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
BUB
1026
BBVA USA Bancshares
Texas
-$43K -297 Closed
RMAM
1027
Raab & Moskowitz Asset Management
New Jersey
-$39K -275 Closed
EWA
1028
Evolution Wealth Advisors
Florida
-$38K -261 Closed
PWP
1029
Personal Wealth Partners
Minnesota
-$33K -225 Closed
TCWM
1030
Total Clarity Wealth Management
Illinois
-$22K -148 Closed
PGAM
1031
Princeton Global Asset Management
New Jersey
-$17 -116 Closed
HWM
1032
Howard Wealth Management
Connecticut
-$15K -109 Closed
AA
1033
Argent Advisors
Louisiana
-$14K -103 Closed
RIA
1034
Realta Investment Advisors
Delaware
-$14K -100 Closed
SIC
1035
Samalin Investment Counsel
New York
-$11K -77 Closed
NIM
1036
NuWave Investment Management
New Jersey
-$11K -72 Closed
1832 Asset Management
1037
1832 Asset Management
Ontario, Canada
-$9K -59 Closed
HGWM
1038
Harvest Group Wealth Management
Massachusetts
-$4.59K -35 -95%
CWM
1039
Cranbrook Wealth Management
Michigan
-$4K -25 Closed
WCM
1040
Wealthcare Capital Management
Virginia
-$2K -16 Closed
PA
1041
PSI Advisors
Florida
-$2K -15 Closed
RA
1042
Rational Advisors
New York
-$2K -12 Closed
FPFS
1043
First Personal Financial Services
North Carolina
-$1K -10 Closed
LWM
1044
Lionsbridge Wealth Management
Florida
-$1K -10 Closed
APC
1045
Aspire Private Capital
North Carolina
-$1K -5 Closed
SHWM
1046
Silicon Hills Wealth Management
Texas
-$31 -1 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.