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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
Canada Pension Plan Investment Board
101
Canada Pension Plan Investment Board
Ontario, Canada
$19.7M -$17.6M -134,118 -40%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$18.8M +$1.5M +11,417 +6%
FCM
103
Freshford Capital Management
New York
$18.4M -$10M -76,344 -29%
PI
104
Putnam Investments
Massachusetts
$18.3M +$1.18M +9,025 +5%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$18.1M +$401K +3,061 +2%
DKCM
106
Davidson Kempner Capital Management
New York
$17.6M +$17.1M +130,295 +266%
TG
107
TCW Group
California
$16.9M -$8.69M -66,326 -28%
EDRH
108
Edmond de Rothschild Holding
Switzerland
$16.9M -$1.91M -14,553 -8%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$16.8M +$21M +160,536 +1,474%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$16.8M +$17.3M +131,787 +218%
Canada Life
111
Canada Life
Manitoba, Canada
$16.5M +$488K +3,719 +2%
BGIM
112
Brandywine Global Investment Management
Pennsylvania
$16.4M -$25.2M -192,107 -54%
Lord, Abbett & Co
113
Lord, Abbett & Co
New Jersey
$16M -$2.27M -17,317 -10%
PAM
114
Panagora Asset Management
Massachusetts
$15.8M -$42.4M -323,261 -67%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$15.7M -$4.9M -37,349 -19%
DDPIC
116
Deroy & Devereaux Private Investment Counsel
Michigan
$15.6M +$4.59M +35,036 +28%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$15.5M
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$15.3M
RP
119
Reinhart Partners
Wisconsin
$15.3M +$20M +152,444 +4,461%
MWNA
120
Marshall Wace North America
New York
$14.7M -$75.3M -574,192 -79%
APG Asset Management
121
APG Asset Management
Netherlands
$14.6M +$12.8M +98,002 +193%
CAM
122
ClariVest Asset Management
California
$14M +$4.57M +34,876 +32%
Allianz Asset Management
123
Allianz Asset Management
Germany
$14M +$10.1M +77,314 +119%
US Bancorp
124
US Bancorp
Minnesota
$13.7M -$224K -1,710 -1%
Jennison Associates
125
Jennison Associates
New York
$13.4M -$138M -1,055,697 -89%

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.