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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
CLOS
826
Compagnie Lombard Odier SCmA
Switzerland
$62K
SFO
827
Standard Family Office
South Dakota
$59K -$194K -1,321 -76%
SIAP
828
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K -$38K -258 -39%
VCM
829
Vigilant Capital Management
Maine
$59K +$3.38K +23 +6%
PMFA
830
Plante Moran Financial Advisors
Michigan
$59K +$45.5K +309 +292%
FDCDDQ
831
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.6K -$5.3K -36 -8%
GEA
832
Glen Eagle Advisors
New Jersey
$58.1K
JFA
833
JNBA Financial Advisors
Minnesota
$58K
AF
834
Allworth Financial
California
$57K -$9.41K -64 -14%
SIS
835
Sound Income Strategies
Florida
$55K -$1.91K -13 -3%
IFAM
836
Institutional & Family Asset Management
Colorado
$53K
AA
837
Ancora Advisors
Ohio
$52K
PFGIA
838
Patriot Financial Group Insurance Agency
Massachusetts
$51K
SC
839
SouthState Corp
Florida
$51K
BU
840
BBVA USA
Alabama
$50K -$7.65K -52 -13%
KTC
841
Kistler-Tiffany Companies
Pennsylvania
$49K
EWA
842
Evolution Wealth Advisors
Florida
$49K +$25.6K +174 +100%
CHA
843
Carmichael Hill & Associates
Maryland
$48K
FCM
844
Firestone Capital Management
Florida
$48K
ANBT
845
American National Bank & Trust
Texas
$47K
BWM
846
BerganKDV Wealth Management
Minnesota
$45K
OC
847
Oakworth Capital
Alabama
$44K -$12.1K -82 -21%
AW
848
Avion Wealth
Texas
$44K -$3.83K -26 -8%
CWM
849
Cedar Wealth Management
California
$44K
IRAG
850
Investment Research & Advisory Group
Georgia
$44K

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.