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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
IAA
576
Independent Advisor Alliance
North Carolina
$498K -$2.06K -14 -0.4%
CFA
577
Carroll Financial Associates
North Carolina
$497K -$736 -5 -0.1%
FNBTCON
578
First National Bank & Trust Co of Newtown
Pennsylvania
$493K -$1.47K -10 -0.3%
BRWA
579
B. Riley Wealth Advisors
Florida
$491K +$147 +1 +0%
EWM
580
Evercore Wealth Management
New York
$490K
SWM
581
SeaCrest Wealth Management
New York
$487K -$147 -1 -0%
FLPIM
582
F.L. Putnam Investment Management
Massachusetts
$486K +$4.71K +32 +0.9%
GT
583
Greenleaf Trust
Michigan
$485K -$106K -722 -17%
LA
584
Legacy Advisors
Pennsylvania
$483K +$441 +3 +0.1%
TRCT
585
Tower Research Capital (TRC)
New York
$482K -$184K -1,252 -27%
CCM
586
Compton Capital Management
Rhode Island
$477K
DSC
587
Duncker Streett & Co
Missouri
$477K
FNFDCM
588
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$477K
APC
589
Aspire Private Capital
North Carolina
$477K +$19.4K +132 +4%
CFB
590
Cullen/Frost Bankers
Texas
$472K
SBL
591
Sargent Bickham Lagudis
Colorado
$472K
BMSSC
592
B. Metzler seel. Sohn & Co
Germany
$466K
FANJ
593
Financial Architects (New Jersey)
New Jersey
$462K
Wellington Management Group
594
Wellington Management Group
Massachusetts
$462K +$479K +3,253 New
CNC
595
Canandaigua National Corp
New York
$461K +$12.5K +85 +3%
KOC
596
Koss-Olinger Consulting
Florida
$460K +$476K +3,236 New
Los Angeles Capital Management
597
Los Angeles Capital Management
California
$454K -$5.51M -37,489 -92%
SWA
598
Sutton Wealth Advisors
Florida
$450K
VI
599
Vestcor Inc
New Brunswick, Canada
$450K -$62.8K -427 -12%
GIM
600
Greylin Investment Management
Virginia
$450K -$3.83K -26 -0.8%

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.