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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
WBC
201
Westpac Banking Corp
Australia
$8.85M +$88.9K +644 +1%
ASRS
202
Arizona State Retirement System
Arizona
$8.78M +$1.11M +8,012 +15%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$8.77M +$5.46M +39,571 +190%
DJSG
204
D.J. St. Germain
Massachusetts
$8.76M -$109K -793 -1%
PCMF
205
Private Capital Management (Florida)
Florida
$8.67M -$455K -3,295 -5%
Korea Investment Corp
206
Korea Investment Corp
South Korea
$8.55M +$1.85M +13,390 +29%
Franklin Resources
207
Franklin Resources
California
$8.47M +$848K +6,143 +12%
PL
208
Perpetual Ltd
Australia
$8.43M -$114K -824 -1%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$8.38M +$674K +4,880 +9%
PPCM
210
Pillar Pacific Capital Management
California
$8.21M +$54.7K +396 +0.7%
MIM
211
MetLife Investment Management
New Jersey
$8.18M -$175K -1,271 -2%
APM
212
Avidity Partners Management
Texas
$8.16M +$7.75M +56,135 New
Treasurer of the State of North Carolina
213
Treasurer of the State of North Carolina
North Carolina
$7.89M +$55.5K +402 +0.7%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$7.89M -$69.6K -504 -0.9%
CB
215
Commerce Bank
Missouri
$7.87M +$154K +1,115 +2%
BTW
216
Boston Trust Walden
Massachusetts
$7.71M +$7.04K +51 +0.1%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$7.6M +$600K +4,348 +9%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$7.59M +$5.66M +40,971 +363%
PA
219
Perceptive Advisors
New York
$7.48M
SOMRS
220
State of Michigan Retirement System
Michigan
$7.45M +$56.9K +412 +0.8%
Calamos Advisors
221
Calamos Advisors
Illinois
$7.38M -$117K -847 -2%
SAM
222
Sectoral Asset Management
Quebec, Canada
$7.37M -$2.47M -17,870 -26%
Aviva
223
Aviva
United Kingdom
$7.32M -$321K -2,327 -4%
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.32M
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$7.25M +$2.69M +19,465 +64%

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.