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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
AAM
176
Auxier Asset Management
Oregon
$9.51M -$14.9K -114 -0.2%
WCMN
177
Westchester Capital Management (Nebraska)
Nebraska
$9.5M -$3.79K -29 -0%
WT
178
Washington Trust
Rhode Island
$9.5M +$61.4K +470 +0.7%
Canada Pension Plan Investment Board
179
Canada Pension Plan Investment Board
Ontario, Canada
$9.44M -$5.15M -39,406 -36%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$9.43M +$1.08M +8,237 +13%
Ensign Peak Advisors
181
Ensign Peak Advisors
Utah
$9.4M +$435K +3,333 +5%
MCM
182
Moore Capital Management
New York
$9.33M +$9.22M +70,601 New
AIG
183
American International Group
New York
$9.28M -$311K -2,384 -3%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$9.28M -$556K -4,256 -6%
SH
185
SeaTown Holdings
Singapore
$9.26M +$9.15M +70,040 New
Aviva
186
Aviva
United Kingdom
$9.1M -$278K -2,127 -3%
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$8.89M -$1.07M -8,186 -11%
SFM
188
Stack Financial Management
Montana
$8.84M -$315K -2,408 -3%
FAF
189
Fjarde Ap-fonden
Sweden
$8.77M +$377K +2,884 +5%
ASRS
190
Arizona State Retirement System
Arizona
$8.56M +$1.94M +14,839 +30%
WB
191
WesBanco Bank
West Virginia
$8.53M -$91.3K -699 -1%
BL
192
BCWM LLC
Kansas
$8.52M +$7.97K +61 +0.1%
FMI
193
Factory Mutual Insurance
Massachusetts
$8.28M
DJSG
194
D.J. St. Germain
Massachusetts
$8.25M +$10.8K +83 +0.1%
KMC
195
Kirr Marbach & Co
Indiana
$7.97M -$484K -3,704 -6%
Robeco Institutional Asset Management
196
Robeco Institutional Asset Management
Netherlands
$7.88M -$235K -1,802 -3%
ACI
197
AMP Capital Investors
Australia
$7.82M -$2.24M -17,139 -22%
WBC
198
Westpac Banking Corp
Australia
$7.81M +$537K +4,107 +7%
SCM
199
Snow Capital Management
Pennsylvania
$7.78M -$305K -2,331 -4%
Korea Investment Corp
200
Korea Investment Corp
South Korea
$7.69M +$296K +2,266 +4%

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.