We are live on ! Find out more
ZBH icon

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
OC
351
Oppenheimer & Co
New York
$1.98M -$232K -2,014 -11%
UIM
352
USS Investment Management
United Kingdom
$1.97M +$1.96M +17,004 New
VFA
353
Valeo Financial Advisors
Indiana
$1.97M -$91.8K -797 -4%
CNC
354
Citizens & Northern Corp
Pennsylvania
$1.94M -$136K -1,181 -7%
Two Sigma Advisers
355
Two Sigma Advisers
New York
$1.92M -$1.04M -9,064 -35%
Fisher Asset Management
356
Fisher Asset Management
Washington
$1.84M +$74.7K +648 +4%
ECM
357
Exchange Capital Management
Michigan
$1.83M -$2.05M -17,825 -53%
II
358
IFM Investors
Australia
$1.81M -$624K -5,419 -26%
TAF
359
Tredje AP-fonden
Sweden
$1.79M
BRA
360
Biechele Royce Advisors
Indiana
$1.78M -$302K -2,622 -15%
SNT
361
Security National Trust
West Virginia
$1.77M +$47.5K +412 +3%
1SB
362
1ST Source Bank
Indiana
$1.76M +$44.9K +390 +3%
Mirae Asset Global Investments
363
Mirae Asset Global Investments
South Korea
$1.75M +$139K +1,205 +9%
RWA
364
River Wealth Advisors
Pennsylvania
$1.75M -$16K -139 -0.9%
RIM
365
Redpoint Investment Management
Australia
$1.74M -$119K -1,035 -6%
BAM
366
Belpointe Asset Management
Nevada
$1.7M -$922 -8 -0.1%
IBOK
367
Independence Bank of Kentucky
Kentucky
$1.69M +$162K +1,406 +11%
MCM
368
Mitchell Capital Management
Kansas
$1.69M +$28.1K +244 +2%
CGH
369
Crossmark Global Holdings
Texas
$1.69M +$79.5K +690 +5%
KeyBank National Association
370
KeyBank National Association
Ohio
$1.68M +$1.15K +10 +0.1%
AWM
371
AE Wealth Management
Kansas
$1.67M +$831K +7,212 +100%
PC
372
PointState Capital
New York
$1.67M +$1.66M +14,420 New
VIA
373
Vident Investment Advisory
Georgia
$1.67M +$591K +5,129 +55%
SI
374
Stephens Inc
Arkansas
$1.67M -$106K -921 -6%
GIC
375
Gantzert Investment Company
Illinois
$1.66M -$19K -165 -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.