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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
CBB
1001
Citizens Business Bank
California
-$754K -5,659 Closed
TRCT
1002
Tower Research Capital (TRC)
New York
-$653K -4,902 Closed
B
1003
Barings
North Carolina
-$581K -4,356 Closed
VAS
1004
Vestmark Advisory Solutions
Massachusetts
-$544K -4,083 Closed
VF
1005
Virtu Financial
New York
-$517K -3,878 Closed
MSAM
1006
Moloney Securities Asset Management
Missouri
-$452K -3,394 Closed
FL
1007
Fort LP
Maryland
-$416K -3,118 Closed
BRWA
1008
B. Riley Wealth Advisors
Florida
-$389K -2,916 Closed
LCM
1009
Laurion Capital Management
New York
-$387K -2,905 Closed
RI
1010
Ridgewood Investments
New Jersey
-$285K -2,135 Closed
DA
1011
Duality Advisers
Florida
-$247K -1,854 Closed
OCM
1012
One Capital Management
California
-$229K -1,717 Closed
PP
1013
Prudential plc
United Kingdom
-$219K -1,644 Closed
SWA
1014
Stratos Wealth Advisors
Ohio
-$213K -1,595 Closed
JGUA
1015
John G. Ullman & Associates
New York
-$206K -1,545 Closed
EP
1016
Edgestream Partners
New Jersey
-$205K -1,542 Closed
FBT
1017
First Bankers Trust
Kentucky
-$205K -1,535 Closed
BEAM
1018
Baker Ellis Asset Management
Washington
-$189K -1,421 Closed
CIAS
1019
Capital Investment Advisory Services
North Carolina
-$179K -1,341 Closed
WCM
1020
Whitener Capital Management
North Carolina
-$104K -783 Closed
KWA
1021
KCS Wealth Advisory
California
-$60.4K -453 Closed
GSWM
1022
Golden State Wealth Management
California
-$48K -362 Closed
NCM
1023
Nelson Capital Management
California
-$11K -82 Closed
APSP
1024
Asset Planning Services (Pennsylvania)
Pennsylvania
-$7K -50 Closed
NIC
1025
Northwest Investment Counselors
Oregon
-$6K -47 Closed

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.