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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
SIC
801
Salem Investment Counselors
North Carolina
$93K -$12.9K -88 -12%
JGIA
802
Jackson Grant Investment Advisers
Connecticut
$88K
SAM
803
S.A. Mason
Michigan
$88K
NFG
804
Next Financial Group
Texas
$87K +$1.91K +13 +2%
FF
805
FourThought Financial
Florida
$85K
NSIM
806
North Star Investment Management
Illinois
$84K
TWA
807
TCI Wealth Advisors
Arizona
$82K -$37.2K -253 -31%
OIA
808
Optimum Investment Advisors
Illinois
$80K
SOW
809
State of Wyoming
Wyoming
$79K -$16.2K -110 -17%
QCG
810
Quadrant Capital Group
Ohio
$79K -$3.97K -27 -5%
PCG
811
Private Capital Group
Connecticut
$79K +$9.86K +67 +14%
HWA
812
Heritage Wealth Advisors
Virginia
$77.7K
HR
813
Howe & Rusling
New York
$77K -$4.56K -31 -5%
CFD
814
Creative Financial Designs
Indiana
$75K -$3.83K -26 -5%
ATC
815
Adirondack Trust Company
New York
$75K
PSB
816
Piscataqua Savings Bank
New Hampshire
$75K
CYG
817
Clean Yield Group
Vermont
$74K +$12.5K +85 +19%
MHR
818
Matthew Hamilton Rosenberg
$70K
BHWM
819
Bay Harbor Wealth Management
Maryland
$70K +$5.15K +35 +8%
AF
820
Advisornet Financial
Minnesota
$69K
CI
821
CX Institutional
Indiana
$67K +$15.4K +105 +29%
IAS
822
IMA Advisory Services
Colorado
$66K
SQA
823
Simon Quick Advisors
New Jersey
$65K +$38.4K +261 +131%
AssetMark Inc
824
AssetMark Inc
California
$63K +$25.4K +173 +65%
GAM
825
Gemmer Asset Management
California
$62K -$9.71K -66 -13%

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.