We are live on ! Find out more
ZBH icon

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
CK
401
Cohen Klingenstein
New York
$1.25M
RBA
402
Richard Bernstein Advisors
New York
$1.25M
OAM
403
Oppenheimer Asset Management
New York
$1.23M -$15.4K -118 -1%
PFM
404
Parsec Financial Management
North Carolina
$1.2M -$41.9K -321 -3%
WSFS
405
Wilmington Savings Fund Society
Delaware
$1.19M -$13.5K -103 -1%
EAM
406
Eagle Asset Management
Florida
$1.18M -$58.3K -446 -5%
NG
407
NatWest Group
United Kingdom
$1.16M
X
408
Xponance
Pennsylvania
$1.15M -$3.9M -29,849 -77%
CA
409
Clearstead Advisors
Ohio
$1.13M -$21.6K -165 -2%
CAM
410
Cubic Asset Management
Massachusetts
$1.13M
NSB
411
Norway Savings Bank
Maine
$1.13M +$62.6K +479 +6%
PTC
412
Private Trust Company
Ohio
$1.13M +$1.12M +8,548 New
CBTWT
413
Community Bank & Trust (Waco, Texas)
Texas
$1.12M -$282K -2,158 -20%
SLT
414
St Louis Trust
Missouri
$1.12M
BCM
415
Boltwood Capital Management
California
$1.1M +$9.41K +72 +0.9%
AUB
416
Atlantic Union Bankshares
Virginia
$1.1M -$4.83K -37 -0.4%
RGC
417
Roberts, Glore & Co
Illinois
$1.08M
Caisse de Depot et Placement du Quebec (CDPQ)
418
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.08M -$3.46M -26,471 -76%
BNP Paribas Asset Management
419
BNP Paribas Asset Management
France
$1.08M -$15.7K -120 -1%
HFS
420
Haverford Financial Services
Pennsylvania
$1.08M
SAM
421
Silvercrest Asset Management
New York
$1.07M -$559K -4,276 -35%
NSAM
422
North Star Asset Management
Wisconsin
$1.05M -$23.5K -180 -2%
OPPTF
423
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.03M +$46.4K +355 +5%
Bessemer Group
424
Bessemer Group
New Jersey
$1.02M -$1.69M -12,914 -62%
PIM
425
Platinum Investment Management
Australia
$1.02M -$373K -2,852 -27%

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.