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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
WI
701
Wintrust Investments
Illinois
$230K +$229K +1,988 New
SAM
702
Shell Asset Management
Netherlands
$229K -$601K -5,212 -73%
TWI
703
Thomas White International
Illinois
$227K
ASA
704
Armstrong Shaw Associates
Connecticut
$227K +$226K +1,957 New
HCM
705
Howland Capital Management
Massachusetts
$226K +$225K +1,950 New
AC
706
Alexandria Capital
Virginia
$225K +$224K +1,942 New
DIM
707
DC Investments Management
Virginia
$223K -$207K -1,799 -48%
FANJ
708
Financial Architects (New Jersey)
New Jersey
$223K +$22.4K +194 +11%
MCM
709
Murphy Capital Management
New Jersey
$223K +$223K +1,931 New
CIC
710
Cutler Investment Counsel
Oregon
$222K +$220K +1,912 New
AWM
711
Aries Wealth Management
Maine
$222K +$221K +1,915 New
AGM
712
Alpine Global Management
New York
$220K +$219K +1,899 New
GWM
713
Geneos Wealth Management
Colorado
$219K -$19.5K -169 -8%
BBHC
714
Brown Brothers Harriman & Co
New York
$218K +$180K +1,560 +483%
MAFM
715
Mid Atlantic Financial Management
Pennsylvania
$216K -$24.5K -213 -10%
CF
716
Centaurus Financial
California
$216K -$461 -4 -0.2%
EWA
717
ERTS Wealth Advisors
Michigan
$216K +$215K +1,863 New
SC
718
Savant Capital
Illinois
$215K -$64.6K -561 -23%
CIBC World Market
719
CIBC World Market
Ontario, Canada
$215K -$54.4K -472 -20%
GG
720
Greenwood Gearhart
Arkansas
$215K -$37K -321 -15%
RIM
721
Regent Investment Management
Kentucky
$215K +$214K +1,854 New
P
722
Pitcairn
Pennsylvania
$213K +$213K +1,845 New
EA
723
Emerald Advisers
Pennsylvania
$211K +$210K +1,820 New
IG
724
ING Group
Netherlands
$209K -$239K -2,071 -53%
AF
725
Arrow Financial
New York
$208K -$11.9K -103 -5%

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.