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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
MC
651
Moors & Cabot
Massachusetts
$344K +$11.3K +77 +3%
BDF
652
Balasa Dinverno & Foltz
$342K -$441 -3 -0.1%
MYAM
653
Meiji Yasuda Asset Management
Japan
$341K +$33.7K +229 +11%
CCFCSB
654
Cape Cod Five Cents Savings Bank
Massachusetts
$338K -$3.53K -24 -1%
RPC
655
Rossmore Private Capital
Connecticut
$338K
FA
656
FMA Advisory
Pennsylvania
$335K -$22.4K -152 -6%
TFIPS
657
Towarzystwo Funduszy Inwestycyjnych PZU SA
$333K -$10.6K -72 -3%
GTCM
658
Gyon Technologies Capital Management
New Jersey
$330K +$342K +2,323 New
CF
659
Centaurus Financial
California
$329K +$13.2K +90 +4%
ISL
660
Ingalls & Snyder LLC
New York
$327K -$25.4K -173 -7%
PA
661
Pinnacle Associates
New York
$326K +$129K +876 +62%
CIBC World Market
662
CIBC World Market
Ontario, Canada
$323K -$402K -2,733 -55%
SFI
663
Siemens Fonds Invest
Germany
$323K +$334K +2,270 New
AIS
664
AM Investment Strategies
Tennessee
$322K
CCP
665
Corient Capital Partners
California
$321K -$73K -496 -18%
AFG
666
Allegheny Financial Group
Pennsylvania
$321K
CI
667
Conning Inc
Connecticut
$316K -$57.5K -391 -15%
SCM
668
Stonebridge Capital Management
California
$310K
V
669
VeraBank
Texas
$309K
PFS
670
Physicians Financial Services
North Carolina
$308K
HCA
671
Horan Capital Advisors
Ohio
$305K
SWM
672
Stockman Wealth Management
Montana
$305K
BMC
673
Beaton Management Company
Massachusetts
$304K
SFG
674
SevenBridge Financial Group
Pennsylvania
$302K +$112K +762 +56%
P
675
Pitcairn
Pennsylvania
$298K -$12.1K -82 -4%

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.