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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
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$19.2M +$19.9M +135,033 New
HIMC
127
Heritage Investors Management Corp
Maryland
$18.8M +$2.32M +15,755 +13%
GD
128
Grandfield & Dodd
New York
$18.7M -$33.8K -230 -0.2%
WPC
129
Waters Parkerson & Co
Louisiana
$18.7M +$1.5M +10,197 +8%
OA
130
Oak Associates
Ohio
$18.6M +$147 +1 +0%
RPAM
131
Rhenman & Partners Asset Management
Sweden
$17.6M -$3.03M -20,600 -14%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$17.4M -$43.8K -298 -0.2%
DIA
133
Dana Investment Advisors
Wisconsin
$17.3M -$214K -1,456 -1%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.1M -$397K -2,700 -2%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$16.7M -$669K -4,547 -4%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$16.6M +$875K +5,946 +5%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$16.6M +$3.38M +22,963 +24%
First Trust Advisors
138
First Trust Advisors
Illinois
$16.3M +$10.3M +69,715 +156%
AQR Capital Management
139
AQR Capital Management
Connecticut
$16.1M +$2.83M +19,230 +20%
Schroder Investment Management Group
140
Schroder Investment Management Group
United Kingdom
$16.1M -$49.6M -336,939 -75%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$15.9M +$3.38M +22,995 +26%
Asset Management One
142
Asset Management One
Japan
$15.7M -$686K -4,665 -4%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$15.2M -$26.7M -181,395 -63%
OCM
144
Olstein Capital Management
New York
$14.6M +$5M +33,990 +49%
BC
145
Blackhill Capital
New Jersey
$14.3M +$60.6K +412 +0.4%
FTCM
146
Fir Tree Capital Management
New York
$14.1M +$14.6M +99,115 New
SAM
147
Storebrand Asset Management
Norway
$14M +$584K +3,969 +4%
BTCPP
148
Border to Coast Pensions Partnership
United Kingdom
$13.8M
Baird Financial Group
149
Baird Financial Group
Wisconsin
$13.8M +$1.75M +11,917 +14%
BPC
150
Banque Pictet & Cie
Switzerland
$13.7M -$2.35K -16 -0%

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.