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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
WIC
626
Whitegate Investment Counselors
New Hampshire
$397K
MGIA
627
Moneta Group Investment Advisors
Missouri
$397K +$71.6K +487 +21%
N
628
Natixis
France
$389K +$402K +2,735 New
AWM
629
Aberdeen Wealth Management
Illinois
$385K -$22.7K -154 -5%
BCWM
630
Bartlett & Co Wealth Management
Ohio
$384K -$13.4K -91 -3%
BC
631
Bartlett & Co
Ohio
$383K -$13.4K -91 -3%
EF
632
Empirical Finance
Pennsylvania
$380K +$22.7K +154 +6%
FCB
633
First Command Bank
Texas
$379K
FCFS
634
First Command Financial Services
Texas
$379K
MAM
635
Meeder Asset Management
Ohio
$375K -$2.47M -16,766 -86%
WG
636
Welch Group
Alabama
$375K +$4.71K +32 +1%
EFS
637
Essex Financial Services
Connecticut
$373K +$86.9K +591 +29%
AIA
638
Armor Investment Advisors
North Carolina
$372K -$45.5K -309 -11%
NG
639
NatWest Group
United Kingdom
$370K
WPC
640
White Pine Capital
Minnesota
$370K
SACTSONJ
641
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$366K
SFO
642
Stokes Family Office
Louisiana
$363K +$441 +3 +0.1%
VCA
643
Verdence Capital Advisors
Maryland
$362K
NICM
644
Neo Ivy Capital Management
New York
$360K +$457K +3,106 New
WS
645
Wedbush Securities
California
$358K +$2.94K +20 +0.8%
GRP
646
Global Retirement Partners
California
$357K -$8.83K -60 -2%
RCA
647
Resonant Capital Advisors
Wisconsin
$350K +$113K +769 +46%
DCM
648
Dupont Capital Management
Delaware
$348K -$348K -2,368 -49%
RCM
649
Radnor Capital Management
Pennsylvania
$347K +$360K +2,445 New
PF
650
Phoenix Financial
Israel
$346K +$352K +2,391 New

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.