We are live on ! Find out more
ZBH icon

Zimmer Biomet

982 hedge funds and large institutions have $27.2B invested in Zimmer Biomet in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 328 increasing their positions, 331 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.65% less ownership

Funds ownership: 92.54%91.89% (-0.65%)

1% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 331

4% less call options, than puts

Call options by funds: $105M | Put options by funds: $109M

4% less funds holding

Funds holding: 1,018982 (-36)

9% less capital invested

Capital invested by funds: $30B → $27.2B (-$2.8B)

19% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 104

Holders
982
Holders Change
-36
Holders Change %
-3.54%
% of All Funds
17.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
84
Increased
328
Reduced
331
Closed
104
Calls
$105M
Puts
$109M
Net Calls
-$4.24M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
301
Norinchukin Bank
Japan
$2.63M +$109K +738 +4%
IECM
302
Intrinsic Edge Capital Management
Illinois
$2.58M +$2.67M +18,128 New
OC
303
Oppenheimer & Co
New York
$2.57M +$537K +3,650 +25%
Swedbank
304
Swedbank
Sweden
$2.57M
IG
305
ING Group
Netherlands
$2.57M +$62.1K +422 +2%
JMPWA
306
JP Morgan Private Wealth Advisors
California
$2.56M -$4.27K -29 -0.2%
OPERF
307
Oregon Public Employees Retirement Fund
Oregon
$2.56M +$16.6K +113 +0.6%
CAM
308
Costello Asset Management
Pennsylvania
$2.56M -$363K -2,467 -12%
SAM
309
Securian Asset Management
Minnesota
$2.55M -$30.3K -206 -1%
First Manhattan
310
First Manhattan
New York
$2.52M -$40.7K -277 -2%
ECM
311
Exchange Capital Management
Michigan
$2.45M +$336K +2,281 +15%
BFM
312
Boothbay Fund Management
New York
$2.45M +$2.54M +17,257 New
LS
313
Livforsakringsbolaget Skandia
Sweden
$2.45M +$1.21M +8,213 +100%
HPWA
314
Hall Private Wealth Advisors
North Carolina
$2.42M +$2.5M +17,002 New
DILIC
315
Dai-ichi Life Insurance Company
Japan
$2.41M
RHJA
316
Rice Hall James & Associates
California
$2.4M -$42.5K -289 -2%
WF
317
Welch & Forbes
Massachusetts
$2.38M -$111K -756 -4%
BAM
318
Belpointe Asset Management
Nevada
$2.38M +$398K +2,705 +19%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$2.37M
TRSOTSOK
320
Teachers Retirement System of the State of Kentucky
Kentucky
$2.36M
SW
321
SVB Wealth
Massachusetts
$2.33M -$4.41K -30 -0.2%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$2.33M +$169K +1,147 +8%
BBVA
323
Banco Bilbao Vizcaya Argentaria
Spain
$2.32M +$377K +2,565 +19%
PI
324
Pettee Investors
Connecticut
$2.25M +$162K +1,104 +7%
Robeco Institutional Asset Management
325
Robeco Institutional Asset Management
Netherlands
$2.23M -$8.38M -56,963 -78%

ZBH Hedge Fund Activity: Q3 2021 in Review

982 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2021, worth a combined $27.2B — down 9.3% from $30B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of ZBH and 84 opened new positions — a net loss of 20 holders — while 331 trimmed existing stakes and 328 added.

The largest buyer was JP Morgan Chase, adding an estimated $364M. The largest seller was Capital Research Global Investors, cutting an estimated $636M.

  • 982 institutional investors held Zimmer Biomet (ZBH) as of Q3 2021, down from 1,018 in Q2 2021.
  • Funds reported $27.2B of Zimmer Biomet stock for Q3 2021, down 9.3% quarter-over-quarter.
  • 84 funds opened new Zimmer Biomet positions in Q3 2021 and 104 closed out, a net change of -20 holders.
  • The largest Zimmer Biomet buyer in Q3 2021 was JP Morgan Chase, an estimated $364M added.
  • The largest Zimmer Biomet seller in Q3 2021 was Capital Research Global Investors, an estimated $636M sold.

Based on aggregated 13F filings for Q3 2021.