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Zimmer Biomet

930 hedge funds and large institutions have $24.9B invested in Zimmer Biomet in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 265 increasing their positions, 367 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $68M | Put options by funds: $47M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

12% more capital invested

Capital invested by funds: $22.2B → $24.9B (+$2.7B)

1.32% less ownership

Funds ownership: 92.55%91.23% (-1.3%)

2% less funds holding

Funds holding: 945930 (-15)

11% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 90

28% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 367

Holders
930
Holders Change
-15
Holders Change %
-1.59%
% of All Funds
18.77%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
80
Increased
265
Reduced
367
Closed
90
Calls
$68M
Puts
$47M
Net Calls
+$21M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
226
KBC Group
Belgium
$6.03M
EDRH
227
Edmond de Rothschild Holding
Switzerland
$5.99M -$14.7M -112,238 -71%
GC
228
Guggenheim Capital
Illinois
$5.94M -$456K -3,491 -7%
MCM
229
Monarch Capital Management
Indiana
$5.84M -$17.2K -132 -0.3%
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$5.72M -$41.3K -316 -0.7%
LPL Financial
231
LPL Financial
California
$5.7M -$37.6K -288 -0.7%
State of Tennessee, Department of Treasury
232
State of Tennessee, Department of Treasury
Tennessee
$5.69M -$15.6M -119,183 -73%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$5.63M +$120K +920 +2%
MOACM
234
Mutual of America Capital Management
New York
$5.54M -$130K -996 -2%
GIM
235
Goelzer Investment Management
Indiana
$5.53M -$15.3K -117 -0.3%
NIPH
236
NN Investment Partners Holdings
Netherlands
$5.52M -$19.9K -152 -0.4%
URS
237
Utah Retirement Systems
Utah
$5.4M +$26.9K +206 +0.5%
Calamos Advisors
238
Calamos Advisors
Illinois
$5.37M -$466K -3,565 -8%
Nomura Asset Management
239
Nomura Asset Management
Japan
$5.29M -$132K -1,012 -2%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$5.27M -$8.49K -65 -0.2%
KIA
241
KCM Investment Advisors
California
$5.25M +$289K +2,211 +6%
BTW
242
Boston Trust Walden
Massachusetts
$5.24M -$1.39M -10,650 -21%
TPSF
243
Texas Permanent School Fund
Texas
$5.18M +$213K +1,629 +4%
MAM
244
Martingale Asset Management
Massachusetts
$5.1M -$36M -275,619 -88%
LG
245
LaFleur & Godfrey
Michigan
$5.07M -$96.9K -742 -2%
PC
246
PointState Capital
New York
$4.9M +$2.96M +22,660 +157%
BCIM
247
British Columbia Investment Management
British Columbia, Canada
$4.88M +$376K +2,876 +8%
RSVP
248
Ramsay Stattman Vela & Price
Colorado
$4.86M +$45.1K +345 +0.9%
Zurich Cantonal Bank
249
Zurich Cantonal Bank
Switzerland
$4.82M +$876K +6,705 +23%
MSL
250
Mackay Shields LLC
New York
$4.8M -$176K -1,351 -4%

ZBH Hedge Fund Activity: Q3 2020 in Review

930 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2020, worth a combined $24.9B — up 12% from $22.2B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of ZBH and 80 opened new positions — a net loss of 10 holders — while 367 trimmed existing stakes and 265 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $227M. The largest seller was Nordea Investment Management, cutting an estimated $504M.

  • 930 institutional investors held Zimmer Biomet (ZBH) as of Q3 2020, down from 945 in Q2 2020.
  • Funds reported $24.9B of Zimmer Biomet stock for Q3 2020, up 12% quarter-over-quarter.
  • 80 funds opened new Zimmer Biomet positions in Q3 2020 and 90 closed out, a net change of -10 holders.
  • The largest Zimmer Biomet buyer in Q3 2020 was Viking Global Investors, an estimated $227M added.
  • The largest Zimmer Biomet seller in Q3 2020 was Nordea Investment Management, an estimated $504M sold.

Based on aggregated 13F filings for Q3 2020.