We are live on ! Find out more
ZBH icon

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
BHWM
976
Bar Harbor Wealth Management
New Hampshire
-$259K -1,783 Closed
HAC
977
Harbor Advisory Corp
New Hampshire
-$257K -1,766 Closed
FMBTD
978
First Midwest Bank Trust Division
Illinois
-$256K -1,762 Closed
ISB
979
Iowa State Bank
Iowa
-$255K -1,757 Closed
TAM
980
Taurus Asset Management
New York
-$255K -1,753 Closed
BMM
981
Buffington Mohr McNeal
Idaho
-$254K -1,751 Closed
AFM
982
Abbot Financial Management
Massachusetts
-$251K -1,730 Closed
FP
983
Foundry Partners
Minnesota
-$243K -1,670 Closed
SFC
984
SYM Financial Corp
Indiana
-$243K -1,670 Closed
BAS
985
Brown Advisory Securities
Maryland
-$242K -1,667 Closed
AWM
986
Aries Wealth Management
Maine
-$238K -1,658 Closed
PIM
987
Penobscot Investment Management
Massachusetts
-$239K -1,642 Closed
BIM
988
Bridges Investment Management
Nebraska
-$238K -1,636 Closed
DCM
989
Donaldson Capital Management
Indiana
-$235K -1,620 Closed
HAG
990
HighPoint Advisor Group
Illinois
-$234K -1,618 Closed
CBN
991
Cadence Bank NA
Texas
-$234K -1,608 Closed
HCM
992
Howland Capital Management
Massachusetts
-$232K -1,600 Closed
KP
993
Keel Point
Alabama
-$230K -1,581 Closed
PP
994
Palladium Partners
Virginia
-$229K -1,575 Closed
PAM
995
Palisade Asset Management
Minnesota
-$229K -1,573 Closed
MGIM
996
M&G Investment Management
United Kingdom
-$226K -1,553 Closed
SFG
997
SevenBridge Financial Group
Pennsylvania
-$225K -1,550 Closed
MPCG
998
Matrix Private Capital Group
New York
-$221K -1,520 Closed
LNC
999
Lincoln National Corp
Pennsylvania
-$218K -1,502 Closed
BFM
1000
Boothbay Fund Management
New York
-$215K -1,482 Closed

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.