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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
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$31K -$35.4K -271 -53%
EW
827
Evoke Wealth
California
$31K -$33.8K -259 -53%
AF
828
Allworth Financial
California
$31K
PO
829
Private Ocean
California
$31K
MRCM
830
M&R Capital Management
New Jersey
$29K -$261 -2 -0.9%
EP
831
Eudaimonia Partners
Tennessee
$29K
TPWA
832
TRUE Private Wealth Advisors
Oregon
$28K
CA
833
Crewe Advisors
Utah
$27K +$10.5K +80 +65%
PFO
834
Pathstone Family Office
New Jersey
$26K
TVWM
835
Tower View Wealth Management
Wisconsin
$26K
CFGS
836
Concourse Financial Group Securities
Alabama
$26K +$3.53K +27 +16%
Loomis, Sayles & Company
837
Loomis, Sayles & Company
Massachusetts
$26K +$9.54K +73 +58%
PFGIA
838
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$1.57K -12 -6%
PMFA
839
Plante Moran Financial Advisors
Michigan
$25K
BCA
840
Berman Capital Advisors
Georgia
$24K -$523 -4 -2%
ZB
841
Zions Bancorporation
Utah
$23K
FMTCOCP
842
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
FWM
843
Focused Wealth Management
New York
$22K
TIM
844
Tortoise Investment Management
New York
$22K
WAS
845
Winch Advisory Services
Wisconsin
$22K
QCMC
846
Quantum Capital Management (California)
California
$21K -$70.7K -541 -77%
HDIM
847
Hanson & Doremus Investment Management
Vermont
$21K
TAIM
848
TD Ameritrade Investment Management
Nebraska
$21K +$653 +5 +3%
DOA
849
D'Orazio & Associates
Virginia
$19K
TFO
850
Tarbox Family Office
California
$19K

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.