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Zimmer Biomet

1,029 hedge funds and large institutions have $29.8B invested in Zimmer Biomet in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 330 increasing their positions, 347 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $125M | Put options by funds: $54.3M

35% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 71

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

5% more capital invested

Capital invested by funds: $28.4B → $29.8B (+$1.43B)

2% more funds holding

Funds holding: 1,0111,029 (+18)

0.67% more ownership

Funds ownership: 91.6%92.27% (+0.67%)

5% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 347

Holders
1,029
Holders Change
+18
Holders Change %
+1.78%
% of All Funds
18.07%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
96
Increased
330
Reduced
347
Closed
71
Calls
$125M
Puts
$54.3M
Net Calls
+$71M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
326
Tocqueville Asset Management
New York
$2.77M -$103K -664 -4%
NB
327
Norinchukin Bank
Japan
$2.76M +$46.5K +300 +2%
OPERF
328
Oregon Public Employees Retirement Fund
Oregon
$2.75M +$161K +1,038 +6%
WF
329
Welch & Forbes
Massachusetts
$2.73M -$38.3K -247 -1%
DILIC
330
Dai-ichi Life Insurance Company
Japan
$2.69M
RHJA
331
Rice Hall James & Associates
California
$2.68M -$132K -853 -5%
MCM
332
Mitchell Capital Management
Kansas
$2.68M +$213K +1,378 +9%
HWA
333
HCR Wealth Advisors
California
$2.67M +$1.97M +12,740 +285%
UIM
334
USS Investment Management
United Kingdom
$2.64M
SW
335
SVB Wealth
Massachusetts
$2.59M -$33K -213 -1%
TRSOTSOK
336
Teachers Retirement System of the State of Kentucky
Kentucky
$2.58M -$120K -772 -4%
CNC
337
Citizens & Northern Corp
Pennsylvania
$2.56M +$43.1K +278 +2%
MSRPS
338
Maryland State Retirement & Pension System
Maryland
$2.54M +$1.99M +12,879 +374%
TAF
339
Tredje AP-fonden
Sweden
$2.4M
KeyBank National Association
340
KeyBank National Association
Ohio
$2.4M +$255K +1,649 +12%
EMPI
341
Elo Mutual Pension Insurance
Finland
$2.39M +$37.2K +240 +2%
ABC
342
Associated Banc-Corp
Wisconsin
$2.38M +$461K +2,977 +14%
CCP
343
Clough Capital Partners
Massachusetts
$2.36M -$92.5K -597 -4%
Creative Planning
344
Creative Planning
Kansas
$2.35M +$21.8K +141 +0.9%
TU
345
TDAM USA
Ontario, Canada
$2.35M -$49.4K -319 -2%
ECM
346
Exchange Capital Management
Michigan
$2.33M -$6.04K -39 -0.3%
SNT
347
Security National Trust
West Virginia
$2.25M -$112K -721 -5%
UCFA
348
United Capital Financial Advisors
Texas
$2.22M +$72.8K +470 +3%
IG
349
ING Group
Netherlands
$2.2M +$2.17K +14 +0.1%
1SB
350
1ST Source Bank
Indiana
$2.2M -$161K -1,038 -7%

ZBH Hedge Fund Activity: Q1 2021 in Review

1,029 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2021, worth a combined $29.8B — up 5% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new ZBH positions and 71 closed out — a net gain of 25 holders — while 330 added to existing stakes and 347 trimmed.

The largest buyer was Capital International Investors, adding an estimated $267M. The largest seller was Massachusetts Financial Services, cutting an estimated $909M.

  • 1,029 institutional investors held Zimmer Biomet (ZBH) as of Q1 2021, up from 1,011 in Q4 2020.
  • Funds reported $29.8B of Zimmer Biomet stock for Q1 2021, up 5% quarter-over-quarter.
  • 96 funds opened new Zimmer Biomet positions in Q1 2021 and 71 closed out, a net change of +25 holders.
  • The largest Zimmer Biomet buyer in Q1 2021 was Capital International Investors, an estimated $267M added.
  • The largest Zimmer Biomet seller in Q1 2021 was Massachusetts Financial Services, an estimated $909M sold.

Based on aggregated 13F filings for Q1 2021.