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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
Bank Julius Baer & Co
701
Bank Julius Baer & Co
Switzerland
$226K -$41.7K -319 -16%
FNBOH
702
First National Bank of Hutchinson
Kansas
$226K +$223K +1,709 New
RCA
703
Resonant Capital Advisors
Wisconsin
$224K -$61.4K -470 -22%
TA
704
Tiedemann Advisors
New York
$224K +$220K +1,682 New
CCA
705
Checchi Capital Advisers
California
$224K +$221K +1,691 New
AF
706
Arrow Financial
New York
$223K -$13.5K -103 -6%
HSA
707
HBK Sorce Advisory
Pennsylvania
$223K +$220K +1,685 New
SF
708
Synovus Financial
Georgia
$221K
HB
709
Homrich & Berg
Georgia
$220K +$217K +1,664 New
WB
710
Webster Bank
Connecticut
$218K
FB
711
Fulton Bank
Pennsylvania
$218K +$215K +1,649 New
PIM
712
Penobscot Investment Management
Massachusetts
$217K +$215K +1,642 New
CIA
713
CSat Investment Advisory
Michigan
$216K +$16.3K +125 +8%
OFG
714
Oxford Financial Group
Indiana
$216K +$214K +1,635 New
CBN
715
Cadence Bank NA
Texas
$214K +$211K +1,617 New
GIA
716
Gateway Investment Advisers
Ohio
$213K +$211K +1,615 New
SAM
717
Shell Asset Management
Netherlands
$211K -$48.9K -374 -19%
BC
718
Burney Company
Virginia
$206K +$203K +1,555 New
CHP
719
Cable Hill Partners
Oregon
$205K +$202K +1,549 New
FMLI
720
Fukoku Mutual Life Insurance
Japan
$204K
PAM
721
Palisade Asset Management
Minnesota
$204K +$202K +1,545 New
ECM
722
ETrade Capital Management
Virginia
$203K -$104K -793 -34%
SC
723
Scotia Capital
Ontario, Canada
$203K +$201K +1,536 New
SYBT
724
Stock Yards Bank & Trust
Kentucky
$202K -$31.5K -241 -14%
JWCA
725
J.W. Cole Advisors
Florida
$202K +$200K +1,530 New

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.