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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
APWM
826
Atlas Private Wealth Management
New York
$34K
PCG
827
Private Capital Group
Connecticut
$34K
SWM
828
Sugarloaf Wealth Management
Georgia
$32K
LFG
829
Larson Financial Group
Missouri
$32K +$15.6K +135 +94%
OSNBOA
830
Old Second National Bank of Aurora
Illinois
$31K
ADL
831
Asset Dedication LLC
California
$30K
CCM
832
Covington Capital Management
California
$30K
SSWG
833
Seven Springs Wealth Group
Tennessee
$29K
TF
834
Tompkins Financial
New York
$29K
SIAS
835
Shine Investment Advisory Services
Colorado
$29K +$9.91K +86 +53%
SQA
836
Simon Quick Advisors
New Jersey
$28K -$45.1K -391 -62%
VNA
837
Valley National Advisers
Pennsylvania
$28K
MDCM
838
Morgan Dempsey Capital Management
Wisconsin
$28K +$28.2K +245 New
PO
839
Private Ocean
California
$27K
AF
840
Allworth Financial
California
$27K +$1.38K +12 +5%
MRCM
841
M&R Capital Management
New Jersey
$26K -$97.5K -846 -79%
BWA
842
BDO Wealth Advisors
Florida
$26K -$1.27K -11 -5%
EP
843
Eudaimonia Partners
Tennessee
$26K
TPWA
844
TRUE Private Wealth Advisors
Oregon
$25K
PA
845
Procyon Advisors
Connecticut
$24K +$5.88K +51 +32%
PFGIA
846
Patriot Financial Group Insurance Agency
Massachusetts
$23K -$1.38K -12 -6%
PFO
847
Pathstone Family Office
New Jersey
$23K
TVWM
848
Tower View Wealth Management
Wisconsin
$23K
PMFA
849
Plante Moran Financial Advisors
Michigan
$22K -$17.9K -155 -45%
BCA
850
Berman Capital Advisors
Georgia
$21K -$5.65K -49 -20%

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.