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.
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: 883 → 945 (+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: 15 → 10 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$343M |
| 2 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$216M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$173M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$156M |
| 5 |
JP Morgan Chase
New York
|
+$117M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$313M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$186M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$162M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$126M |
| 5 |
BlackRock
New York
|
-$91.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
1001
McMillion Capital Management
Greensboro,
North Carolina
| – | -$6K | -64 | Closed |
|
|
BII
1002
Bainco International Investors
Boston,
Massachusetts
| – | -$3K | -33 | Closed |
|
1003
Lazard Asset Management
New York
| – | -$2K | -22 | Closed |
|
|
CAN
1004
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$2K | -19 | Closed |
|
|
AA
1005
Advisory Alpha
Holland,
Michigan
| – | -$1.58K | -14 | Closed |
|
|
GI
1006
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -7 | Closed |
|
|
RG
1007
Retirement Group
San Diego,
California
| – | +$461 | +4 | New |
|
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.