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
FP
151
Foundry Partners
Minnesota
$13M +$12.9M +98,534 New
JFL
152
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.7M -$296K -2,266 -2%
BHIA
153
Birch Hill Investment Advisors
Massachusetts
$12.7M +$196K +1,504 +2%
NGM
154
North Growth Management
British Columbia, Canada
$12.2M
ECM
155
ExodusPoint Capital Management
New York
$12.1M +$2.28M +17,467 +24%
TD Asset Management
156
TD Asset Management
Ontario, Canada
$12.1M +$2.8M +21,464 +31%
CAM
157
ClariVest Asset Management
California
$11.9M -$3.71M -28,422 -24%
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$11.7M +$839K +6,425 +8%
CCMD
159
Cypress Capital Management (Delaware)
Delaware
$11.6M -$63.2K -484 -0.6%
Retirement Systems of Alabama
160
Retirement Systems of Alabama
Alabama
$11.4M -$669K -5,121 -6%
STCG
161
Speece Thorson Capital Group
Minnesota
$11.3M +$58.7K +449 +0.5%
RPAM
162
Rhenman & Partners Asset Management
Sweden
$11.2M +$3.36M +25,750 +44%
PVI
163
Pura Vida Investments
New York
$11.1M +$969K +7,416 +10%
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.1M +$319K +2,441 +3%
Treasurer of the State of North Carolina
165
Treasurer of the State of North Carolina
North Carolina
$10.8M -$18.8K -144 -0.2%
SDIC
166
South Dakota Investment Council
South Dakota
$10.4M -$75.4K -577 -0.7%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$10.3M -$128K -983 -1%
FPCM
168
Financial Partners Capital Management
New York
$10.2M +$103K +789 +1%
Royal London Asset Management
169
Royal London Asset Management
United Kingdom
$10.2M
Aberdeen Group
170
Aberdeen Group
United Kingdom
$10.1M -$1.46M -11,159 -13%
MAA
171
Matrix Asset Advisors
New York
$10M -$195K -1,494 -2%
OCM
172
Olstein Capital Management
New York
$9.96M -$922K -7,055 -9%
EHC
173
Everett Harris & Co
California
$9.93M -$352K -2,691 -3%
SFI
174
Susquehanna Fundamental Investments
Pennsylvania
$9.8M +$2.41M +18,462 +33%
RC
175
RegentAtlantic Capital
New Jersey
$9.54M +$4.48M +34,300 +91%

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.