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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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$13.3M +$8.86M +67,576 +99%
GD
127
Grandfield & Dodd
New York
$13M +$52.7K +402 +0.3%
GF
128
Gabelli Funds
New York
$12.9M -$746K -5,691 -4%
Skandinaviska Enskilda Banken (SEB)
129
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.8M +$12M +91,587 +235%
Comerica Bank
130
Comerica Bank
Texas
$12.4M +$260K +1,980 +2%
VAM
131
Velanne Asset Management
United Kingdom
$12.3M +$3.13M +23,871 +24%
HIMC
132
Heritage Investors Management Corp
Maryland
$12.2M -$346K -2,636 -2%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$12.2M +$1.63M +12,457 +11%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$12M +$2.37M +18,090 +17%
BIM
135
Bogle Investment Management
Massachusetts
$11.6M +$3.87M +29,498 +33%
Asset Management One
136
Asset Management One
Japan
$11.5M -$146K -1,117 -0.9%
WPC
137
Waters Parkerson & Co
Louisiana
$11.5M +$1.63M +12,448 +12%
BAPIM
138
British Airways Pensions Investment Management
United Kingdom
$11.4M +$2.43M +18,556 +19%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$11.4M -$82M -625,783 -84%
PVI
140
Pura Vida Investments
New York
$11.2M -$2.69M -20,536 -15%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$11.1M +$8.52M +65,009 +135%
JFL
142
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.9M -$573K -4,372 -4%
KBC Group
143
KBC Group
Belgium
$10.8M +$4.58M +34,963 +47%
OA
144
Oak Associates
Ohio
$10.6M -$190K -1,447 -1%
PM
145
Prosight Management
Texas
$10.6M -$3.38M -25,750 -19%
BG
146
Bellevue Group
Switzerland
$10.6M -$14.9M -113,506 -51%
BC
147
Blackhill Capital
New Jersey
$10.1M -$135K -1,030 -1%
N
148
Natixis
France
$10.1M +$12.2M +92,800 +943%
AG
149
Aperio Group
California
$10M +$353K +2,694 +3%
PI
150
PGGM Investments
Netherlands
$9.6M

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.