We are live on ! Find out more
ZBH icon

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
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$35.9M -$1.42M -10,300 -4%
Citadel Advisors
102
Citadel Advisors
Florida
$35.8M -$96.9M -702,144 -74%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$35.7M +$12.3K +89 +0%
MAM
104
Martingale Asset Management
Massachusetts
$35.1M -$1.78M -12,875 -5%
TG
105
TCW Group
California
$34.6M +$12.3M +89,062 +60%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$32.2M +$28.1M +203,471 +1,104%
BG
107
Bellevue Group
Switzerland
$32.2M +$10M +72,779 +49%
EVM
108
Eaton Vance Management
Massachusetts
$29.7M +$375K +2,715 +1%
ITP
109
Iron Triangle Partners
Connecticut
$29.3M +$27.8M +201,534 New
PF
110
Phoenix Financial
Israel
$29M
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$28.7M +$5.75M +41,681 +27%
WP
112
Woodline Partners
California
$28.3M +$26.9M +194,997 New
EDRH
113
Edmond de Rothschild Holding
Switzerland
$27.1M -$2.09M -15,146 -8%
O
114
OrbiMed
New York
$26.7M +$25.4M +184,061 New
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$26.4M +$50.4K +365 +0.2%
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$26.3M +$483K +3,500 +2%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$26.1M -$355K -2,573 -1%
AC
118
Alleghany Corporation
New York
$26M +$24.7M +179,220 New
PI
119
Putnam Investments
Massachusetts
$25.8M -$4.18M -30,303 -15%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$24.5M +$837K +6,067 +4%
Canada Life
121
Canada Life
Manitoba, Canada
$23.6M +$545K +3,947 +2%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$23M -$1.49M -10,766 -6%
MAM
123
Madison Asset Management
Wisconsin
$22.5M +$21.3M +154,582 New
CC
124
Carlson Capital
Texas
$22.4M -$4.45M -32,273 -17%
CWM
125
CIBC World Markets
New York
$22.2M +$10.6M +76,719 +101%

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.