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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
BlackRock
1
BlackRock
New York
$3.16B +$93.1M +632,896 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B +$15.1M +102,311 +0.6%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.69B +$364M +2,473,695 +26%
State Street
4
State Street
Massachusetts
$1.28B +$29.1M +197,965 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.14B +$260M +1,767,259 +28%
Capital Research Global Investors
6
Capital Research Global Investors
California
$887M -$636M -4,320,741 -41%
American Century Companies
7
American Century Companies
Missouri
$623M +$84.5M +574,628 +15%
Franklin Resources
8
Franklin Resources
California
$594M +$85.8M +583,427 +16%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$577M -$12.9M -87,877 -2%
Capital International Investors
10
Capital International Investors
California
$573M +$28.9M +196,426 +5%
Primecap Management
11
Primecap Management
California
$568M +$42M +285,742 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$541M +$13.9M +94,500 +3%
Viking Global Investors
13
Viking Global Investors
Connecticut
$499M +$68.9M +468,549 +15%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$469M +$32.1M +218,540 +7%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$422M +$171M +1,165,535 +67%
N
16
Nuveen
North Carolina
$401M -$190M -1,291,035 -31%
Amundi
17
Amundi
France
$381M -$9.43M -64,123 -2%
Northern Trust
18
Northern Trust
Illinois
$377M -$118M -802,554 -23%
Boston Partners
19
Boston Partners
Massachusetts
$356M +$37.5M +254,705 +11%
LP
20
Longview Partners
Guernsey
$355M +$193M +1,314,338 +111%
Wells Fargo
21
Wells Fargo
California
$338M -$88.3K -600 -0%
AllianceBernstein
22
AllianceBernstein
Tennessee
$332M +$14.7M +100,009 +4%
Invesco
23
Invesco
Georgia
$303M -$78.8M -535,691 -20%
Macquarie Group
24
Macquarie Group
Australia
$295M +$1.96M +13,320 +0.6%
Bank of America
25
Bank of America
North Carolina
$291M +$6.17M +41,976 +2%

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.