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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
MAA
176
Matrix Asset Advisors
New York
$9.79M +$308K +2,095 +3%
PC
177
PointState Capital
New York
$9.63M +$9.97M +67,774 New
Marshall Wace
178
Marshall Wace
United Kingdom
$9.63M +$6.23M +42,327 +167%
CCM
179
Channing Capital Management
Illinois
$9.58M +$9.92M +67,422 New
CAM
180
ClariVest Asset Management
California
$9.55M
WCMNY
181
Westchester Capital Management (New York)
New York
$9.53M +$9.86M +67,053 New
PVI
182
Pura Vida Investments
New York
$9.51M +$2.27M +15,450 +30%
DJSG
183
D.J. St. Germain
Massachusetts
$9.46M +$553K +3,761 +6%
SDIC
184
South Dakota Investment Council
South Dakota
$9.36M
BCA
185
Bernzott Capital Advisors
California
$9.3M +$5.44M +36,980 +130%
AIG
186
American International Group
New York
$9.13M -$188K -1,279 -2%
ACI
187
AMP Capital Investors
Australia
$9.02M -$3.84M -26,084 -29%
AAM
188
Auxier Asset Management
Oregon
$8.96M -$11.3K -77 -0.1%
HighTower Advisors
189
HighTower Advisors
Illinois
$8.84M +$1.01M +6,883 +12%
IHAM
190
Integral Health Asset Management
New York
$8.78M +$3.79M +25,750 +71%
ASRS
191
Arizona State Retirement System
Arizona
$8.51M -$14.9K -101 -0.2%
SG Americas Securities
192
SG Americas Securities
New York
$8.36M -$6.94M -47,207 -45%
AB
193
Amalgamated Bank
New York
$8.35M -$289K -1,966 -3%
KMC
194
Kirr Marbach & Co
Indiana
$8.21M -$232K -1,575 -3%
Calamos Advisors
195
Calamos Advisors
Illinois
$8.11M +$741K +5,035 +10%
BTW
196
Boston Trust Walden
Massachusetts
$8.1M +$1.76K +12 +0%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$8.1M -$194K -1,321 -2%
CCP
198
Clough Capital Partners
Massachusetts
$8.02M -$9.33M -63,417 -53%
SOMRS
199
State of Michigan Retirement System
Michigan
$7.67M
JG
200
Jefferies Group
New York
$7.67M +$7.73M +52,521 +3,605%

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.