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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
BFIM
776
Beese Fulmer Investment Management
Ohio
$74K +$73.6K +639 New
SAM
777
S.A. Mason
Michigan
$72K
BL
778
Balentine LLC
Georgia
$72K +$1.96K +17 +3%
NSIM
779
North Star Investment Management
Illinois
$68K
GWS
780
Glassman Wealth Services
Virginia
$68K +$4.84K +42 +8%
FHA
781
Flagship Harbor Advisors
Massachusetts
$68K +$7.26K +63 +12%
APA
782
American Portfolios Advisors
New York
$67.3K +$7.95K +69 +13%
ATC
783
Adirondack Trust Company
New York
$67K
LWA
784
Lenox Wealth Advisors
New York
$67K
OIA
785
Optimum Investment Advisors
Illinois
$66K
QCG
786
Quadrant Capital Group
Ohio
$65K -$38.4K -333 -37%
HR
787
Howe & Rusling
New York
$63K +$691 +6 +1%
AWM
788
Apollon Wealth Management
South Carolina
$60K +$59.3K +515 New
HWA
789
Heritage Wealth Advisors
Virginia
$59.7K
PA
790
Parallel Advisors
California
$59K -$8.41K -73 -13%
CLOS
791
Compagnie Lombard Odier SCmA
Switzerland
$59K
JFA
792
JNBA Financial Advisors
Minnesota
$59K
HFM
793
Harvest Fund Management
China
$59K +$59.6K +517 New
GAM
794
Gemmer Asset Management
California
$58K
CFD
795
Creative Financial Designs
Indiana
$58K +$58K +503 New
WFMPM
796
Woodley Farra Manion Portfolio Management
Indiana
$57K
EW
797
Evoke Wealth
California
$57K +$28.9K +251 +104%
AF
798
Advisornet Financial
Minnesota
$56K
IAS
799
IMA Advisory Services
Colorado
$54K
PI
800
PineBridge Investments
New York
$53K -$5.29M -45,941 -99%

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.