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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
RCC
751
Red Cedar Capital
Nebraska
$99K
SIC
752
Salem Investment Counselors
North Carolina
$98K +$11.5K +88 +13%
TFM
753
TFC Financial Management
Massachusetts
$97K +$96.3K +737 New
SSB
754
Sandy Spring Bank
Maryland
$96K -$12.4K -95 -12%
KPCM
755
Kings Point Capital Management
New York
$95K +$80.7K +618 +600%
EWA
756
Evolution Wealth Advisors
Florida
$94K +$92.5K +708 New
BAM
757
Bellevue Asset Management
Washington
$92K
QCG
758
Quadrant Capital Group
Ohio
$92K +$17.6K +135 +24%
HWM
759
HighMark Wealth Management
Minnesota
$88K
SIAP
760
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$88K
DAM
761
Delta Asset Management
Tennessee
$87K
IA
762
IFP Advisors
Florida
$86K -$9.41K -72 -10%
ST
763
Smithfield Trust
Pennsylvania
$85K -$1.04K -8 -1%
SAM
764
S.A. Mason
Michigan
$82K -$261 -2 -0.3%
NSIM
765
North Star Investment Management
Illinois
$78K +$131 +1 +0.2%
BAMF
766
BI Asset Management Fondsmaeglerselskab
Denmark
$77K +$75.6K +579 New
OIA
767
Optimum Investment Advisors
Illinois
$75K
APA
768
American Portfolios Advisors
New York
$74.6K -$2.22K -17 -3%
HR
769
Howe & Rusling
New York
$72K
FHA
770
Flagship Harbor Advisors
Massachusetts
$69K -$8.75K -67 -11%
HWA
771
Heritage Wealth Advisors
Virginia
$68.1K
CG
772
Cutler Group
California
$68K -$283K -2,163 -81%
HIIFS
773
Harel Insurance Investments & Financial Services
Israel
$68K -$40.1K -307 -37%
ATC
774
Adirondack Trust Company
New York
$68K
PA
775
Parallel Advisors
California
$68K +$261 +2 +0.4%

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.