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Zimmer Biomet

977 hedge funds and large institutions have $24.3B invested in Zimmer Biomet in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 270 increasing their positions, 588 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $184M | Put options by funds: $91.2M

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

3% more capital invested

Capital invested by funds: $23.7B → $24.3B (+$630M)

0.8% less ownership

Funds ownership: 91.99%91.19% (-0.8%)

2% less funds holding

Funds holding: 998977 (-21)

10% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 116

54% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 588

Holders
977
Holders Change
-21
Holders Change %
-2.1%
% of All Funds
15.41%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
104
Increased
270
Reduced
588
Closed
116
Calls
$184M
Puts
$91.2M
Net Calls
+$92.7M
Net Calls Change
+$70.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$63.2M -$18.7M -155,115 -24%
PAMS
52
Pictet Asset Management (Switzerland)
Switzerland
$57.4M -$2.96M -24,568 -5%
ACA
53
Anchor Capital Advisors
Massachusetts
$56.5M -$1.78M -14,806 -3%
ClearBridge Investments
54
ClearBridge Investments
New York
$56M +$35.2M +292,154 +200%
WI
55
Wafra Inc
New York
$55.5M -$1.15M -9,530 -2%
AI
56
Ariel Investments
Illinois
$53.4M +$1.7M +14,107 +3%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$53M -$77.1M -639,477 -61%
BA
58
Bridgewater Associates
Connecticut
$52.9M +$17.2M +142,530 +53%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$52.6M +$38.5M +319,748 +350%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$52.3M -$5.36M -44,481 -10%
Handelsbanken Fonder
61
Handelsbanken Fonder
Sweden
$52.1M -$2.52M -20,874 -5%
Deutsche Bank
62
Deutsche Bank
Germany
$50.8M -$5.01M -41,537 -9%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$50.7M -$1.51M -12,498 -3%
SCP
64
Sandhill Capital Partners
New York
$50.6M +$47.7M +395,892 New
WCM
65
Wedge Capital Management
North Carolina
$49.7M -$2.43M -20,164 -5%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$48M -$7.83K -65 -0%
RJA
67
Raymond James & Associates
Florida
$47.5M +$4.56M +37,815 +11%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$46.7M -$19.6M -162,547 -31%
SEI Investments
69
SEI Investments
Pennsylvania
$46.6M +$6.12M +50,747 +16%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$44.8M -$3.86M -32,038 -8%
Axa
71
Axa
France
$44.3M -$30.6M -253,767 -42%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$43.7M +$2.55M +21,122 +7%
PWAG
73
Polaris Wealth Advisory Group
California
$42.8M +$39.7M +329,178 New
UBS Group
74
UBS Group
Switzerland
$42.4M -$14.4M -119,631 -26%
MAM
75
Majedie Asset Management
United Kingdom
$40.3M +$14.2M +117,551 +59%

ZBH Hedge Fund Activity: Q1 2022 in Review

977 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2022, worth a combined $24.3B — up 2.7% from $23.7B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of ZBH and 104 opened new positions — a net loss of 12 holders — while 588 trimmed existing stakes and 270 added.

The largest buyer was Vanguard Group, adding an estimated $375M. The largest seller was Viking Global Investors, exiting entirely with an estimated $317M sold.

  • 977 institutional investors held Zimmer Biomet (ZBH) as of Q1 2022, down from 998 in Q4 2021.
  • Funds reported $24.3B of Zimmer Biomet stock for Q1 2022, up 2.7% quarter-over-quarter.
  • 104 funds opened new Zimmer Biomet positions in Q1 2022 and 116 closed out, a net change of -12 holders.
  • The largest Zimmer Biomet buyer in Q1 2022 was Vanguard Group, an estimated $375M added.
  • The largest Zimmer Biomet seller in Q1 2022 was Viking Global Investors, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2022.