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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
WTC
626
WhitTier Trust Company
Nevada
$346K -$346 -3 -0.1%
AWM
627
Aberdeen Wealth Management
Illinois
$343K +$11.1K +96 +3%
RIL
628
Rothschild Investment LLC
Illinois
$340K -$77.2K -670 -19%
HI
629
Horizon Investments
North Carolina
$332K +$330K +2,868 New
MC
630
Moors & Cabot
Massachusetts
$325K +$25.2K +219 +9%
BCWM
631
Bartlett & Co Wealth Management
Ohio
$324K -$156K -1,356 -33%
BC
632
Bartlett & Co
Ohio
$324K -$156K -1,356 -33%
CC
633
Cedar Capital
Illinois
$323K +$18.2K +158 +6%
FA
634
FMA Advisory
Pennsylvania
$321K +$346 +3 +0.1%
CCM
635
Coe Capital Management
Illinois
$318K -$7.38K -64 -2%
CCFCSB
636
Cape Cod Five Cents Savings Bank
Massachusetts
$311K -$117K -1,016 -27%
TNB
637
TCF National Bank
South Dakota
$311K +$29.2K +253 +10%
CG
638
Cutler Group
California
$310K -$320K -2,781 -51%
GRP
639
Global Retirement Partners
California
$309K -$2.65K -23 -0.9%
CCG
640
Chatham Capital Group
Georgia
$309K
CB
641
CNB Bank
Pennsylvania
$307K -$44.8K -389 -13%
FPS
642
Fieldpoint Private Securities
Connecticut
$306K +$304K +2,641 New
CFA
643
Camarda Financial Advisors
Florida
$302K +$43.7K +379 +17%
WPC
644
White Pine Capital
Minnesota
$301K -$35.6K -309 -11%
WP
645
WealthPLAN Partners
Nebraska
$301K +$346 +3 +0.1%
Wealthfront Advisers
646
Wealthfront Advisers
California
$301K +$299K +2,595 New
BP
647
Ballentine Partners
Massachusetts
$299K +$3.23K +28 +1%
BSW
648
Buckingham Strategic Wealth
Missouri
$299K +$297K +2,580 New
AIMCA
649
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$298K -$5.51M -47,792 -95%
SM
650
SG3 Management
Puerto Rico
$298K +$297K +2,575 New

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.