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Zimmer Biomet

883 hedge funds and large institutions have $21.5B invested in Zimmer Biomet in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 295 increasing their positions, 313 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 74

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.49% less ownership

Funds ownership: 92.39%91.9% (-0.49%)

6% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 313

1% less funds holding

Funds holding: 896883 (-13)

8% less capital invested

Capital invested by funds: $23.4B → $21.5B (-$1.91B)

43% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $53.2M

Holders
883
Holders Change
-13
Holders Change %
-1.45%
% of All Funds
19.18%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
76
Increased
295
Reduced
313
Closed
74
Calls
$30.5M
Puts
$53.2M
Net Calls
-$22.7M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.93B -$5.03M -42,970 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82B +$17.6M +150,098 +1%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.39B -$36.5M -311,508 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.13B -$176M -1,506,905 -13%
State Street
5
State Street
Massachusetts
$989M -$15.5M -132,183 -2%
Invesco
6
Invesco
Georgia
$834M +$267M +2,279,477 +45%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$713M +$21.4M +182,316 +3%
American Century Companies
8
American Century Companies
Missouri
$613M +$67.2M +573,855 +12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$509M +$9.41M +80,339 +2%
N
10
Nuveen
North Carolina
$501M +$500M +4,271,400 +3,725%
Boston Partners
11
Boston Partners
Massachusetts
$455M +$254M +2,171,847 +120%
Northern Trust
12
Northern Trust
Illinois
$420M -$4.28M -36,505 -1%
Nordea Investment Management
13
Nordea Investment Management
Sweden
$354M -$8.59M -73,353 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$345M +$15.1M +129,108 +4%
Primecap Management
15
Primecap Management
California
$301M +$10.9M +93,112 +4%
CVA
16
Ceredex Value Advisors
Florida
$300M +$58.4M +498,409 +24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$260M -$7.3M -62,351 -3%
Wells Fargo
18
Wells Fargo
California
$241M -$968K -8,263 -0.4%
JP
19
Jana Partners
New York
$221M +$1.15M +9,785 +0.5%
Norges Bank
20
Norges Bank
Norway
$219M +$6.03M +51,481 +3%
Bank of America
21
Bank of America
North Carolina
$194M +$7.2M +61,454 +4%
Goldman Sachs
22
Goldman Sachs
New York
$192M -$38.2M -325,870 -16%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$188M +$42.5M +363,083 +28%
WRF
24
Waddell & Reed Financial
Kansas
$174M +$61M +520,514 +52%
Legal & General Group
25
Legal & General Group
United Kingdom
$166M +$4.44M +37,914 +3%

ZBH Hedge Fund Activity: Q2 2019 in Review

883 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2019, worth a combined $21.5B — down 8.2% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new ZBH positions and 74 closed out — a net gain of 2 holders — while 295 added to existing stakes and 313 trimmed.

The largest buyer was Nuveen, adding an estimated $500M. The largest seller was Longview Partners, exiting entirely with an estimated $294M sold.

  • 883 institutional investors held Zimmer Biomet (ZBH) as of Q2 2019, down from 896 in Q1 2019.
  • Funds reported $21.5B of Zimmer Biomet stock for Q2 2019, down 8.2% quarter-over-quarter.
  • 76 funds opened new Zimmer Biomet positions in Q2 2019 and 74 closed out, a net change of +2 holders.
  • The largest Zimmer Biomet buyer in Q2 2019 was Nuveen, an estimated $500M added.
  • The largest Zimmer Biomet seller in Q2 2019 was Longview Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2019.