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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
Capital International Investors
26
Capital International Investors
California
$174M +$173M +1,504,872 New
Bank of America
27
Bank of America
North Carolina
$170M -$9.12M -79,169 -5%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$141M +$80.9M +701,897 +136%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$141M -$313M -2,714,574 -69%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$134M +$5.85M +50,765 +5%
Charles Schwab
31
Charles Schwab
California
$127M +$10.7M +92,764 +9%
AllianceBernstein
32
AllianceBernstein
Tennessee
$126M +$1.83M +15,922 +1%
MPI
33
Mairs & Power Inc
Minnesota
$117M -$1.02M -8,893 -0.9%
CVA
34
Ceredex Value Advisors
Florida
$106M -$162M -1,403,523 -60%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$104M -$46.4M -402,529 -31%
Citadel Advisors
36
Citadel Advisors
Florida
$101M +$95.4M +828,079 +2,030%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$99.7M -$177K -1,536 -0.2%
FI
38
Focused Investors
California
$98.5M -$771K -6,695 -0.8%
Millennium Management
39
Millennium Management
New York
$97.9M +$96.6M +838,269 +12,701%
Swiss National Bank
40
Swiss National Bank
Switzerland
$97.4M +$2.15M +18,643 +2%
VanEck Associates
41
VanEck Associates
New York
$88.9M +$15.1M +131,068 +21%
Axa
42
Axa
France
$88.3M +$1.74M +15,067 +2%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$88.2M -$42.3M -367,157 -33%
Jennison Associates
44
Jennison Associates
New York
$88M +$71.8M +623,058 +457%
UBS AM
45
UBS AM
Illinois
$88M -$65.3M -566,707 -43%
WCM
46
Wedge Capital Management
North Carolina
$81.1M -$11.1M -96,694 -12%
Morgan Stanley
47
Morgan Stanley
New York
$74.8M +$3.48M +30,171 +5%
PPA
48
Parametric Portfolio Associates
Washington
$72.4M -$6.03M -52,306 -8%
JIC
49
Johnson Investment Counsel
Ohio
$69.7M -$47.9M -415,579 -41%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$68M -$6.45M -55,991 -9%

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.