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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
CFB
676
Cullen/Frost Bankers
Texas
$255K +$4.15K +36 +2%
BDF
677
Balasa Dinverno & Foltz
$253K -$28.5K -247 -10%
BOH
678
Bank of Hawaii
Hawaii
$253K -$4.72K -41 -2%
1WA
679
180 Wealth Advisors
Washington
$253K +$222K +1,930 New
PFS
680
Physicians Financial Services
North Carolina
$251K
RCA
681
Resonant Capital Advisors
Wisconsin
$251K +$249K +2,164 New
DHFB
682
Dixon Hubard Feinour & Brown
Virginia
$249K -$22.9K -199 -9%
SWM
683
Stockman Wealth Management
Montana
$249K
EFSCE
684
Enterprise Financial Services Corp (EFSC)
Missouri
$246K +$132K +1,144 +117%
DWA
685
Douglass Winthrop Advisors
New York
$244K -$2.07K -18 -0.8%
PFBT
686
Parkside Financial Bank & Trust
Missouri
$244K +$1.15K +10 +0.5%
PFSC
687
Peoples Financial Services Corp
Pennsylvania
$242K
FCFC
688
First Commonwealth Financial Corp
Pennsylvania
$240K -$109K -948 -31%
LCP
689
Legacy Capital Partners
Wisconsin
$239K -$122K -1,063 -34%
HAIM
690
Hunter Associates Investment Management
Pennsylvania
$239K
RHBC
691
R.H. Bluestein & Co
Michigan
$239K
FNBOO
692
First National Bank of Omaha
Nebraska
$239K +$691 +6 +0.3%
NSEDCP
693
NJ State Employees Deferred Compensation Plan
New Jersey
$239K +$237K +2,060 New
RPC
694
Rossmore Private Capital
Connecticut
$239K +$237K +2,060 New
CT
695
Cambridge Trust
Massachusetts
$238K +$217K +1,881 New
WCM
696
Weld Capital Management
New York
$236K +$235K +2,039 New
Bank Julius Baer & Co
697
Bank Julius Baer & Co
Switzerland
$235K -$275K -2,388 -54%
V
698
VeraBank
Texas
$235K +$234K +2,027 New
OFS
699
OneAscent Financial Services
Alabama
$230K -$80.2K -696 -26%
CCP
700
Corient Capital Partners
California
$230K +$229K +1,983 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.