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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
GWM
751
Geneos Wealth Management
Colorado
$208K -$1.47K -10 -0.7%
MPCG
752
Matrix Private Capital Group
New York
$207K +$1.03K +7 +0.5%
EP
753
Edgestream Partners
New Jersey
$207K +$214K +1,456 New
RHBC
754
R.H. Bluestein & Co
Michigan
$205K -$153K -1,039 -42%
Assenagon Asset Management
755
Assenagon Asset Management
Luxembourg
$205K +$212K +1,441 New
AP
756
Appleton Partners
Massachusetts
$204K -$42.4K -288 -17%
IP
757
Investment Partners
Ohio
$204K -$7.36K -50 -3%
BHWM
758
Bar Harbor Wealth Management
New Hampshire
$203K +$5.3K +36 +3%
MAG
759
Mayfair Advisory Group
Alabama
$203K +$210K +1,428 New
AAM
760
Advisors Asset Management
Colorado
$202K -$301K -2,045 -59%
MAM
761
Martingale Asset Management
Massachusetts
$202K -$13.4K -91 -6%
MA
762
Montag & Associates
Georgia
$202K
CGL
763
Clarius Group LLC
Washington
$202K +$3.97K +27 +2%
EFM
764
E Fund Management
China
$201K +$207K +1,410 New
CWM
765
Campbell Wealth Management
Virginia
$201K +$208K +1,413 New
AF
766
Arrow Financial
New York
$198K
BAM
767
Barrett Asset Management
New York
$192K
AIM
768
Anchor Investment Management
South Carolina
$190K
CB
769
CNB Bank
Pennsylvania
$181K -$31.2K -212 -14%
FHA
770
First Horizon Advisors
Tennessee
$178K +$78.8K +536 +74%
DZ Bank
771
DZ Bank
Germany
$168K -$740K -5,029 -81%
APA
772
American Portfolios Advisors
New York
$166K +$31.9K +217 +23%
EWM
773
Endurance Wealth Management
Rhode Island
$161K
FPS
774
Fieldpoint Private Securities
Connecticut
$156K +$5.3K +36 +3%
PFBT
775
Parkside Financial Bank & Trust
Missouri
$142K -$2.79K -19 -2%

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.