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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
Aberdeen Group
151
Aberdeen Group
United Kingdom
$12.6M -$7.71M -59,722 -39%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$12.4M +$628K +4,858 +6%
Retirement Systems of Alabama
153
Retirement Systems of Alabama
Alabama
$12.3M -$745K -5,765 -6%
BIM
154
Bogle Investment Management
Massachusetts
$12.3M -$1.38M -10,663 -10%
BHIA
155
Birch Hill Investment Advisors
Massachusetts
$12.2M -$686K -5,314 -6%
WG
156
Winton Group
United Kingdom
$12M +$11.7M +90,359 New
Fisher Asset Management
157
Fisher Asset Management
Washington
$12M -$105K -811 -0.9%
NGM
158
North Growth Management
British Columbia, Canada
$11.9M
CCMD
159
Cypress Capital Management (Delaware)
Delaware
$11.8M +$1.47M +11,350 +15%
JGC
160
J. Goldman & Co
New York
$11.7M +$2.7M +20,868 +31%
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$11.7M -$507K -3,922 -4%
DA
162
DSC Advisors
Illinois
$11.6M +$11.6K +90 +0.1%
Harris Associates
163
Harris Associates
Illinois
$11.4M -$367K -2,840 -3%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$11.3M +$189K +1,463 +2%
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$11.1M -$195K -1,513 -2%
OCM
166
Olstein Capital Management
New York
$11M -$3.54M -27,398 -25%
CS
167
Candriam SCA
Luxembourg
$10.7M -$11.2M -86,663 -52%
TCM
168
Tekla Capital Management
Massachusetts
$10.6M -$277K -2,146 -3%
EHC
169
Everett Harris & Co
California
$10.6M -$842K -6,522 -8%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$10.5M -$475K -3,677 -4%
KMC
171
Kirr Marbach & Co
Indiana
$10.4M +$68.1K +527 +0.7%
MAA
172
Matrix Asset Advisors
New York
$10.2M -$1.59M -12,305 -14%
CWM
173
CIBC World Markets
New York
$10.1M -$3.91M -30,236 -28%
GC
174
Guggenheim Capital
Illinois
$9.96M -$636K -4,922 -6%
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.82M +$290K +2,248 +3%

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.