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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
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$844K -$12.5K -85 -1%
HW
477
Hancock Whitney
Mississippi
$842K -$8.07M -54,861 -90%
TI
478
Tidal Investments
Wisconsin
$840K +$315K +2,143 +57%
ONB
479
Old National Bancorp
Indiana
$831K -$151K -1,028 -15%
CSIC
480
Clifford Swan Investment Counsel
California
$831K -$4.56K -31 -0.5%
TCOT
481
Trust Company of Toledo
Ohio
$829K +$36.6K +249 +4%
GH
482
GAM Holding
Switzerland
$827K +$294 +2 +0%
BB
483
Busey Bank
Illinois
$822K +$13.8K +94 +2%
CFMC
484
Curbstone Financial Management Corp
New Hampshire
$822K +$30.3K +206 +4%
Vontobel Holding
485
Vontobel Holding
Switzerland
$816K +$401K +2,723 +90%
TPCW
486
TD Private Client Wealth
New York
$815K -$23.4K -159 -3%
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$806K -$175K -1,191 -17%
RIM
488
Redpoint Investment Management
Australia
$804K
MOS
489
MGO One Seven
Ohio
$803K +$106K +718 +14%
SIA
490
Strategic Investment Advisors
Michigan
$802K +$115K +785 +16%
Cetera Investment Advisers
491
Cetera Investment Advisers
Illinois
$797K +$18.5K +126 +2%
PIG
492
Pantheon Investment Group
California
$795K +$26.6K +181 +3%
FA
493
FDx Advisors
Illinois
$790K +$55.8K +379 +7%
PHAM
494
Portland Hill Asset Management
United Kingdom
$789K
LSA
495
Leonteq Securities AG
Switzerland
$787K +$161K +1,095 +25%
BFS
496
Bradley Foster & Sargent
Connecticut
$778K +$441 +3 +0.1%
SAM
497
Seelaus Asset Management
New Jersey
$772K +$799K +5,430 New
KRSITF
498
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$766K -$29.6K -201 -4%
GG
499
Gofen & Glossberg
Illinois
$762K -$35.7K -243 -4%
SWA
500
Stratos Wealth Advisors
Ohio
$760K -$25.6K -174 -3%

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.