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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
BSW
626
Buckingham Strategic Wealth
Missouri
$339K -$1.83K -14 -0.5%
HCM
627
Hengehold Capital Management
Ohio
$338K
FFA
628
First Foundation Advisors
California
$335K -$637K -4,877 -66%
SFO
629
Stokes Family Office
Louisiana
$334K +$914 +7 +0.3%
RCM
630
Radnor Capital Management
Pennsylvania
$333K +$10.7K +82 +3%
ITIM
631
Indiana Trust & Investment Management
Indiana
$329K
WP
632
WealthPLAN Partners
Nebraska
$324K +$392 +3 +0.1%
OFS
633
OneAscent Financial Services
Alabama
$316K +$53.3K +408 +21%
CF
634
Centaurus Financial
California
$315K +$67.3K +515 +28%
RPC
635
Rossmore Private Capital
Connecticut
$313K +$40.4K +309 +15%
Walleye Capital
636
Walleye Capital
New York
$311K +$307K +2,353 New
SCM
637
Stonebridge Capital Management
California
$308K
EI
638
Ethic Inc
New York
$306K +$10.1K +77 +3%
AIS
639
AM Investment Strategies
Tennessee
$299K
VAS
640
Vestmark Advisory Solutions
Massachusetts
$299K +$4.44K +34 +2%
FMII
641
Farmers & Merchants Investments Inc
Nebraska
$297K +$261 +2 +0.1%
SLAM
642
Swiss Life Asset Management
$294K
TNB
643
TCF National Bank
South Dakota
$290K -$67.8K -519 -19%
WI
644
Wintrust Investments
Illinois
$289K +$25.6K +196 +10%
BDF
645
Balasa Dinverno & Foltz
$288K
PFS
646
Physicians Financial Services
North Carolina
$286K
MYAM
647
Meiji Yasuda Asset Management
Japan
$284K -$222K -1,699 -44%
SWM
648
Stockman Wealth Management
Montana
$284K
BMC
649
Beaton Management Company
Massachusetts
$283K -$16.2K -124 -5%
QAM
650
QCI Asset Management
New York
$283K -$12.1K -93 -4%

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.