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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
NPP
876
New Potomac Partners
Maryland
$14K
RFA
877
Reilly Financial Advisors
California
$14K
AWM
878
Avior Wealth Management
Nebraska
$14K +$2.42K +21 +20%
FWM
879
FSA Wealth Management
Massachusetts
$13K
PWMG
880
Prestige Wealth Management Group
New Jersey
$13K +$346 +3 +3%
FP
881
Financial Perspectives
Minnesota
$12.5K
BWM
882
Baystate Wealth Management
Massachusetts
$12K
KPCM
883
Kings Point Capital Management
New York
$12K
MAM
884
Marquette Asset Management
Minnesota
$12K
TC
885
Trust Company
Kansas
$12K
CI
886
CX Institutional
Indiana
$12K +$8.64K +75 +268%
APWA
887
Atlas Private Wealth Advisors
New Jersey
$12K +$11.9K +103 New
WR
888
Watson Rebecca
$12K +$11.9K +103 New
PIMG
889
Patriot Investment Management Group
Tennessee
$11.7K +$11.6K +101 New
FEG
890
Financial Enhancement Group
Indiana
$11K -$11.6K -101 -51%
EARNEST Partners
891
EARNEST Partners
Georgia
$11K
EWP
892
Engrave Wealth Partners
Texas
$11K
HS
893
Horan Securities
United States
$11K +$11.3K +98 New
HFA
894
Hoover Financial Advisors
Pennsylvania
$11K +$11.4K +99 New
WPA
895
West Paces Advisors
Georgia
$10.1K
ME
896
McIlrath & Eck
Washington
$10K
BWM
897
BerganKDV Wealth Management
Minnesota
$10K +$807 +7 +9%
PP
898
PrairieView Partners
Minnesota
$9K
LS
899
Leelyn Smith
Illinois
$8K
CCM
900
Cribstone Capital Management
Maine
$7K -$4.72K -41 -41%

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.