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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
MA
501
MUFG Americas
New York
$647K +$45.1K +345 +8%
WIA
502
Wealthstreet Investment Advisors
Texas
$638K
CIM
503
CIM Investment Management
Pennsylvania
$636K -$6.92K -53 -1%
PP
504
Paloma Partners
Connecticut
$634K -$10.7M -81,970 -94%
HTC
505
Haverford Trust Company
Pennsylvania
$632K -$2.48K -19 -0.4%
AWS
506
AJ Wealth Strategies
New York
$632K +$6.01K +46 +1%
BF
507
BOK Financial
Oklahoma
$631K -$18.4K -141 -3%
FWCM
508
Ferguson Wellman Capital Management
Oregon
$631K +$36.1K +276 +6%
DSC
509
Duncker Streett & Co
Missouri
$628K -$12.1K -93 -2%
IG
510
ING Group
Netherlands
$624K +$381K +2,918 +162%
BDWM
511
Brewin Dolphin Wealth Management
Ireland
$622K
PA
512
Probity Advisors
Texas
$620K +$24.4K +187 +4%
LDB
513
Lee, Danner & Bass
Tennessee
$618K -$10.8K -83 -2%
Aristotle Capital Management
514
Aristotle Capital Management
California
$613K
AIM
515
Achmea Investment Management
Netherlands
$607K -$8.3M -63,553 -93%
CPO
516
Cerity Partners OCIO
New York
$607K +$18.2K +139 +3%
ANTB
517
AMG National Trust Bank
Colorado
$606K -$24.6K -188 -4%
DCM
518
Dean Capital Management
Kansas
$604K -$219K -1,679 -27%
ECM
519
Estabrook Capital Management
New York
$600K
PK
520
Pflug Koory
Nebraska
$600K
PIG
521
Pantheon Investment Group
California
$599K -$130K -996 -18%
MPAM
522
Murphy Pohlad Asset Management
Minnesota
$599K
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$598K -$14.2K -109 -2%
PA
524
Profund Advisors
Maryland
$588K -$141K -1,081 -20%
VI
525
Vestcor Inc
New Brunswick, Canada
$584K -$11.6K -89 -2%

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.