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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
GF
126
Gabelli Funds
New York
$17.4M +$67.3K +515 +0.4%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$16.7M -$1.11M -8,460 -6%
HIMC
128
Heritage Investors Management Corp
Maryland
$16.3M -$157K -1,205 -1%
AQR Capital Management
129
AQR Capital Management
Connecticut
$16.1M -$18.1M -138,809 -53%
VAM
130
Velanne Asset Management
United Kingdom
$16M
Asset Management One
131
Asset Management One
Japan
$16M -$555K -4,248 -3%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$15.9M -$2.56M -19,594 -14%
BAPIM
133
British Airways Pensions Investment Management
United Kingdom
$15.7M +$2.59M +19,826 +20%
WPC
134
Waters Parkerson & Co
Louisiana
$15.6M -$115K -882 -0.7%
Adage Capital Partners
135
Adage Capital Partners
Massachusetts
$15.5M -$16.9M -129,265 -52%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$15.3M
RP
137
Reinhart Partners
Wisconsin
$15.2M -$1.09M -8,360 -7%
AG
138
Aperio Group
California
$14.8M +$880K +6,737 +6%
APG Asset Management
139
APG Asset Management
Netherlands
$14.8M -$1.1M -8,446 -6%
OA
140
Oak Associates
Ohio
$14.2M -$264K -2,024 -2%
Allianz Asset Management
141
Allianz Asset Management
Germany
$14.1M -$1.57M -11,996 -10%
First Manhattan
142
First Manhattan
New York
$14.1M -$1.15M -8,772 -5%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$14M -$1.28M -9,815 -8%
Comerica Bank
144
Comerica Bank
Texas
$13.9M -$393K -3,007 -3%
PAM
145
Panagora Asset Management
Massachusetts
$13.9M -$271K -2,076 -2%
BC
146
Blackhill Capital
New Jersey
$13.4M
SAM
147
Storebrand Asset Management
Norway
$13.2M +$250K +1,916 +2%
CIC
148
Crawford Investment Counsel
Georgia
$13.1M +$21K +161 +0.2%
BPC
149
Banque Pictet & Cie
Switzerland
$13.1M -$95.5K -731 -0.7%
Federated Hermes
150
Federated Hermes
Pennsylvania
$13M +$2.28M +17,491 +22%

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.