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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
TVWM
876
Tower View Wealth Management
Wisconsin
$28K
VNA
877
Valley National Advisers
Pennsylvania
$28K
GI
878
Gradient Investments
Minnesota
$27K
TWM
879
Tradition Wealth Management
Minnesota
$27K
SIM
880
Sonora Investment Management
Arizona
$27K +$1.76K +12 +7%
FWM
881
Focused Wealth Management
New York
$26K
AIC
882
Archer Investment Corporation
Indiana
$25.3K
CFGS
883
Concourse Financial Group Securities
Alabama
$25K +$6.33K +43 +33%
FMTCOCP
884
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
TIM
885
Tortoise Investment Management
New York
$24K
GWS
886
Glassman Wealth Services
Virginia
$24K +$588 +4 +2%
WAS
887
Winch Advisory Services
Wisconsin
$23K
Koshinski Asset Management
888
Koshinski Asset Management
Illinois
$23K +$23.8K +162 New
LC
889
Lindbrook Capital
California
$22K -$3.38K -23 -13%
HDIM
890
Hanson & Doremus Investment Management
Vermont
$22K
JCM
891
Jacobi Capital Management
Pennsylvania
$22K +$22.8K +155 New
TG
892
TCW Group
California
$21.9K -$1.21M -8,194 -5%
DFCM
893
Dark Forest Capital Management
Puerto Rico
$21K -$355K -2,413 -94%
GM
894
GeoWealth Management
Illinois
$21K -$41.8K -284 -66%
AWA
895
Arkadios Wealth Advisors
Georgia
$21K -$8.53K -58 -28%
TAIM
896
TD Ameritrade Investment Management
Nebraska
$21K -$2.5K -17 -10%
TCWM
897
Total Clarity Wealth Management
Illinois
$21K +$21.8K +148 New
AA
898
Addison Advisors
Vermont
$20K
DOA
899
D'Orazio & Associates
Virginia
$20K
Loomis, Sayles & Company
900
Loomis, Sayles & Company
Massachusetts
$20K

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.