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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
HPC
426
HM Payson & Co
Maine
$1.02M -$14.1K -108 -1%
GHAM
427
Gilman Hill Asset Management
Connecticut
$1.02M -$23.6K -181 -2%
OFS
428
Orrstown Financial Services
Pennsylvania
$1.02M +$38K +291 +4%
IDBONY
429
Israel Discount Bank of New York
New York
$1.01M -$104K -794 -9%
FMTC
430
Farmers & Merchants Trust Company
California
$1.01M -$14.1K -108 -1%
FHB
431
First Hawaiian Bank
Hawaii
$996K +$24.7K +189 +3%
HW
432
Hancock Whitney
Mississippi
$985K -$9.41K -72 -1%
DIA
433
Dean Investment Associates
Ohio
$984K -$89.9K -688 -8%
HPCM
434
High Pointe Capital Management
Illinois
$984K +$973K +7,447 New
RFC
435
Regions Financial Corp
Alabama
$978K -$6.27K -48 -0.6%
GAM
436
Gotham Asset Management
New York
$963K -$5.73M -43,863 -86%
Connor, Clark & Lunn Investment Management (CC&L)
437
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$958K +$947K +7,246 New
AC
438
Allstate Corporation
Illinois
$950K -$52.1K -399 -5%
JWBC
439
J.W. Burns & Co
New York
$950K
CIA
440
Choate Investment Advisors
Massachusetts
$945K -$2.09K -16 -0.2%
PAG
441
Private Advisor Group
New Jersey
$943K -$14.2K -109 -2%
PWAP
442
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$940K
CANC
443
Culbertson A N & Co
Virginia
$938K -$106K -811 -10%
FCI
444
Financial Counselors Inc
Kansas
$937K -$6.79K -52 -0.7%
LIA
445
LS Investment Advisors
Michigan
$935K +$21.3K +163 +2%
RC
446
Roundview Capital
New Jersey
$924K -$345K -2,642 -27%
IRF
447
IBM Retirement Fund
New York
$917K +$254K +1,948 +39%
AAM
448
AR Asset Management
California
$916K
HNB
449
Huntington National Bank
Ohio
$916K
CI
450
Cigna Investments
Connecticut
$913K -$1.04K -8 -0.1%

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.