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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
MCM
601
MAI Capital Management
Ohio
$394K -$43.2K -331 -10%
VFA
602
Voya Financial Advisors
Connecticut
$391K -$25.7K -197 -6%
TPCW
603
TD Private Client Wealth
New York
$387K -$17K -130 -4%
AIA
604
Armor Investment Advisors
North Carolina
$387K -$20.2K -155 -5%
AWM
605
Aberdeen Wealth Management
Illinois
$378K -$12.5K -96 -3%
IAA
606
Independent Advisor Alliance
North Carolina
$378K +$83.3K +638 +29%
Wealthfront Advisers
607
Wealthfront Advisers
California
$377K +$33.4K +256 +10%
Lido Advisors
608
Lido Advisors
California
$377K +$372K +2,849 New
Nomura Holdings
609
Nomura Holdings
Japan
$373K -$10.2M -78,222 -97%
SFS
610
Sowell Financial Services
Arkansas
$373K -$32.3K -247 -8%
FA
611
FMA Advisory
Pennsylvania
$367K +$261 +2 +0.1%
BCWM
612
Bartlett & Co Wealth Management
Ohio
$366K -$3.53K -27 -1%
BC
613
Bartlett & Co
Ohio
$365K -$3.53K -27 -1%
BCA
614
Bay Colony Advisors
Massachusetts
$362K +$46.5K +356 +15%
HB
615
Horizon Bancorp
Indiana
$358K +$40.5K +310 +13%
CCFCSB
616
Cape Cod Five Cents Savings Bank
Massachusetts
$355K
GRP
617
Global Retirement Partners
California
$353K
CPIA
618
Cornell Pochily Investment Advisors
New York
$350K +$33K +253 +11%
EWM
619
Evermay Wealth Management
Virginia
$346K +$40.4K +309 +13%
CFA
620
Camarda Financial Advisors
Florida
$344K
WPC
621
White Pine Capital
Minnesota
$344K
SEC
622
Seven Eight Capital
New York
$340K -$1.24M -9,476 -79%
RIL
623
Rothschild Investment LLC
Illinois
$340K -$47K -360 -12%
SACTSONJ
624
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$340K
BP
625
Ballentine Partners
Massachusetts
$340K +$523 +4 +0.2%

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.