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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
MCM
551
MAI Capital Management
Ohio
$589K +$39.3K +267 +7%
FBC
552
Fairfield, Bush & Co
Connecticut
$585K -$946K -6,429 -61%
CB
553
Community Bank
New York
$585K
EDRH
554
Edmond de Rothschild Holding
Switzerland
$585K
IB
555
Intrust Bank
Kansas
$578K -$110K -751 -16%
CPWA
556
Cerro Pacific Wealth Advisors
California
$574K +$226K +1,538 +61%
JCM
557
Janney Capital Management
Pennsylvania
$565K
AP
558
Advisor Partners
California
$563K -$103K -697 -15%
HCM
559
Hillman Capital Management
Maryland
$556K +$576K +3,913 New
VI
560
Versor Investments
New York
$556K +$576K +3,914 New
BB
561
Berkshire Bank
Massachusetts
$555K
SO
562
STRS Ohio
Ohio
$545K -$1.35M -9,202 -71%
Parallax Volatility Advisers
563
Parallax Volatility Advisers
California
$544K +$300K +2,041 +114%
MC
564
McMorgan & Co
California
$543K +$562K +3,823 New
SLF
565
Sun Life Financial
Ontario, Canada
$539K +$131K +891 +31%
CCA
566
Cobblestone Capital Advisors
New York
$532K
BP
567
Ballentine Partners
Massachusetts
$531K +$588 +4 +0.1%
VPIM
568
Vanguard Personalized Indexing Management
California
$525K +$62.4K +424 +13%
NERM
569
New England Research & Management
Illinois
$517K +$198K +1,347 +59%
DI
570
Diligent Investors
California
$515K
NRS
571
Neville Rodie & Shaw
New York
$512K
PDN
572
Pensionfund DSM Netherlands
Netherlands
$512K +$530K +3,605 New
LWAM
573
Legacy Wealth Asset Management
Minnesota
$506K +$150K +1,018 +40%
HIA
574
Harbor Investment Advisory
Maryland
$506K +$233K +1,583 +80%
KCM
575
Kanawha Capital Management
Virginia
$498K -$75.8K -515 -13%

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.