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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
BWM
901
BNC Wealth Management
Oregon
$5K +$5.36K +41 New
CCM
902
Chiron Capital Management
Florida
$5K +$5.36K +41 New
CCM
903
Cribstone Capital Management
Maine
$4K -$3.66K -28 -47%
FBT
904
First Bank & Trust
South Dakota
$4K
MFT
905
Moisand Fitzgerald Tamayo
Florida
$4K
SC
906
Steph & Co
Wisconsin
$4K
JWA
907
JFS Wealth Advisors
Pennsylvania
$4K +$2.74K +21 +210%
JFGIW
908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$21.4K -164 -89%
RA
909
Rational Advisors
New York
$3K -$4.7K -36 -64%
HI
910
Human Investing
Oregon
$3K
WEC
911
Winslow Evans & Crocker
Massachusetts
$3K
NFSG
912
Newbridge Financial Services Group
Florida
$3K +$3K +23 New
Kayne Anderson Rudnick Investment Management
913
Kayne Anderson Rudnick Investment Management
California
$2K -$1.96K -15 -56%
LAS
914
Lloyd Advisory Services
Georgia
$2K -$1.83K -14 -42%
CCA
915
Column Capital Advisors
Indiana
$2K
GWMIA
916
Global Wealth Management Investment Advisory
Florida
$2K
TFGT
917
TS Financial Group (TSFG)
Illinois
$2K
AA
918
Advisory Alpha
Michigan
$2K +$1.83K +14 New
AIA
919
Arcadia Investment Advisors
Idaho
$1.77K +$1.7K +13 New
CWC
920
Carolinas Wealth Consulting
North Carolina
$1K
LWANC
921
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MF
922
Manchester Financial
California
$1K
RWG
923
Regal Wealth Group
California
$1K
RG
924
Retirement Group
California
$1K
TFA
925
Toth Financial Advisory
Virginia
$1K

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.