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Zimmer Biomet

896 hedge funds and large institutions have $25B invested in Zimmer Biomet in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 282 increasing their positions, 349 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $79.1M | Put options by funds: $57.7M

27% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 63

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

16% more capital invested

Capital invested by funds: $21.5B → $25B (+$3.5B)

1% more funds holding

Funds holding: 883896 (+13)

0.59% less ownership

Funds ownership: 91.9%91.31% (-0.59%)

19% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 349

Holders
896
Holders Change
+13
Holders Change %
+1.47%
% of All Funds
19.65%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.5%
New
80
Increased
282
Reduced
349
Closed
63
Calls
$79.1M
Puts
$57.7M
Net Calls
+$21.4M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
101
Martingale Asset Management
Massachusetts
$33.9M -$2.66M -20,587 -7%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$32.7M +$2.34M +18,077 +8%
FIM
103
Foresters Investment Management
New York
$30.2M -$3.99M -30,900 -12%
Marshall Wace
104
Marshall Wace
United Kingdom
$29.9M +$7.76M +60,089 +37%
Citigroup
105
Citigroup
New York
$28.1M +$3.06M +23,673 +13%
PI
106
Putnam Investments
Massachusetts
$27.7M +$4.86M +37,595 +22%
EVM
107
Eaton Vance Management
Massachusetts
$26.9M -$54K -418 -0.2%
EDRH
108
Edmond de Rothschild Holding
Switzerland
$26.8M -$6.34M -49,061 -20%
PF
109
Phoenix Financial
Israel
$25.6M +$25.9M +200,850 New
CC
110
Carlson Capital
Texas
$24.9M -$25M -193,880 -51%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$24.2M -$87.9M -680,594 -79%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$24.2M +$129K +995 +0.6%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$23.8M +$1.01M +7,785 +4%
Lord, Abbett & Co
114
Lord, Abbett & Co
New Jersey
$23.6M -$636K -4,920 -3%
RJA
115
Raymond James & Associates
Florida
$22.9M +$3.52M +27,283 +19%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$22.5M -$14.9M -115,669 -41%
Macquarie Group
117
Macquarie Group
Australia
$22.1M -$1.24M -9,630 -5%
TA
118
Tamarack Advisers
California
$22M +$9.31M +72,100 +78%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$21.7M -$1.18M -9,158 -5%
MIH
120
Madison Investment Holdings
Wisconsin
$21.6M +$20.9M +161,792 New
QAM
121
QCI Asset Management
New York
$21.4M +$791K +6,125 +4%
Canada Life
122
Canada Life
Manitoba, Canada
$21.3M -$452K -3,502 -2%
ECM
123
Endurant Capital Management
California
$20.9M +$5.7M +44,150 +39%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$20.7M -$21.2M -164,163 -51%
TG
125
TCW Group
California
$19.9M +$16.5M +127,348 +583%

ZBH Hedge Fund Activity: Q3 2019 in Review

896 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2019, worth a combined $25B — up 16% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ZBH positions and 63 closed out — a net gain of 17 holders — while 282 added to existing stakes and 349 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $155M. The largest seller was Jana Partners, cutting an estimated $143M.

  • 896 institutional investors held Zimmer Biomet (ZBH) as of Q3 2019, up from 883 in Q2 2019.
  • Funds reported $25B of Zimmer Biomet stock for Q3 2019, up 16% quarter-over-quarter.
  • 80 funds opened new Zimmer Biomet positions in Q3 2019 and 63 closed out, a net change of +17 holders.
  • The largest Zimmer Biomet buyer in Q3 2019 was Amundi Asset Management US, an estimated $155M added.
  • The largest Zimmer Biomet seller in Q3 2019 was Jana Partners, an estimated $143M sold.

Based on aggregated 13F filings for Q3 2019.