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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
TAF
326
Tredje AP-fonden
Sweden
$2.19M
SNT
327
Security National Trust
West Virginia
$2.19M
AAM
328
Azzad Asset Management
Virginia
$2.16M +$826K +5,614 +58%
CNC
329
Citizens & Northern Corp
Pennsylvania
$2.16M -$54.4K -370 -2%
EMPI
330
Elo Mutual Pension Insurance
Finland
$2.13M
CIC
331
Cornercap Investment Counsel
Georgia
$2.11M +$2.19M +14,861 New
SAM
332
Selway Asset Management
$2.11M +$120K +819 +6%
IBOK
333
Independence Bank of Kentucky
Kentucky
$2.1M +$408K +2,775 +23%
1SB
334
1ST Source Bank
Indiana
$2.1M +$47.1K +320 +2%
TC
335
TwinBeech Capital
New York
$2.08M -$4.49M -30,492 -68%
BC
336
Brookfield Corp
Ontario, Canada
$2.05M +$2.12M +14,429 New
AIM
337
Aigen Investment Management
New York
$2.05M +$2.12M +14,418 New
Rockefeller Capital Management
338
Rockefeller Capital Management
New York
$2.05M +$211K +1,433 +11%
HT
339
Heritage Trust
Oklahoma
$2.04M +$65.2K +443 +3%
TU
340
TDAM USA
Ontario, Canada
$2.03M -$99.4K -676 -5%
WCM
341
Wunderlich Capital Managemnt
Tennessee
$2.03M +$75.9K +516 +4%
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$1.99M -$30.3K -206 -1%
UCFA
343
United Capital Financial Advisors
Texas
$1.95M -$82.2K -559 -4%
CGH
344
Crossmark Global Holdings
Texas
$1.95M +$50.3K +342 +3%
AF
345
Alerus Financial
North Dakota
$1.94M +$56.5K +384 +3%
PAG
346
Private Advisor Group
New Jersey
$1.93M +$1.04M +7,080 +109%
BRA
347
Biechele Royce Advisors
Indiana
$1.93M -$3.09K -21 -0.2%
UAS
348
United Asset Strategies
New York
$1.93M +$114K +772 +6%
SPIA
349
Steward Partners Investment Advisory
New York
$1.92M +$119K +810 +6%
SIM
350
Studio Investment Management
Illinois
$1.92M +$1.99M +13,529 New

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.