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Zimmer Biomet

998 hedge funds and large institutions have $23.7B invested in Zimmer Biomet in 2021 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 321 increasing their positions, 334 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 109

19% more call options, than puts

Call options by funds: $142M | Put options by funds: $120M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more funds holding

Funds holding: 982998 (+16)

0.1% more ownership

Funds ownership: 91.89%91.99% (+0.1%)

4% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 334

13% less capital invested

Capital invested by funds: $27.2B → $23.7B (-$3.57B)

Holders
998
Holders Change
+16
Holders Change %
+1.63%
% of All Funds
15.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
139
Increased
321
Reduced
334
Closed
109
Calls
$142M
Puts
$120M
Net Calls
+$22.2M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
26
Allspring Global Investments
North Carolina
$228M +$242M +1,848,775 New
Legal & General Group
27
Legal & General Group
United Kingdom
$200M -$8.64M -66,036 -4%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$192M +$60.5M +462,634 +42%
VanEck Associates
29
VanEck Associates
New York
$164M +$14.2M +108,756 +9%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$154M +$690K +5,272 +0.4%
Goldman Sachs
31
Goldman Sachs
New York
$137M -$27M -206,069 -16%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$130M +$45.8M +349,717 +50%
Morgan Stanley
33
Morgan Stanley
New York
$129M +$12M +91,364 +10%
CCM
34
Camber Capital Management
Massachusetts
$127M +$37.1M +283,157 +38%
Charles Schwab
35
Charles Schwab
California
$126M +$4.89M +37,390 +4%
Ameriprise
36
Ameriprise
Minnesota
$117M +$10M +76,403 +9%
Swiss National Bank
37
Swiss National Bank
Switzerland
$101M -$4.18M -31,930 -4%
UBS AM
38
UBS AM
Illinois
$98.9M +$1.91M +14,617 +2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$98.1M +$23.3M +178,138 +29%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$95.4M +$8.33M +63,642 +9%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$90.3M -$16.8M -127,989 -15%
FI
42
Focused Investors
California
$84.9M +$8.64M +66,023 +11%
JIC
43
Johnson Investment Counsel
Ohio
$83M -$4.17M -31,840 -5%
PPA
44
Parametric Portfolio Associates
Washington
$82.7M -$7.92M -60,543 -8%
Barclays
45
Barclays
United Kingdom
$80M +$150K +1,145 +0.2%
Axa
46
Axa
France
$74M -$1.45M -11,051 -2%
O
47
OrbiMed
New York
$71.7M -$13M -99,395 -15%
DLA
48
Douglas Lane & Associates
New York
$70.1M +$7.16M +54,699 +11%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$68.2M +$3.33M +25,422 +5%
Wells Fargo
50
Wells Fargo
California
$67.9M -$240M -1,830,372 -77%

ZBH Hedge Fund Activity: Q4 2021 in Review

998 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2021, worth a combined $23.7B — down 13% from $27.2B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new ZBH positions and 109 closed out — a net gain of 30 holders — while 321 added to existing stakes and 334 trimmed.

The largest buyer was Vanguard Group, adding an estimated $439M. The largest seller was Wells Fargo, cutting an estimated $240M.

  • 998 institutional investors held Zimmer Biomet (ZBH) as of Q4 2021, up from 982 in Q3 2021.
  • Funds reported $23.7B of Zimmer Biomet stock for Q4 2021, down 13% quarter-over-quarter.
  • 139 funds opened new Zimmer Biomet positions in Q4 2021 and 109 closed out, a net change of +30 holders.
  • The largest Zimmer Biomet buyer in Q4 2021 was Vanguard Group, an estimated $439M added.
  • The largest Zimmer Biomet seller in Q4 2021 was Wells Fargo, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2021.