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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
KMC
176
Kirr Marbach & Co
Indiana
$11.3M -$8.14K -59 -0.1%
MSE
177
MUFG Securities EMEA
United Kingdom
$11.2M +$10.7M +77,250 New
SCM
178
Snow Capital Management
Pennsylvania
$11.1M -$32.5M -235,236 -76%
MAA
179
Matrix Asset Advisors
New York
$10.9M -$219K -1,585 -2%
KBC Group
180
KBC Group
Belgium
$10.8M -$4.27M -30,933 -29%
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.6M -$121K -877 -1%
AAM
182
Auxier Asset Management
Oregon
$10.6M -$17.8K -129 -0.2%
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$10.5M +$2.17M +15,743 +28%
SFM
184
Stack Financial Management
Montana
$10.4M -$84.2K -610 -0.8%
AIG
185
American International Group
New York
$10.4M +$148K +1,073 +2%
WT
186
Washington Trust
Rhode Island
$10.3M -$45.7K -331 -0.5%
QC
187
Quadrature Capital
United Kingdom
$10.3M +$9.77M +70,791 New
TD Asset Management
188
TD Asset Management
Ontario, Canada
$10.3M -$1.14M -8,269 -10%
WCMN
189
Westchester Capital Management (Nebraska)
Nebraska
$10.1M +$13.3K +96 +0.1%
ACI
190
AMP Capital Investors
Australia
$10M +$2.74M +19,868 +40%
HighTower Advisors
191
HighTower Advisors
Illinois
$9.99M +$386K +2,796 +4%
STCG
192
Speece Thorson Capital Group
Minnesota
$9.96M -$74.7K -541 -0.8%
Janus Henderson Group
193
Janus Henderson Group
United Kingdom
$9.91M -$2.66M -19,265 -22%
Hudson Bay Capital Management
194
Hudson Bay Capital Management
Connecticut
$9.73M +$9.24M +66,950 New
CS
195
Candriam SCA
Luxembourg
$9.71M -$1.89M -13,707 -17%
TCM
196
Tekla Capital Management
Massachusetts
$9.53M -$1.98M -14,317 -18%
FAF
197
Fjarde Ap-fonden
Sweden
$9.49M +$654K +4,738 +8%
Allianz Asset Management
198
Allianz Asset Management
Germany
$9.44M +$1.88M +13,618 +27%
SSA
199
Schonfeld Strategic Advisors
New York
$9.33M -$7.44M -53,920 -46%
GC
200
Guggenheim Capital
Illinois
$9.13M -$1.65M -11,936 -16%

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.