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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
BCM
526
Brookstone Capital Management
Illinois
$582K -$41.7K -319 -7%
AP
527
Advisor Partners
California
$580K +$34.7K +266 +6%
MIC
528
Meridian Investment Counsel
California
$578K
TCM
529
Twin Capital Management
Pennsylvania
$575K -$8.1K -62 -1%
SP
530
Symmetry Partners
Connecticut
$567K +$560K +4,289 New
Holocene Advisors
531
Holocene Advisors
New York
$561K -$36.2M -276,740 -98%
CFFP
532
Center for Financial Planning
Michigan
$560K
SVWAG
533
Sound View Wealth Advisors Group
Georgia
$553K -$3.66K -28 -0.7%
CC
534
Cedar Capital
Illinois
$547K +$176K +1,345 +48%
CB
535
Community Bank
New York
$545K
NAM
536
Nexpoint Asset Management
Texas
$545K
Luther King Capital Management (LKCM)
537
Luther King Capital Management (LKCM)
Texas
$538K -$67.3K -515 -11%
JCM
538
Janney Capital Management
Pennsylvania
$537K +$10.7K +82 +2%
BCV
539
Banque Cantonale Vaudoise
Switzerland
$536K -$49.2K -377 -9%
BB
540
Berkshire Bank
Massachusetts
$534K +$528K +4,041 New
RGI
541
River Global Investors
United Kingdom
$531K -$579K -4,429 -52%
NB
542
Nicolet Bankshares
Wisconsin
$531K
RC
543
RBF Capital
California
$531K
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$530K -$63.6K -487 -11%
CAN
545
Cetera Advisor Networks
California
$522K -$453K -3,464 -47%
AAS
546
Avantax Advisory Services
Texas
$513K +$506K +3,870 New
Acadian Asset Management
547
Acadian Asset Management
Massachusetts
$512K +$302K +2,314 +148%
KCM
548
Kanawha Capital Management
Virginia
$510K
Rafferty Asset Management
549
Rafferty Asset Management
New York
$509K -$123K -942 -20%
FAAS
550
First Allied Advisory Services
California
$502K -$44.4K -340 -8%

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.