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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.65B +$45.3M +345,530 +2%
BlackRock
2
BlackRock
New York
$1.54B -$131M -1,000,371 -6%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.08B -$9.38M -71,527 -0.6%
State Street
4
State Street
Massachusetts
$866M +$5.76M +43,951 +0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$837M -$30.5M -232,404 -3%
Invesco
6
Invesco
Georgia
$826M -$68.4M -521,903 -6%
Capital Research Global Investors
7
Capital Research Global Investors
California
$792M +$1.06B +8,074,551 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$660M +$52.2M +398,568 +6%
American Century Companies
9
American Century Companies
Missouri
$527M +$124M +948,879 +21%
N
10
Nuveen
North Carolina
$387M -$63.6M -485,358 -11%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$385M -$13.6M -103,855 -3%
Northern Trust
12
Northern Trust
Illinois
$358M -$907K -6,917 -0.2%
Boston Partners
13
Boston Partners
Massachusetts
$346M -$104M -791,447 -18%
Primecap Management
14
Primecap Management
California
$346M +$66M +503,793 +17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$326M +$3.41M +25,976 +0.8%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$316M +$46.8M +357,298 +12%
AAMU
17
Amundi Asset Management US
Massachusetts
$284M +$33.4M +254,932 +10%
Wells Fargo
18
Wells Fargo
California
$237M +$2.53M +19,318 +0.8%
CVA
19
Ceredex Value Advisors
Florida
$228M -$11.7M -89,105 -4%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$202M +$107M +815,420 +66%
Norges Bank
21
Norges Bank
Norway
$196M +$10.1M +77,183 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$191M -$8.22M -62,744 -3%
WRF
23
Waddell & Reed Financial
Kansas
$168M +$19.7M +150,312 +10%
Goldman Sachs
24
Goldman Sachs
New York
$165M -$22.6M -172,669 -9%
Legal & General Group
25
Legal & General Group
United Kingdom
$153M +$6.42M +48,990 +3%

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.