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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
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$4.63M -$28.9K -251 -0.6%
LG
252
LaFleur & Godfrey
Michigan
$4.53M +$81.9K +711 +2%
GLA
253
Great Lakes Advisors
Illinois
$4.51M +$2.91M +25,221 +184%
X
254
Xponance
Pennsylvania
$4.47M +$4.44M +38,566 New
Squarepoint
255
Squarepoint
New York
$4.44M -$2.57M -22,263 -37%
OCA
256
Otter Creek Advisors
Florida
$4.39M -$1.38M -11,971 -24%
RC
257
RegentAtlantic Capital
New Jersey
$4.39M -$10.7K -93 -0.2%
MSL
258
Mackay Shields LLC
New York
$4.37M +$281K +2,435 +7%
SGH
259
Sivik Global Healthcare
Connecticut
$4.36M +$593K +5,150 +25%
TPSF
260
Texas Permanent School Fund
Texas
$4.35M -$107K -929 -2%
KIA
261
KCM Investment Advisors
California
$4.35M +$289K +2,509 +7%
SGCIA
262
Smith Graham & Co Investment Advisors
Texas
$4.32M +$15.9K +138 +0.4%
BIM
263
Bogle Investment Management
Massachusetts
$4.27M -$9.37M -81,291 -69%
RSVP
264
Ramsay Stattman Vela & Price
Colorado
$4.22M -$69.4K -602 -2%
JC
265
Jacobs & Co
California
$4.21M -$65.8K -571 -2%
IHAM
266
Integral Health Asset Management
New York
$4.18M +$4.15M +36,050 New
Caisse de Depot et Placement du Quebec (CDPQ)
267
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.01M +$2.48M +21,527 +165%
BCIM
268
British Columbia Investment Management
British Columbia, Canada
$3.95M +$1.26M +10,893 +47%
FTC
269
Farmers Trust Company
Ohio
$3.91M -$720K -6,251 -16%
Twin Tree Management
270
Twin Tree Management
Texas
$3.69M +$3.59M +31,162 +4,484%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$3.63M +$89K +772 +3%
N
272
Natixis
France
$3.56M -$8.29M -71,945 -70%
MSA
273
Mason Street Advisors
Wisconsin
$3.52M +$21.2K +184 +0.6%
MLICM
274
Metropolitan Life Insurance Company (MetLife)
New York
$3.52M -$192K -1,668 -5%
HighTower Advisors
275
HighTower Advisors
Illinois
$3.51M +$565K +4,900 +19%

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.