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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
JIC
51
Johnson Investment Counsel
Ohio
$81.3M +$1.82M +13,952 +2%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$74.2M +$41.5M +317,604 +130%
Axa
53
Axa
France
$74M -$26.3M -201,667 -26%
AC
54
Alleghany Corporation
New York
$73.4M +$39.1M +299,514 +117%
SIC
55
Schwartz Investment Counsel
Michigan
$69.2M -$1.35M -10,300 -2%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$66.4M +$821K +6,283 +1%
AI
57
Ariel Investments
Illinois
$64.7M -$603K -4,617 -0.9%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$64.7M +$1.09M +8,345 +2%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$64.6M -$96.1M -735,347 -60%
DLA
60
Douglas Lane & Associates
New York
$62.5M +$3.53M +26,988 +6%
ACA
61
Anchor Capital Advisors
Massachusetts
$62.2M -$1.5M -11,487 -2%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$59.3M +$8.36M +63,968 +17%
PC
63
Polar Capital
United Kingdom
$58.6M +$57.9M +443,046 New
Barclays
64
Barclays
United Kingdom
$57.8M +$4.29M +32,848 +8%
PAMU
65
Pictet Asset Management (UK)
United Kingdom
$57.7M -$296K -2,267 -0.5%
UBS Group
66
UBS Group
Switzerland
$56.1M +$1.7M +13,032 +3%
Harris Associates
67
Harris Associates
Illinois
$54.1M -$336K -2,575 -0.6%
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$51.5M +$14.1M +108,181 +38%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$51.5M -$237K -1,814 -0.5%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$51.1M +$939K +7,189 +2%
Deutsche Bank
71
Deutsche Bank
Germany
$49.7M -$4.28M -32,801 -8%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$48.7M +$5.36M +41,003 +12%
ACM
73
Argent Capital Management
Missouri
$45.3M -$727K -5,562 -2%
Handelsbanken Fonder
74
Handelsbanken Fonder
Sweden
$44.1M -$3.18M -24,308 -7%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$40.9M -$353K -2,701 -0.9%

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.