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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
SACTSONJ
651
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$298K +$297K +2,575 New
HCM
652
Hengehold Capital Management
Ohio
$297K
DTL
653
Dynamic Technology Lab
Singapore
$296K +$294K +2,552 New
SFO
654
Stokes Family Office
Louisiana
$292K +$230 +2 +0.1%
ITIM
655
Indiana Trust & Investment Management
Indiana
$289K +$44.6K +387 +18%
PRC
656
Pearl River Capital
Michigan
$287K +$285K +2,475 New
RCM
657
Radnor Capital Management
Pennsylvania
$282K +$8.3K +72 +3%
AA
658
ALPS Advisors
Colorado
$280K -$31K -269 -10%
CAM
659
CenterStar Asset Management
Illinois
$280K
HB
660
Horizon Bancorp
Indiana
$278K -$99.9K -867 -27%
CPIA
661
Cornell Pochily Investment Advisors
New York
$278K +$276K +2,395 New
BCA
662
Bay Colony Advisors
Massachusetts
$276K -$32.7K -284 -11%
ECM
663
ETrade Capital Management
Virginia
$270K -$406K -3,526 -60%
SCM
664
Stonebridge Capital Management
California
$270K
EWM
665
Evermay Wealth Management
Virginia
$267K +$266K +2,308 New
JT
666
Jump Trading
Illinois
$264K +$263K +2,281 New
BMC
667
Beaton Management Company
Massachusetts
$263K
AIS
668
AM Investment Strategies
Tennessee
$262K +$261K +2,264 New
FMII
669
Farmers & Merchants Investments Inc
Nebraska
$260K -$2.19K -19 -0.8%
QAM
670
QCI Asset Management
New York
$259K -$3.23K -28 -1%
EI
671
Ethic Inc
New York
$259K +$258K +2,239 New
SLAM
672
Swiss Life Asset Management
$258K
VAS
673
Vestmark Advisory Solutions
Massachusetts
$258K -$28.6K -248 -10%
IAA
674
Independent Advisor Alliance
North Carolina
$257K -$8.3K -72 -3%
BC
675
Brinker Capital
Pennsylvania
$257K -$3.11K -27 -1%

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.