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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
IC
676
IEQ Capital
California
$296K +$108K +731 +54%
TAM
677
Trust Asset Management
Texas
$294K +$20.3K +138 +7%
WC
678
Westhampton Capital
North Carolina
$294K +$305K +2,070 New
NSEDCP
679
NJ State Employees Deferred Compensation Plan
New Jersey
$293K
RP
680
Rice Partnership
Hawaii
$293K
LNC
681
Lincoln National Corp
Pennsylvania
$293K +$50.5K +343 +20%
WA
682
WestEnd Advisors
North Carolina
$292K
HI
683
Humankind Investments
New York
$287K +$73.7K +501 +33%
SIM
684
Sentry Investment Management
Wisconsin
$287K +$276K +1,874 +1,266%
AUB
685
Atlantic Union Bankshares
Virginia
$285K -$820K -5,571 -74%
PFSC
686
Peoples Financial Services Corp
Pennsylvania
$284K -$12.2K -83 -4%
CBT
687
CoreFirst Bank & Trust
Kansas
$284K
QAM
688
QCI Asset Management
New York
$284K
OSAM
689
O'Shaughnessy Asset Management
Connecticut
$282K +$13.7K +93 +5%
ITIM
690
Indiana Trust & Investment Management
Indiana
$281K -$30.3K -206 -9%
ASA
691
Armstrong Shaw Associates
Connecticut
$278K
TMAM
692
Tokio Marine Asset Management
Japan
$276K -$119K -808 -29%
EI
693
Ethic Inc
New York
$274K -$59.4K -404 -17%
CAC
694
Certified Advisory Corp
Florida
$274K
JIP
695
Jaffetilchin Investment Partners
Florida
$272K -$349K -2,372 -55%
NAS
696
Nicolet Advisory Services
Wisconsin
$272K +$85K +578 +44%
UBV
697
United Bank (Virginia)
Virginia
$269K
YWP
698
YorkBridge Wealth Partners
New York
$269K +$7.36K +50 +3%
WP
699
WealthPLAN Partners
Nebraska
$268K -$1.76K -12 -0.6%
IA
700
IFP Advisors
Florida
$268K +$89.7K +610 +48%

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.