We are live on ! Find out more
ZBH icon

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
HWA
851
HHM Wealth Advisors
Tennessee
$19K +$12.9K +99 +220%
VNA
852
Valley National Advisers
Pennsylvania
$18K -$13.5K -103 -43%
M
853
MOTCO
Texas
$18K
AWM
854
Avior Wealth Management
Nebraska
$18K +$1.83K +14 +11%
LC
855
Lindbrook Capital
California
$18K +$2.35K +18 +15%
NG
856
NWK Group
California
$17K
VCM
857
Versant Capital Management
Arizona
$17K
1IA
858
1834 Investment Advisors
Wisconsin
$16K
MIM
859
Macroview Investment Management
Maryland
$16K
MCM
860
MV Capital Management
Maryland
$16K
NPP
861
New Potomac Partners
Maryland
$16K
RFA
862
Reilly Financial Advisors
California
$16K
CI
863
CX Institutional
Indiana
$16K +$1.96K +15 +15%
PW
864
Price Wealth
Texas
$15K +$11.5K +88 +338%
FFA
865
Founders Financial Alliance
North Carolina
$15K +$14.9K +114 New
FDCDDQ
866
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K -$4.05K -31 -22%
FP
867
Financial Perspectives
Minnesota
$14.3K
PWMG
868
Prestige Wealth Management Group
New Jersey
$14K -$784 -6 -5%
APWA
869
Atlas Private Wealth Advisors
New Jersey
$14K
MAM
870
Marquette Asset Management
Minnesota
$14K
TC
871
Trust Company
Kansas
$14K
BWM
872
Baystate Wealth Management
Massachusetts
$14K +$131 +1 +1%
PS
873
Planned Solutions
California
$14K +$13.5K +103 New
BFG
874
Baron Financial Group
New Jersey
$13.6K +$13.5K +103 New
FEG
875
Financial Enhancement Group
Indiana
$13K

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.