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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B -$34.3M -262,828 -2%
BlackRock
2
BlackRock
New York
$2.13B +$159M +1,215,080 +8%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.38B -$21.5M -164,281 -2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.34B +$155M +1,185,286 +13%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.3B +$66M +505,128 +5%
State Street
6
State Street
Massachusetts
$1.17B -$36.5M -279,194 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$888M +$37.6M +288,176 +4%
Invesco
8
Invesco
Georgia
$733M -$165M -1,260,539 -19%
N
9
Nuveen
North Carolina
$613M +$53M +405,977 +10%
Primecap Management
10
Primecap Management
California
$499M +$8.44M +64,643 +2%
American Century Companies
11
American Century Companies
Missouri
$484M -$79.5M -608,737 -14%
Northern Trust
12
Northern Trust
Illinois
$482M -$3.94M -30,170 -0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$452M +$2.68M +20,519 +0.6%
AAMU
14
Amundi Asset Management US
Massachusetts
$445M +$41.5M +317,938 +10%
Boston Partners
15
Boston Partners
Massachusetts
$403M -$36.6M -280,146 -8%
Franklin Resources
16
Franklin Resources
California
$326M +$75.8M +579,953 +31%
Nordea Investment Management
17
Nordea Investment Management
Sweden
$314M -$504M -3,855,150 -62%
Wells Fargo
18
Wells Fargo
California
$303M -$27.1M -207,141 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$270M +$6.3M +48,224 +2%
Norges Bank
20
Norges Bank
Norway
$266M -$15.2M -116,456 -5%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$258M -$28.8M -220,430 -10%
LP
22
Longview Partners
Guernsey
$247M -$517K -3,955 -0.2%
Viking Global Investors
23
Viking Global Investors
Connecticut
$230M +$227M +1,740,788 New
Goldman Sachs
24
Goldman Sachs
New York
$229M +$24.1M +184,709 +12%
WRF
25
Waddell & Reed Financial
Kansas
$212M -$31M -237,055 -13%

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.