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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
CIC
151
Crawford Investment Counsel
Georgia
$14.5M +$147K +1,066 +1%
AG
152
Aperio Group
California
$14.5M +$347K +2,516 +3%
Citigroup
153
Citigroup
New York
$14.4M -$15.5M -112,131 -53%
PI
154
PGGM Investments
Netherlands
$14.2M +$13.5M +97,860 New
PHP
155
Parkman Healthcare Partners
Connecticut
$14.2M +$13.5M +97,850 New
BAPIM
156
British Airways Pensions Investment Management
United Kingdom
$14.2M +$13.5M +97,548 New
WC
157
Wexford Capital
Florida
$14M +$13.3M +96,623 New
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$13.7M +$187K +1,353 +1%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$13.5M +$69.2K +501 +0.5%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$13.4M -$295K -2,136 -2%
BHIA
161
Birch Hill Investment Advisors
Massachusetts
$13.3M +$32.7K +237 +0.3%
MAM
162
Majedie Asset Management
United Kingdom
$13.2M +$4.11M +29,769 +49%
NGM
163
North Growth Management
British Columbia, Canada
$13M
BIM
164
Bogle Investment Management
Massachusetts
$12.9M -$521K -3,776 -4%
CCMD
165
Cypress Capital Management (Delaware)
Delaware
$12.8M -$9.94K -72 -0.1%
KOCAA
166
Knights of Columbus Asset Advisors
Connecticut
$12.5M +$8.86M +64,211 +293%
SIA
167
Sit Investment Associates
Minnesota
$12.3M -$1.38M -10,027 -11%
Stifel Financial
168
Stifel Financial
Missouri
$12.3M +$1.61M +11,664 +16%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$12.2M -$133K -961 -1%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$12M
OCM
171
Olstein Capital Management
New York
$11.8M -$199K -1,442 -2%
DA
172
DSC Advisors
Illinois
$11.7M -$912K -6,606 -8%
Harris Associates
173
Harris Associates
Illinois
$11.6M -$793K -5,743 -7%
EHC
174
Everett Harris & Co
California
$11.5M -$80.3K -582 -0.7%
JGC
175
J. Goldman & Co
New York
$11.4M -$1.28M -9,290 -11%

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.