We are live on ! Find out more
ZBH icon

Zimmer Biomet

1,011 hedge funds and large institutions have $28.4B invested in Zimmer Biomet in 2020 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 284 increasing their positions, 363 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 66

125% more call options, than puts

Call options by funds: $66.8M | Put options by funds: $29.7M

14% more capital invested

Capital invested by funds: $24.9B → $28.4B (+$3.54B)

9% more funds holding

Funds holding: 9301,011 (+81)

0.37% more ownership

Funds ownership: 91.23%91.6% (+0.37%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 363

Holders
1,011
Holders Change
+81
Holders Change %
+8.71%
% of All Funds
17.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
160
Increased
284
Reduced
363
Closed
66
Calls
$66.8M
Puts
$29.7M
Net Calls
+$37.1M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.99B +$544M +3,851,122 +24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.42B -$19.6M -138,559 -0.8%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.54B -$21.9M -154,862 -1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.42B -$82.4M -583,076 -6%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.36B -$132M -933,365 -9%
State Street
6
State Street
Massachusetts
$1.28B -$37.4M -265,143 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$891M -$108M -762,610 -11%
N
8
Nuveen
North Carolina
$671M -$21.1M -149,566 -3%
Invesco
9
Invesco
Georgia
$646M -$174M -1,230,875 -22%
Viking Global Investors
10
Viking Global Investors
Connecticut
$596M +$317M +2,242,298 +129%
American Century Companies
11
American Century Companies
Missouri
$537M -$10.2M -72,093 -2%
Primecap Management
12
Primecap Management
California
$537M -$26.9M -190,406 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$521M +$9.71M +68,761 +2%
Northern Trust
14
Northern Trust
Illinois
$520M -$24.2M -171,293 -5%
AAMU
15
Amundi Asset Management US
Massachusetts
$498M -$4.7M -33,297 -1%
Franklin Resources
16
Franklin Resources
California
$396M +$25.8M +182,694 +7%
Wells Fargo
17
Wells Fargo
California
$369M +$24.3M +172,084 +8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$312M +$6.05M +42,853 +2%
Norges Bank
19
Norges Bank
Norway
$305M +$3.54M +25,084 +1%
Boston Partners
20
Boston Partners
Massachusetts
$299M -$148M -1,048,933 -34%
Capital International Investors
21
Capital International Investors
California
$285M +$44.8M +317,120 +20%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$281M -$75.1M -531,755 -22%
Bank of America
23
Bank of America
North Carolina
$253M +$30.9M +218,802 +15%
Citadel Advisors
24
Citadel Advisors
Florida
$249M +$123M +867,560 +109%
WRF
25
Waddell & Reed Financial
Kansas
$233M -$6.58M -46,570 -3%

ZBH Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2020, worth a combined $28.4B — up 14% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new ZBH positions and 66 closed out — a net gain of 94 holders — while 284 added to existing stakes and 363 trimmed.

The largest buyer was BlackRock, adding an estimated $544M. The largest seller was Invesco, cutting an estimated $174M.

  • 1,011 institutional investors held Zimmer Biomet (ZBH) as of Q4 2020, up from 930 in Q3 2020.
  • Funds reported $28.4B of Zimmer Biomet stock for Q4 2020, up 14% quarter-over-quarter.
  • 160 funds opened new Zimmer Biomet positions in Q4 2020 and 66 closed out, a net change of +94 holders.
  • The largest Zimmer Biomet buyer in Q4 2020 was BlackRock, an estimated $544M added.
  • The largest Zimmer Biomet seller in Q4 2020 was Invesco, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2020.