We are live on ! Find out more
ZBH icon

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
KOCAA
201
Knights of Columbus Asset Advisors
Connecticut
$5.67M -$3.71M -28,290 -33%
VRS
202
Virginia Retirement Systems
Virginia
$5.57M +$1.88M +14,317 +34%
MAM
203
Madison Asset Management
Wisconsin
$5.56M -$12.8M -97,932 -63%
Man Group
204
Man Group
United Kingdom
$5.54M -$32.5M -247,673 -81%
MIS
205
Morningstar Investment Services
Illinois
$5.5M +$7.56M +57,667 New
PPCM
206
Pillar Pacific Capital Management
California
$5.5M -$64.1K -489 -0.9%
LCM
207
Laurion Capital Management
New York
$5.49M +$7.33M +55,928 New
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$5.45M +$159K +1,215 +2%
MIM
209
MetLife Investment Management
New Jersey
$5.36M -$219K -1,671 -3%
PCMF
210
Private Capital Management (Florida)
Florida
$5.26M -$797K -6,083 -10%
BTW
211
Boston Trust Walden
Massachusetts
$5.24M +$40.5K +309 +0.6%
GAM
212
Gotham Asset Management
New York
$5.21M +$6.96M +53,094 New
Korea Investment Corp
213
Korea Investment Corp
South Korea
$5.21M -$756K -5,768 -10%
CB
214
Commerce Bank
Missouri
$5.09M -$299K -2,283 -4%
AIMCA
215
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.94M
CSS
216
Cubist Systematic Strategies
Connecticut
$4.93M +$3.43M +26,197 +109%
PA
217
Perceptive Advisors
New York
$4.91M
DWT
218
Dorsey & Whitney Trust
South Dakota
$4.89M +$26.2K +200 +0.4%
OCA
219
Otter Creek Advisors
Florida
$4.89M +$1.24M +9,435 +23%
State of Tennessee, Department of Treasury
220
State of Tennessee, Department of Treasury
Tennessee
$4.89M -$15.6M -118,819 -70%
Aviva
221
Aviva
United Kingdom
$4.82M -$169K -1,291 -3%
CC
222
Cannell & Co
New York
$4.81M -$13.5K -103 -0.2%
GIBU
223
Gulf International Bank (UK)
United Kingdom
$4.81M
SOMRS
224
State of Michigan Retirement System
Michigan
$4.76M -$351K -2,678 -5%
SCM
225
Sio Capital Management
New York
$4.75M +$6.35M +48,410 New

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.