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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
CCA
551
Cobblestone Capital Advisors
New York
$502K -$5.36K -41 -1%
NF
552
Nikulski Financial
Iowa
$499K
Simplex Trading
553
Simplex Trading
Illinois
$496K +$491K +3,756 New
MIP
554
Marietta Investment Partners
Wisconsin
$494K -$4.83K -37 -1%
ATC
555
Argent Trust Co
Tennessee
$493K +$1.18K +9 +0.2%
CT
556
Caldwell Trust
Florida
$492K -$95.6K -732 -16%
LWCFA
557
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$481K +$5.36K +41 +1%
CAM
558
Cresset Asset Management
Illinois
$479K +$29.9K +229 +7%
GT
559
Glenview Trust
Kentucky
$478K
TWA
560
TCI Wealth Advisors
Arizona
$477K
HC
561
Hourglass Capital
Texas
$476K -$4.44K -34 -0.9%
AAM
562
Advisors Asset Management
Colorado
$475K -$6.53K -50 -1%
CCM
563
Coe Capital Management
Illinois
$474K +$109K +838 +30%
TCOV
564
Trust Company of Vermont
Vermont
$468K -$39.2K -300 -8%
CFA
565
Carroll Financial Associates
North Carolina
$467K -$40K -306 -8%
TAM
566
Trillium Asset Management
Massachusetts
$464K -$40K -306 -8%
FNBTCON
567
First National Bank & Trust Co of Newtown
Pennsylvania
$464K -$914 -7 -0.2%
RSC
568
Red Spruce Capital
Pennsylvania
$457K +$14.4K +110 +3%
SC
569
Schulhoff & Co
Ohio
$456K
EWM
570
Evercore Wealth Management
New York
$455K +$1.7K +13 +0.4%
BS
571
Boenning & Scattergood
Pennsylvania
$455K +$33.6K +257 +8%
DTL
572
Dynamic Technology Lab
Singapore
$454K +$116K +885 +35%
SWM
573
SeaCrest Wealth Management
New York
$451K -$16.1K -123 -3%
CCM
574
Compton Capital Management
Rhode Island
$451K
LA
575
Legacy Advisors
Pennsylvania
$449K

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.