We are live on ! Find out more
ZBH icon

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
TFO
901
Tarbox Family Office
California
$20K
CWP
902
Concord Wealth Partners
Virginia
$19K -$59.1K -402 -75%
CAL
903
Capital Analysts LLC
Pennsylvania
$19K +$13.8K +94 +219%
NL
904
NVWM LLC
Pennsylvania
$19K +$19.6K +133 New
CA
905
Crewe Advisors
Utah
$18K -$11.8K -80 -39%
WWM
906
Wolff Wiese Magana
California
$18K -$441 -3 -2%
1IA
907
1834 Investment Advisors
Wisconsin
$18K
MIM
908
Macroview Investment Management
Maryland
$18K
SPWG
909
Sage Private Wealth Group
Illinois
$18K +$6.03K +41 +46%
HWA
910
HHM Wealth Advisors
Tennessee
$17K -$3.09K -21 -15%
GLLW
911
Graves Light Lenhart Wealth
Virginia
$17K
GKWIM
912
Gerber Kawasaki Wealth & Investment Management
California
$17K +$18.2K +124 New
CC
913
Corsicana & Co
Texas
$16K
KFI
914
Key Financial Inc
Pennsylvania
$16K
FP
915
Financial Perspectives
Minnesota
$15.4K
APWA
916
Atlas Private Wealth Advisors
New Jersey
$15K
BWM
917
Baystate Wealth Management
Massachusetts
$15K
KPCM
918
Kings Point Capital Management
New York
$15K
MAM
919
Marquette Asset Management
Minnesota
$15K
TC
920
Trust Company
Kansas
$15K
FPFS
921
First Personal Financial Services
North Carolina
$15K +$15.2K +103 New
PPWM
922
PFG Private Wealth Management
Florida
$15K +$15.7K +107 New
MWM
923
Mascoma Wealth Management
New Hampshire
$15K +$15.9K +108 New
COCM
924
Charter Oak Capital Management
New Hampshire
$14K
FEG
925
Financial Enhancement Group
Indiana
$14K

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.