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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
ASN
526
Advisory Services Network
Georgia
$580K +$30.2K +262 +6%
IRF
527
IBM Retirement Fund
New York
$578K -$2.54K -22 -0.4%
MHIC
528
Marble Harbor Investment Counsel
Massachusetts
$576K -$50.8K -441 -8%
BF
529
BOK Financial
Oklahoma
$569K +$1.5K +13 +0.3%
CIM
530
CIM Investment Management
Pennsylvania
$563K
DSC
531
Duncker Streett & Co
Missouri
$562K -$71.2K -618 -11%
WIA
532
Wealthstreet Investment Advisors
Texas
$560K
HTC
533
Haverford Trust Company
Pennsylvania
$556K +$213K +1,852 +63%
Rafferty Asset Management
534
Rafferty Asset Management
New York
$555K +$552K +4,791 New
LDB
535
Lee, Danner & Bass
Tennessee
$552K -$6.45K -56 -1%
ANTB
536
AMG National Trust Bank
Colorado
$552K +$279K +2,419 +103%
TC
537
TwinBeech Capital
New York
$552K +$549K +4,761 New
AWS
538
AJ Wealth Strategies
New York
$548K +$261K +2,261 +91%
BCM
539
Brookstone Capital Management
Illinois
$547K +$27.9K +242 +5%
BDWM
540
Brewin Dolphin Wealth Management
Ireland
$545K
WT
541
Whittier Trust
California
$542K -$98.5K -855 -15%
Aristotle Capital Management
542
Aristotle Capital Management
California
$537K
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$537K +$7.26K +63 +1%
TCOT
544
Trust Company of Toledo
Ohio
$535K +$3.34K +29 +0.6%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$532K +$9.79K +85 +2%
MA
546
MUFG Americas
New York
$527K +$33.3K +289 +7%
ECM
547
Estabrook Capital Management
New York
$526K
PK
548
Pflug Koory
Nebraska
$526K +$10K +87 +2%
PC
549
PA Capital
Virginia
$525K -$544K -4,721 -51%
PCM
550
Pointe Capital Management
Michigan
$525K +$1.04K +9 +0.2%

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.