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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
BlackRock
1
BlackRock
New York
$2.43B -$10.9M -79,002 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.39B +$50.1M +362,607 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.61B -$51.7M -374,357 -3%
Invesco
4
Invesco
Georgia
$1.3B +$86.8M +628,536 +8%
State Street
5
State Street
Massachusetts
$1.27B +$27.7M +200,825 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.27B -$112M -810,911 -8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$920M -$15.4M -111,449 -2%
N
8
Nuveen
North Carolina
$643M -$8.8M -63,751 -1%
American Century Companies
9
American Century Companies
Missouri
$642M -$78.2M -566,253 -11%
Boston Partners
10
Boston Partners
Massachusetts
$628M +$47.3M +342,998 +9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$586M -$45.7M -331,066 -8%
Northern Trust
12
Northern Trust
Illinois
$531M +$3.87M +28,042 +0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$480M +$18.1M +131,201 +4%
Primecap Management
14
Primecap Management
California
$439M -$1.17M -8,446 -0.3%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$424M -$11.5M -83,211 -3%
AAMU
16
Amundi Asset Management US
Massachusetts
$383M +$182M +1,320,544 +100%
CVA
17
Ceredex Value Advisors
Florida
$351M -$9.8M -70,995 -3%
Wells Fargo
18
Wells Fargo
California
$348M +$7.37M +53,373 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$292M -$2.37M -17,162 -0.8%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$287M +$110M +798,965 +68%
Norges Bank
21
Norges Bank
Norway
$279M
Goldman Sachs
22
Goldman Sachs
New York
$270M +$9.78M +70,883 +4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$266M +$58M +420,161 +30%
Bank of America
24
Bank of America
North Carolina
$251M -$3.32M -24,069 -1%
WRF
25
Waddell & Reed Financial
Kansas
$227M -$9.84M -71,278 -4%

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.