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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
SC
501
Sepio Capital
Utah
$750K -$3.48M -23,634 -82%
JC
502
JB Capital
Connecticut
$746K +$773K +5,252 New
VIA
503
Vident Investment Advisory
Georgia
$742K +$377K +2,565 +97%
DC
504
Davenport & Co
Virginia
$739K +$231K +1,569 +43%
HTC
505
Haverford Trust Company
Pennsylvania
$736K -$3.83K -26 -0.5%
CAM
506
Connacht Asset Management
New York
$728K -$304K -2,068 -29%
KS
507
Karpas Strategies
Connecticut
$723K
KPWS
508
Kestra Private Wealth Services
Texas
$717K +$30.9K +210 +4%
WT
509
Whittier Trust
California
$715K -$70.3K -478 -9%
OPPTF
510
OPSEU Pension Plan Trust Fund
Ontario, Canada
$711K -$7.8K -53 -1%
MIA
511
MainStreet Investment Advisors
Illinois
$707K +$6.62K +45 +0.9%
WAM
512
World Asset Management
Michigan
$699K -$43.8K -298 -6%
SVWAG
513
Sound View Wealth Advisors Group
Georgia
$699K +$9.86K +67 +1%
CPIA
514
Cornell Pochily Investment Advisors
New York
$699K +$154K +1,044 +27%
SBH
515
Segall Bryant & Hamill
Illinois
$691K +$3.53K +24 +0.5%
APP
516
Alpha Paradigm Partners
Illinois
$690K +$714K +4,856 New
CBTWT
517
Community Bank & Trust (Waco, Texas)
Texas
$688K -$439K -2,982 -38%
AWS
518
AJ Wealth Strategies
New York
$679K
ECM
519
Estabrook Capital Management
New York
$667K +$22.8K +155 +3%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$667K
FTDI
521
First Trust Direct Indexing
Massachusetts
$661K +$85.8K +583 +14%
Aristotle Capital Management
522
Aristotle Capital Management
California
$659K
FNWM
523
Financial Network Wealth Management
Utah
$657K
GT
524
Glenview Trust
Kentucky
$655K +$60.2K +409 +10%
CIA
525
Choate Investment Advisors
Massachusetts
$652K -$18.8K -128 -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.