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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
FHB
426
First Hawaiian Bank
Hawaii
$1.14M +$19K +129 +2%
HJMC
427
Hellman Jordan Management Company
Massachusetts
$1.13M +$499K +3,390 +74%
CANC
428
Culbertson A N & Co
Virginia
$1.13M +$152K +1,030 +15%
HPC
429
HM Payson & Co
Maine
$1.09M +$26.8K +182 +2%
RJT
430
Raymond James Trust
Florida
$1.09M +$38.2K +260 +3%
AWA
431
Aaron Wealth Advisors
Illinois
$1.08M +$5.15K +35 +0.5%
MA
432
MUFG Americas
New York
$1.08M +$135K +916 +14%
BHTS
433
Bar Harbor Trust Services
Maine
$1.08M +$121K +825 +12%
WSFS
434
Wilmington Savings Fund Society
Delaware
$1.07M
VVP
435
Venture Visionary Partners
Ohio
$1.07M
EAM
436
Eagle Asset Management
Florida
$1.07M -$141K -956 -11%
FCI
437
Financial Counselors Inc
Kansas
$1.06M -$52.2K -355 -5%
BPA
438
Beacon Pointe Advisors
California
$1.05M +$750K +5,099 +225%
BBA
439
BLB&B Advisors
Pennsylvania
$1.04M -$54.7K -372 -5%
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$740K -5,030 -41%
RFC
441
Regions Financial Corp
Alabama
$1.03M -$226K -1,536 -17%
HVP
442
Hudson Value Partners
Florida
$1.03M +$87.8K +597 +9%
SEC
443
Seven Eight Capital
New York
$1M +$1.04M +7,049 New
CC
444
Courier Capital
New York
$991K -$10.3K -70 -1%
JWBC
445
J.W. Burns & Co
New York
$991K -$5.88K -40 -0.6%
ASN
446
Advisory Services Network
Georgia
$991K +$84.3K +573 +9%
AAM
447
AR Asset Management
California
$985K
RC
448
Roundview Capital
New Jersey
$981K +$13.2K +90 +1%
CTC
449
Central Trust Company
Missouri
$975K +$18.2K +124 +2%
Rafferty Asset Management
450
Rafferty Asset Management
New York
$975K +$355K +2,415 +54%

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.