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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
MWM
1001
Modera Wealth Management
New Jersey
-$215K -1,480 Closed
APG
1002
Abacus Planning Group
South Carolina
-$214K -1,472 Closed
SIG
1003
Sargent Investment Group
Maryland
-$210K -1,442 Closed
HFBOT
1004
Home Federal Bank of Tennessee
Tennessee
-$208K -1,431 Closed
MBTD
1005
Mechanics Bank - Trust Department
California
-$206K -1,416 Closed
OIA
1006
OneDigital Investment Advisors
Kansas
-$205K -1,410 Closed
BC
1007
Burney Company
Virginia
-$205K -1,408 Closed
AAS
1008
Avantax Advisory Services
Texas
-$205K -1,406 Closed
BFA
1009
Bragg Financial Advisors
North Carolina
-$204K -1,402 Closed
BSW
1010
Buckingham Strategic Wealth
Missouri
-$203K -1,399 Closed
MIC
1011
Means Investment Company
Maine
-$203K -1,399 Closed
SCA
1012
Sippican Capital Advisors
Massachusetts
-$201K -1,380 Closed
SCM
1013
Shelton Capital Management
Colorado
-$200K -1,378 Closed
ACM
1014
Allred Capital Management
Texas
-$191K -1,312 Closed
FIB
1015
First Interstate Bank
Montana
-$168K -1,160 Closed
CWA
1016
Capital Wealth Alliance
Arizona
-$165K -1,148 Closed
CMBA
1017
C.M. Bidwell & Associates
Hawaii
-$159K -1,092 Closed
FPS
1018
Fieldpoint Private Securities
Connecticut
-$150K -1,030 Closed
THWM
1019
Taylor Hoffman Wealth Management
Virginia
-$139K -958 Closed
WG
1020
Welch Group
Alabama
-$135K -927 Closed
Walleye Capital
1021
Walleye Capital
New York
-$105K -720 Closed
GDP
1022
Great Diamond Partners
Maine
-$90K -624 Closed
GLI
1023
Guardian Life Insurance
New York
-$91K -623 Closed
PCM
1024
Prelude Capital Management
New York
-$60K -412 Closed
CHAM
1025
Clear Harbor Asset Management
Connecticut
-$57.6K -397 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.