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
LCP
976
Legacy Capital Partners
Wisconsin
-$239K -2,066 Closed
WCM
977
Weld Capital Management
New York
-$236K -2,039 Closed
MCM
978
Murphy Capital Management
New Jersey
-$223K -1,931 Closed
DIM
979
DC Investments Management
Virginia
-$223K -1,923 Closed
AGM
980
Alpine Global Management
New York
-$220K -1,899 Closed
EWA
981
ERTS Wealth Advisors
Michigan
-$216K -1,863 Closed
CIBC World Market
982
CIBC World Market
Ontario, Canada
-$215K -1,854 Closed
EA
983
Emerald Advisers
Pennsylvania
-$211K -1,820 Closed
PG
984
Pendal Group
Australia
-$201K -1,736 Closed
CFG
985
Citizens Financial Group
Rhode Island
-$158K -1,368 Closed
CWM
986
Campbell Wealth Management
Virginia
-$148K -1,278 Closed
SCA
987
Stonebridge Capital Advisors
Minnesota
-$143K -1,236 Closed
BFM
988
Boston Financial Management
Massachusetts
-$128K -1,107 Closed
PCTC
989
Perkins Coie Trust Company
Washington
-$119K -1,030 Closed
ClearBridge Investments
990
ClearBridge Investments
New York
-$100K -865 Closed
THWM
991
Taylor Hoffman Wealth Management
Virginia
-$86K -742 Closed
OPS
992
Orion Portfolio Solutions
Nebraska
-$77K -664 Closed
BFIM
993
Beese Fulmer Investment Management
Ohio
-$74K -639 Closed
BL
994
Balentine LLC
Georgia
-$72K -625 Closed
LWA
995
Lenox Wealth Advisors
New York
-$67K -582 Closed
HFM
996
Harvest Fund Management
China
-$59K -517 Closed
AWM
997
Apollon Wealth Management
South Carolina
-$60K -515 Closed
WFMPM
998
Woodley Farra Manion Portfolio Management
Indiana
-$57K -493 Closed
PI
999
PineBridge Investments
New York
-$53K -456 Closed
KPW
1000
Kore Private Wealth
New York
-$38K -336 Closed

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.