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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B -$23.6M -204,744 -1%
BlackRock
2
BlackRock
New York
$1.73B -$91.8M -796,605 -5%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.23B -$41.8M -362,496 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.11B +$117M +1,013,774 +12%
State Street
5
State Street
Massachusetts
$1.06B +$33.7M +292,237 +3%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.03B +$96.9M +841,209 +10%
Invesco
7
Invesco
Georgia
$789M -$186M -1,610,907 -19%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$745M -$34.2M -296,911 -4%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$708M +$343M +2,977,306 +91%
American Century Companies
10
American Century Companies
Missouri
$495M -$126M -1,096,505 -20%
N
11
Nuveen
North Carolina
$490M +$33.6M +291,247 +7%
Primecap Management
12
Primecap Management
California
$430M +$21.8M +188,758 +5%
Northern Trust
13
Northern Trust
Illinois
$427M +$4.08M +35,447 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$394M +$8.13M +70,576 +2%
Boston Partners
15
Boston Partners
Massachusetts
$386M -$23.5M -203,574 -6%
AAMU
16
Amundi Asset Management US
Massachusetts
$353M +$17.7M +153,256 +5%
Wells Fargo
17
Wells Fargo
California
$290M +$10.4M +90,426 +4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$252M +$13M +113,187 +6%
Norges Bank
19
Norges Bank
Norway
$247M +$15.3M +132,677 +7%
Franklin Resources
20
Franklin Resources
California
$244M +$156M +1,350,269 +252%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$231M +$5.68M +49,252 +3%
LP
22
Longview Partners
Guernsey
$217M +$216M +1,875,529 New
WRF
23
Waddell & Reed Financial
Kansas
$213M +$14.7M +127,725 +7%
Legal & General Group
24
Legal & General Group
United Kingdom
$182M +$2.15M +18,697 +1%
Goldman Sachs
25
Goldman Sachs
New York
$179M -$15.9M -138,275 -8%

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.