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Zimmer Biomet

945 hedge funds and large institutions have $22.2B invested in Zimmer Biomet in 2020 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 273 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 64

19% more capital invested

Capital invested by funds: $18.7B → $22.2B (+$3.51B)

7% more funds holding

Funds holding: 883945 (+62)

6% more call options, than puts

Call options by funds: $93.6M | Put options by funds: $88.4M

0.59% more ownership

Funds ownership: 91.96%92.55% (+0.59%)

23% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 355

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
945
Holders Change
+62
Holders Change %
+7.02%
% of All Funds
19.38%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.21%
New
132
Increased
273
Reduced
355
Closed
64
Calls
$93.6M
Puts
$88.4M
Net Calls
+$5.18M
Net Calls Change
+$8.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$5.95M -$16.2M -141,017 -73%
GAM
227
Gotham Asset Management
New York
$5.93M -$224K -1,943 -4%
PCMF
228
Private Capital Management (Florida)
Florida
$5.88M -$334K -2,897 -5%
BTW
229
Boston Trust Walden
Massachusetts
$5.83M -$353K -3,064 -6%
ASRS
230
Arizona State Retirement System
Arizona
$5.79M -$1.55M -13,439 -21%
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$5.69M +$854K +7,407 +18%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$5.68M
SFA
233
Sequoia Financial Advisors
Ohio
$5.62M +$5.59M +48,489 New
GC
234
Guggenheim Capital
Illinois
$5.62M +$732K +6,350 +15%
CCM
235
Cohen Capital Management
California
$5.6M
ECM
236
Endurant Capital Management
California
$5.5M -$5.7M -49,500 -51%
CB
237
Commerce Bank
Missouri
$5.43M -$575K -4,988 -10%
KBC Group
238
KBC Group
Belgium
$5.29M -$7.37M -63,932 -58%
MCM
239
Monarch Capital Management
Indiana
$5.14M -$292K -2,538 -5%
Calamos Advisors
240
Calamos Advisors
Illinois
$5.12M -$326K -2,829 -6%
Jane Street
241
Jane Street
New York
$5.11M +$2.33M +20,242 +85%
DekaBank Deutsche Girozentrale
242
DekaBank Deutsche Girozentrale
Germany
$5.07M +$282K +2,445 +6%
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$5.05M -$246K -2,137 -5%
LPL Financial
244
LPL Financial
California
$5.03M +$1.12M +9,742 +29%
MOACM
245
Mutual of America Capital Management
New York
$4.98M +$11.5K +100 +0.2%
NIPH
246
NN Investment Partners Holdings
Netherlands
$4.86M +$17.2K +149 +0.4%
GIM
247
Goelzer Investment Management
Indiana
$4.86M -$276K -2,391 -5%
Bank of Nova Scotia
248
Bank of Nova Scotia
Ontario, Canada
$4.83M +$4.12M +35,757 +608%
Nomura Asset Management
249
Nomura Asset Management
Japan
$4.75M +$202K +1,749 +4%
URS
250
Utah Retirement Systems
Utah
$4.71M +$47.5K +412 +1%

ZBH Hedge Fund Activity: Q2 2020 in Review

945 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2020, worth a combined $22.2B — up 19% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ZBH positions and 64 closed out — a net gain of 68 holders — while 273 added to existing stakes and 355 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $343M. The largest seller was Wellington Management Group, cutting an estimated $313M.

  • 945 institutional investors held Zimmer Biomet (ZBH) as of Q2 2020, up from 883 in Q1 2020.
  • Funds reported $22.2B of Zimmer Biomet stock for Q2 2020, up 19% quarter-over-quarter.
  • 132 funds opened new Zimmer Biomet positions in Q2 2020 and 64 closed out, a net change of +68 holders.
  • The largest Zimmer Biomet buyer in Q2 2020 was Nordea Investment Management, an estimated $343M added.
  • The largest Zimmer Biomet seller in Q2 2020 was Wellington Management Group, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2020.