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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
EHC
176
Everett Harris & Co
California
$9.01M -$280K -2,426 -3%
MAA
177
Matrix Asset Advisors
New York
$8.96M +$106K +919 +1%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$8.92M -$482K -4,181 -5%
PVI
179
Pura Vida Investments
New York
$8.91M -$4.3M -37,286 -33%
FPCM
180
Financial Partners Capital Management
New York
$8.88M -$173K -1,501 -2%
ACI
181
AMP Capital Investors
Australia
$8.8M +$376K +3,265 +4%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$8.74M -$2.24M -19,414 -20%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$8.63M -$705K -6,114 -8%
ECM
184
ExodusPoint Capital Management
New York
$8.61M +$8.56M +74,264 New
AIG
185
American International Group
New York
$8.41M +$61.5K +534 +0.7%
ITP
186
Iron Triangle Partners
Connecticut
$8.36M
AAM
187
Auxier Asset Management
Oregon
$8.35M -$9.45K -82 -0.1%
WCMN
188
Westchester Capital Management (Nebraska)
Nebraska
$8.34M -$134K -1,160 -2%
Aviva
189
Aviva
United Kingdom
$8.22M +$2.52M +21,891 +45%
CCI
190
Columbus Circle Investors
$8.18M +$3.49M +30,322 +75%
PM
191
Prosight Management
Texas
$8.18M -$4.33M -37,595 -35%
WT
192
Washington Trust
Rhode Island
$8.1M -$6.22K -54 -0.1%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$8.09M -$665K -5,775 -8%
SFM
194
Stack Financial Management
Montana
$8.03M -$154K -1,336 -2%
SOADOR
195
State of Alaska Department of Revenue
Alaska
$7.96M +$819K +7,108 +12%
AIM
196
Achmea Investment Management
Netherlands
$7.9M -$481K -4,172 -6%
Ensign Peak Advisors
197
Ensign Peak Advisors
Utah
$7.86M +$4.27M +37,049 +120%
KOCAA
198
Knights of Columbus Asset Advisors
Connecticut
$7.8M +$1.1M +9,545 +17%
WB
199
WesBanco Bank
West Virginia
$7.56M +$2.05M +17,759 +37%
BL
200
BCWM LLC
Kansas
$7.47M +$2.59M +22,493 +54%

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.