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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
IFAM
751
Institutional & Family Asset Management
Colorado
$127K
OSAM
752
O'Shaughnessy Asset Management
Connecticut
$124K +$113K +984 +1,093%
RE
753
RBC Europe
United Kingdom
$120K
PCTC
754
Perkins Coie Trust Company
Washington
$119K
TI
755
Truehand Inc
New Hampshire
$115K
ICOM
756
Investment Counselors of Maryland
Maryland
$109K -$920K -7,985 -89%
FHA
757
First Horizon Advisors
Tennessee
$107K -$8.07K -70 -7%
BFC
758
Bedel Financial Consulting
Indiana
$105K -$11.9K -103 -10%
ClearBridge Investments
759
ClearBridge Investments
New York
$100K
SSB
760
Sandy Spring Bank
Maryland
$96K -$807 -7 -0.8%
Group One Trading
761
Group One Trading
Illinois
$95K -$754K -6,540 -89%
HIIFS
762
Harel Insurance Investments & Financial Services
Israel
$95K -$14.4K -125 -13%
TH
763
TCTC Holdings
Texas
$95K +$95K +824 New
RCC
764
Red Cedar Capital
Nebraska
$86K
THWM
765
Taylor Hoffman Wealth Management
Virginia
$86K +$85.5K +742 New
QCMC
766
Quantum Capital Management (California)
California
$81K -$1.09M -9,453 -93%
BAM
767
Bellevue Asset Management
Washington
$81K -$751K -6,515 -90%
IA
768
IFP Advisors
Florida
$80K -$1.04K -9 -1%
HWM
769
HighMark Wealth Management
Minnesota
$78K +$77.2K +670 New
SIAP
770
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K
OPS
771
Orion Portfolio Solutions
Nebraska
$77K +$41.4K +359 +118%
DAM
772
Delta Asset Management
Tennessee
$76K
SIC
773
Salem Investment Counselors
North Carolina
$76K
EI
774
Ellevest Inc
New York
$76K +$35.6K +309 +90%
ST
775
Smithfield Trust
Pennsylvania
$75K +$25.5K +221 +52%

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.