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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
SIP
451
Stoneridge Investment Partners
Pennsylvania
$1.13M -$689K -4,451 -38%
B
452
BP
United Kingdom
$1.13M -$255K -1,648 -19%
IRF
453
IBM Retirement Fund
New York
$1.13M -$104K -673 -9%
EDRH
454
Edmond de Rothschild Holding
Switzerland
$1.12M -$2.39M -15,450 -68%
JWBC
455
J.W. Burns & Co
New York
$1.12M
OFS
456
Orrstown Financial Services
Pennsylvania
$1.11M -$34.2K -221 -3%
FCI
457
Financial Counselors Inc
Kansas
$1.1M -$1.86K -12 -0.2%
CIA
458
Choate Investment Advisors
Massachusetts
$1.1M -$5.11K -33 -0.5%
CC
459
Courier Capital
New York
$1.09M +$279K +1,803 +34%
CANC
460
Culbertson A N & Co
Virginia
$1.09M -$16.1K -104 -1%
SAM
461
Silvercrest Asset Management
New York
$1.08M +$1.55K +10 +0.1%
AAM
462
AR Asset Management
California
$1.08M
CTC
463
Central Trust Company
Missouri
$1.07M +$10.4K +67 +1%
HNB
464
Huntington National Bank
Ohio
$1.07M -$5.58K -36 -0.5%
PGFC
465
Peapack-Gladstone Financial Corp
New Jersey
$1.07M +$83K +536 +8%
RJT
466
Raymond James Trust
Florida
$1.06M +$160K +1,035 +18%
JG
467
Jefferies Group
New York
$1.06M +$1.05M +6,794 New
Mirae Asset Global Investments
468
Mirae Asset Global Investments
South Korea
$1.05M -$2.96M -19,115 -74%
GJIC
469
Gamble Jones Investment Counsel
California
$1.05M
RC
470
Roundview Capital
New Jersey
$1.04M
HVP
471
Hudson Value Partners
Florida
$1.03M +$620 +4 +0.1%
ADBIC
472
A.D. Beadell Investment Counsel
Wisconsin
$1.01M
NSAM
473
North Star Asset Management
Wisconsin
$997K -$232K -1,499 -19%
S
474
Seeyond
France
$993K
MWVC
475
Morgens Waterfall Vintiadis & Co
New York
$992K +$989K +6,386 New

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.