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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
TCM
101
Tekla Capital Management
Massachusetts
$26.1M +$13.1M +100,202 +103%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$25.6M -$4.45M -34,036 -15%
Alyeska Investment Group
103
Alyeska Investment Group
Illinois
$25.5M +$25.2M +193,092 New
FCM
104
Freshford Capital Management
New York
$25.2M +$2.4M +18,398 +11%
SEI Investments
105
SEI Investments
Pennsylvania
$24.8M -$4.83M -36,995 -17%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$24.6M -$14.7M -112,432 -38%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$23.4M -$1.03M -7,911 -4%
PF
108
Phoenix Financial
Israel
$23.2M -$5.76M -44,100 -19%
KCM
109
Kornitzer Capital Management
Kansas
$23.1M +$20.5M +157,101 +902%
Citigroup
110
Citigroup
New York
$22.7M +$8.23M +63,005 +58%
TG
111
TCW Group
California
$22.6M +$615K +4,706 +3%
Canada Life
112
Canada Life
Manitoba, Canada
$22.5M +$1.13M +8,623 +5%
Marshall Wace
113
Marshall Wace
United Kingdom
$22.3M +$4.98M +38,110 +29%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$22.1M -$687K -5,261 -3%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$21.5M -$1.73M -13,271 -8%
BGIM
116
Brandywine Global Investment Management
Pennsylvania
$21.4M -$384K -2,942 -2%
Skandinaviska Enskilda Banken (SEB)
117
Skandinaviska Enskilda Banken (SEB)
Sweden
$21.2M +$958K +7,330 +5%
Victory Capital Management
118
Victory Capital Management
Texas
$21.1M -$4.31M -33,027 -17%
US Bancorp
119
US Bancorp
Minnesota
$20.9M -$540K -4,131 -3%
DDPIC
120
Deroy & Devereaux Private Investment Counsel
Michigan
$20.2M -$314K -2,404 -2%
MAM
121
Majedie Asset Management
United Kingdom
$19.8M +$242K +1,854 +1%
PI
122
Putnam Investments
Massachusetts
$19M +$3.35M +25,614 +22%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$18.7M +$2.57M +19,700 +16%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$18.6M -$778K -5,956 -4%
GD
125
Grandfield & Dodd
New York
$17.6M +$198K +1,519 +1%

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.