K +6,573 +3%
First Manhattan
90
First Manhattan
New York
$25.8M -$274K -2,091 -0.8%
Mariner
91
Mariner
Kansas
$25.7M -$857K -6,538 -2%
Marshall Wace
92
Marshall Wace
United Kingdom
$25M -$19.3M -147,095 -37%
PF
93
Phoenix Financial
Israel
$23.8M +$6.24M +47,568 +24%
AQR Capital Management
94
AQR Capital Management
Connecticut
$23.8M +$13M +99,003 +67%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$23.7M -$716K -5,459 -2%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$22.9M -$18M -137,462 -37%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.6M -$113M -859,310 -79%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$22.5M -$9.91M -75,595 -25%
AC
99
Alleghany Corporation
New York
$20.3M +$3.56M +27,187 +15%
EVM
100
Eaton Vance Management
Massachusetts
$19.7M -$462K -3,522 -2%

ZBH Hedge Fund Activity: Q1 2020 in Review

884 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2020, worth a combined $18.7B — down 32% from $27.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ZBH and 70 opened new positions — a net loss of 93 holders — while 327 trimmed existing stakes and 311 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $1.06B. The largest seller was Jennison Associates, cutting an estimated $138M.

  • 884 institutional investors held Zimmer Biomet (ZBH) as of Q1 2020, down from 990 in Q4 2019.
  • Funds reported $18.7B of Zimmer Biomet stock for Q1 2020, down 32% quarter-over-quarter.
  • 70 funds opened new Zimmer Biomet positions in Q1 2020 and 163 closed out, a net change of -93 holders.
  • The largest Zimmer Biomet buyer in Q1 2020 was Capital Research Global Investors, an estimated $1.06B added.
  • The largest Zimmer Biomet seller in Q1 2020 was Jennison Associates, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2020.