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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
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$16.2M -$2.32M -20,172 -13%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$15.6M +$1.24M +10,741 +9%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$15.3M
TC
129
Tavio Capital
New York
$15.3M +$6.6M +57,246 +77%
GD
130
Grandfield & Dodd
New York
$15.2M -$111K -960 -0.7%
GF
131
Gabelli Funds
New York
$15.2M -$2.88K -25 -0%
Marshall Wace
132
Marshall Wace
United Kingdom
$15.2M -$14.2M -123,559 -49%
DFO
133
Duquesne Family Office
New York
$14.6M +$14.5M +125,815 New
Asset Management One
134
Asset Management One
Japan
$14.5M +$891K +7,729 +7%
HIMC
135
Heritage Investors Management Corp
Maryland
$14.5M +$52.3K +454 +0.4%
APG Asset Management
136
APG Asset Management
Netherlands
$14.4M -$1.07M -9,286 -6%
RP
137
Reinhart Partners
Wisconsin
$14.3M -$3.72M -32,321 -21%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$14.1M -$1.64M -14,198 -10%
VAM
139
Velanne Asset Management
United Kingdom
$14.1M -$413K -3,585 -3%
Allianz Asset Management
140
Allianz Asset Management
Germany
$13.8M -$2.68M -23,230 -16%
First Manhattan
141
First Manhattan
New York
$13.8M -$9.8M -85,056 -32%
CAM
142
ClariVest Asset Management
California
$13.8M -$2.8M -24,263 -17%
WPC
143
Waters Parkerson & Co
Louisiana
$13.7M +$169K +1,468 +1%
PI
144
Putnam Investments
Massachusetts
$13.7M -$7.94M -68,877 -37%
Balyasny Asset Management
145
Balyasny Asset Management
Illinois
$13.4M -$30.1M -261,275 -69%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$13.4M -$746K -6,478 -5%
Comerica Bank
147
Comerica Bank
Texas
$13.4M -$715K -6,206 -6%
Canada Pension Plan Investment Board
148
Canada Pension Plan Investment Board
Ontario, Canada
$12.8M -$10.4M -89,964 -45%
OA
149
Oak Associates
Ohio
$12.7M +$172K +1,494 +1%
Citigroup
150
Citigroup
New York
$12.6M +$1.32M +11,417 +12%

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.