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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
TWI
701
Thomas White International
Illinois
$265K
AC
702
Alexandria Capital
Virginia
$263K
RIM
703
Regent Investment Management
Kentucky
$263K
TWMP
704
Taylor Wealth Management Partners
Massachusetts
$263K
S
705
SignatureFD
Georgia
$263K +$3.09K +21 +1%
FMLI
706
Fukoku Mutual Life Insurance
Japan
$262K +$44K +299 +19%
AC
707
Avestar Capital
New York
$261K +$37.4K +254 +16%
MBT
708
Montecito Bank & Trust
California
$260K +$45.7K +311 +21%
PFO
709
Pathstone Family Office
New Jersey
$254K
HAC
710
Harbor Advisory Corp
New Hampshire
$253K
SC
711
Savant Capital
Illinois
$251K +$15.7K +107 +6%
WANY
712
Wealthspire Advisors (New York)
New York
$250K +$259K +1,758 New
LJHT
713
Laurie J. Hall Trustee
$249K
1WA
714
180 Wealth Advisors
Washington
$248K -$2.06K -14 -0.8%
SFC
715
SYM Financial Corp
Indiana
$247K +$7.36K +50 +3%
XS
716
XR Securities
Illinois
$247K +$256K +1,737 New
EWM
717
Evermay Wealth Management
Virginia
$243K -$134K -909 -35%
AWM
718
Aries Wealth Management
Maine
$243K
BC
719
Burney Company
Virginia
$242K
BCA
720
Bay Colony Advisors
Massachusetts
$240K -$102K -696 -29%
E
721
Ergoteles
New York
$237K +$245K +1,668 New
BJL
722
Brighton Jones LLC
Washington
$236K +$2.5K +17 +1%
HB
723
Homrich & Berg
Georgia
$235K -$33.7K -229 -12%
WB
724
Webster Bank
Connecticut
$234K
IFG
725
Independent Financial Group
California
$234K -$94.1K -640 -28%

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.