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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
CIC
151
Crawford Investment Counsel
Georgia
$9.53M -$393K -2,996 -3%
Citigroup
152
Citigroup
New York
$9.52M -$243K -1,856 -2%
ECM
153
Endurant Capital Management
California
$9.51M -$5.68M -43,330 -31%
CS
154
Candriam SCA
Luxembourg
$9.49M
NGM
155
North Growth Management
British Columbia, Canada
$9.35M +$810K +6,180 +7%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$9.31M +$66.9K +510 +0.5%
Aberdeen Group
157
Aberdeen Group
United Kingdom
$9.19M +$165K +1,256 +1%
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$9.14M +$2.88K +22 +0%
BHIA
159
Birch Hill Investment Advisors
Massachusetts
$9.07M +$130K +994 +1%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$8.89M +$4.76M +36,307 +67%
CCMD
161
Cypress Capital Management (Delaware)
Delaware
$8.68M +$8.13K +62 +0.1%
SAM
162
Storebrand Asset Management
Norway
$8.66M +$11.6M +88,201 New
OCM
163
Olstein Capital Management
New York
$8.52M +$716K +5,459 +7%
STCG
164
Speece Thorson Capital Group
Minnesota
$8.43M +$2.28M +17,405 +25%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.41M +$1.69M +12,857 +18%
RPAM
166
Rhenman & Partners Asset Management
Sweden
$8.09M +$10.8M +82,400 New
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$7.91M -$411K -3,134 -4%
TCM
168
Tekla Capital Management
Massachusetts
$7.9M +$1.96M +14,932 +23%
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$7.89M -$54.7K -417 -0.5%
EHC
170
Everett Harris & Co
California
$7.87M +$127K +968 +1%
FPCM
171
Financial Partners Capital Management
New York
$7.67M +$10.2M +78,111 New
SIA
172
Sit Investment Associates
Minnesota
$7.67M -$892K -6,808 -8%
MAA
173
Matrix Asset Advisors
New York
$7.5M +$140K +1,068 +1%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$7.5M +$10M +76,376 New
TD Asset Management
175
TD Asset Management
Ontario, Canada
$7.41M +$631K +4,810 +7%

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.