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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
GG
476
Gofen & Glossberg
Illinois
$755K
BFS
477
Bradley Foster & Sargent
Connecticut
$750K +$741K +5,672 New
KPF
478
K2 Principal Fund
Ontario, Canada
$749K +$740K +5,665 New
NB
479
NBT Bank
New York
$745K +$82.7K +633 +13%
TRCT
480
Tower Research Capital (TRC)
New York
$744K +$144K +1,105 +24%
KRSITF
481
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$739K +$45.7K +350 +7%
PHAM
482
Portland Hill Asset Management
United Kingdom
$737K
DCM
483
Donaldson Capital Management
Indiana
$729K +$721K +5,516 New
Wolverine Trading
484
Wolverine Trading
Illinois
$726K -$566K -4,336 -44%
CFMC
485
Curbstone Financial Management Corp
New Hampshire
$719K +$5.62K +43 +0.8%
MC
486
Maverick Capital
Texas
$718K +$291K +2,231 +70%
FBC
487
Fairfield, Bush & Co
Connecticut
$715K +$26.9K +206 +4%
SG Americas Securities
488
SG Americas Securities
New York
$705K -$2.74M -20,942 -80%
SLF
489
Sun Life Financial
Ontario, Canada
$705K -$95.4K -730 -12%
CC
490
Courier Capital
New York
$705K +$21.7K +166 +3%
IB
491
Intrust Bank
Kansas
$695K -$70.8K -542 -9%
ASN
492
Advisory Services Network
Georgia
$691K +$28.7K +220 +4%
IIM
493
Intact Investment Management
Quebec, Canada
$680K
MIA
494
MainStreet Investment Advisors
Illinois
$679K -$12.3K -94 -2%
KS
495
Karpas Strategies
Connecticut
$675K
SBH
496
Segall Bryant & Hamill
Illinois
$674K +$3.4K +26 +0.5%
WT
497
Whittier Trust
California
$668K +$49.1K +376 +8%
PCM
498
Pointe Capital Management
Michigan
$666K +$66.1K +506 +11%
MHIC
499
Marble Harbor Investment Counsel
Massachusetts
$657K
TCOT
500
Trust Company of Toledo
Ohio
$652K +$42.1K +322 +7%

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.