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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
PAG
476
Private Advisor Group
New Jersey
$839K +$71.2K +618 +9%
OPPTF
477
OPSEU Pension Plan Trust Fund
Ontario, Canada
$838K +$543K +4,710 +177%
JWBC
478
J.W. Burns & Co
New York
$833K
CIA
479
Choate Investment Advisors
Massachusetts
$831K -$5.3K -46 -0.6%
FCI
480
Financial Counselors Inc
Kansas
$828K -$153K -1,330 -16%
PWAP
481
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$824K
CTC
482
Central Trust Company
Missouri
$804K -$105K -907 -12%
HNB
483
Huntington National Bank
Ohio
$804K -$93.8K -814 -11%
CG
484
Colony Group
Massachusetts
$804K +$175K +1,516 +28%
AAM
485
AR Asset Management
California
$803K
CI
486
Cigna Investments
Connecticut
$802K +$113K +979 +16%
LIA
487
LS Investment Advisors
Michigan
$801K +$107K +931 +16%
UB
488
UMB Bank
Missouri
$795K -$122K -1,059 -13%
TAM
489
Tradition Asset Management
Virginia
$783K -$65.9K -572 -8%
GJIC
490
Gamble Jones Investment Counsel
California
$781K
EM
491
ELCO Management
New York
$757K
ADBIC
492
A.D. Beadell Investment Counsel
Wisconsin
$756K
IC
493
Investment Counsel
Michigan
$751K
LS
494
Livforsakringsbolaget Skandia
Sweden
$748K
PGFC
495
Peapack-Gladstone Financial Corp
New Jersey
$737K -$9.1K -79 -1%
DCM
496
Dean Capital Management
Kansas
$724K +$78.1K +678 +12%
RJT
497
Raymond James Trust
Florida
$723K -$11.4K -99 -2%
LBC
498
Lawrence B. Cohen
$721K
NRS
499
Neville Rodie & Shaw
New York
$707K
SLF
500
Sun Life Financial
Ontario, Canada
$706K -$21.3K -185 -3%

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.