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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
AQR Capital Management
126
AQR Capital Management
Connecticut
$21.6M +$6.32M +45,772 +44%
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$20.6M -$5.47M -39,604 -22%
US Bancorp
128
US Bancorp
Minnesota
$20.5M +$308K +2,232 +2%
ECM
129
Endurant Capital Management
California
$20.4M -$2.32M -16,822 -11%
GF
130
Gabelli Funds
New York
$19.9M -$1.28M -9,270 -6%
BNP Paribas Asset Management
131
BNP Paribas Asset Management
France
$19.7M +$18.1M +131,058 +2,866%
PVI
132
Pura Vida Investments
New York
$19.6M +$1.9M +13,749 +11%
PM
133
Prosight Management
Texas
$19.5M +$284K +2,060 +2%
GD
134
Grandfield & Dodd
New York
$19.2M +$95.9K +695 +0.5%
FA
135
Friess Associates
Delaware
$19.1M
TA
136
Tamarack Advisers
California
$18.6M -$4.98M -36,050 -22%
HIMC
137
Heritage Investors Management Corp
Maryland
$18.5M -$108K -780 -0.6%
DDPIC
138
Deroy & Devereaux Private Investment Counsel
Michigan
$18M +$499K +3,612 +3%
Asset Management One
139
Asset Management One
Japan
$17.2M -$27.6K -200 -0.2%
JFL
140
Jarislowsky, Fraser Ltd
Quebec, Canada
$16.8M -$436K -3,157 -3%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$16.2M +$531K +3,850 +4%
OA
142
Oak Associates
Ohio
$15.9M -$442K -3,199 -3%
Comerica Bank
143
Comerica Bank
Texas
$15.8M -$3.04M -22,052 -17%
Public Sector Pension Investment Board (PSP Investments)
144
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.8M +$9.37M +67,846 +166%
CAM
145
ClariVest Asset Management
California
$15.7M +$14.9M +108,040 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$15.3M
WPC
147
Waters Parkerson & Co
Louisiana
$15.2M +$45.1K +327 +0.3%
BC
148
Blackhill Capital
New Jersey
$15.2M -$14.2K -103 -0.1%
RJFSA
149
Raymond James Financial Services Advisors
Florida
$15.1M +$11.3M +81,560 +366%
VAM
150
Velanne Asset Management
United Kingdom
$14.7M +$6.76K +49 +0%

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.