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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
CAM
301
Costello Asset Management
Pennsylvania
$2.68M +$298K +2,279 +13%
EGM
302
Engineers Gate Manager
New York
$2.66M +$335K +2,562 +15%
TAM
303
Tocqueville Asset Management
New York
$2.64M -$13.5K -103 -0.5%
JMPWA
304
JP Morgan Private Wealth Advisors
California
$2.64M +$108K +826 +4%
COPPSERS
305
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.61M +$990K +7,580 +62%
SAM
306
Securian Asset Management
Minnesota
$2.56M -$24K -184 -0.9%
IA
307
IndexIQ Advisors
New York
$2.55M -$12.9K -99 -0.5%
Jane Street
308
Jane Street
New York
$2.54M -$3.25M -24,877 -56%
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$2.54M -$101K -772 -4%
VFA
310
Valeo Financial Advisors
Indiana
$2.49M +$239K +1,831 +11%
Pacer Advisors
311
Pacer Advisors
Pennsylvania
$2.47M -$417K -3,190 -15%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$2.47M +$45.7K +350 +2%
WF
313
Welch & Forbes
Massachusetts
$2.46M -$104K -799 -4%
Squarepoint
314
Squarepoint
New York
$2.46M -$2.58M -19,735 -51%
CCI
315
Columbus Circle Investors
$2.44M -$6.81M -52,158 -74%
B
316
BP
United Kingdom
$2.39M -$459K -3,516 -16%
SAM
317
Selway Asset Management
$2.39M -$13.5K -103 -0.6%
AWCI
318
Alpine Woods Capital Investors
New York
$2.38M -$242K -1,854 -9%
NB
319
Norinchukin Bank
Japan
$2.36M +$31.5K +241 +1%
OAM
320
Optimal Asset Management
California
$2.34M +$874K +6,692 +61%
TPCM
321
Three Peaks Capital Management
Colorado
$2.33M -$240K -1,841 -9%
AWM
322
AE Wealth Management
Kansas
$2.33M +$414K +3,166 +22%
II
323
IFM Investors
Australia
$2.32M +$259K +1,981 +13%
SW
324
SVB Wealth
Massachusetts
$2.28M -$3.13K -24 -0.1%
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$2.28M -$242K -1,854 -10%

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.