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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
Ameriprise
51
Ameriprise
Minnesota
$66.4M -$1.12M -9,700 -2%
MWNA
52
Marshall Wace North America
New York
$66M +$48.3M +419,402 +280%
SIC
53
Schwartz Investment Counsel
Michigan
$61.9M -$1.84M -15,965 -3%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$57.5M -$3.89M -33,784 -6%
AI
55
Ariel Investments
Illinois
$57.3M +$474K +4,116 +0.8%
ACA
56
Anchor Capital Advisors
Massachusetts
$55.9M -$8.02M -69,562 -13%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$55.7M +$205K +1,783 +0.4%
DLA
58
Douglas Lane & Associates
New York
$51.7M +$2.58M +22,432 +5%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$50.9M +$7.38M +64,077 +17%
Harris Associates
60
Harris Associates
Illinois
$47.8M +$13.3M +115,554 +39%
UBS Group
61
UBS Group
Switzerland
$47.6M -$2.55M -22,096 -5%
Deutsche Bank
62
Deutsche Bank
Germany
$47.4M +$3.89M +33,766 +9%
Barclays
63
Barclays
United Kingdom
$46.8M -$1.38M -11,996 -3%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$45.3M -$909K -7,887 -2%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$44.5M +$12.6M +109,701 +40%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$44M +$1.05M +9,123 +2%
Handelsbanken Fonder
67
Handelsbanken Fonder
Sweden
$41.5M +$41.2M +357,888 New
ACM
68
Argent Capital Management
Missouri
$40.3M +$40.1M +348,168 New
DKCM
69
Davidson Kempner Capital Management
New York
$40M +$19.1M +165,830 +92%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$38M -$3.6M -31,274 -9%
TSW
71
Thompson Siegel & Walmsley
Virginia
$37M -$40.3M -349,648 -52%
CS
72
Credit Suisse
Switzerland
$36.9M -$2.95M -25,644 -7%
Principal Financial Group
73
Principal Financial Group
Iowa
$36.8M +$1.19M +10,313 +3%
MAM
74
Martingale Asset Management
Massachusetts
$36.4M -$506K -4,388 -1%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$36.4M -$77.1K -669 -0.2%

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.