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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
SIM
776
Sonora Investment Management
Arizona
$67K +$23.5K +180 +55%
GAM
777
Gemmer Asset Management
California
$66K
JG
778
Jefferies Group
New York
$65K -$2.86M -21,923 -98%
CFD
779
Creative Financial Designs
Indiana
$65K -$1.18K -9 -2%
FHC
780
First Horizon Corporation
Tennessee
$65K +$65.2K +499 New
AF
781
Advisornet Financial
Minnesota
$64K
TSW
782
Thompson Siegel & Walmsley
Virginia
$63K -$41.6M -318,588 -100%
IAS
783
IMA Advisory Services
Colorado
$62K
ED
784
Exane Derivatives
France
$60.4K
C
785
Cerebellum
California
$60K -$89.5K -685 -60%
CHAM
786
Clear Harbor Asset Management
Connecticut
$54.1K +$53.6K +410 New
JFA
787
JNBA Financial Advisors
Minnesota
$54K -$13.5K -103 -20%
FPB
788
First PREMIER Bank
South Dakota
$54K
GEA
789
Glen Eagle Advisors
New Jersey
$53.9K
OC
790
Oakworth Capital
Alabama
$53K
AssetMark Inc
791
AssetMark Inc
California
$53K +$5.09K +39 +11%
Millennium Management
792
Millennium Management
New York
$52.3K -$58.7M -449,248 -53%
MHR
793
Matthew Hamilton Rosenberg
$52K
JGIA
794
Jackson Grant Investment Advisers
Connecticut
$50K
AA
795
Ancora Advisors
Ohio
$48K
TCM
796
Tradewinds Capital Management
Washington
$48K
MDCM
797
Morgan Dempsey Capital Management
Wisconsin
$48K +$15.2K +116 +47%
NIM
798
NuWave Investment Management
New Jersey
$48K +$39.2K +300 +536%
SC
799
SouthState Corp
Florida
$47K +$46.5K +356 New
CYG
800
Clean Yield Group
Vermont
$46K

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.