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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
CVA
26
Ceredex Value Advisors
Florida
$240M +$6.09M +39,346 +3%
Legal & General Group
27
Legal & General Group
United Kingdom
$236M -$3.62M -23,389 -2%
Millennium Management
28
Millennium Management
New York
$209M +$99.3M +640,802 +91%
Goldman Sachs
29
Goldman Sachs
New York
$208M +$10.5M +67,686 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$202M -$56M -361,823 -22%
LP
31
Longview Partners
Guernsey
$202M -$34.9M -225,571 -15%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$187M -$15.7M -101,043 -8%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$185M +$2.5M +16,150 +1%
Charles Schwab
34
Charles Schwab
California
$164M +$4.13M +26,672 +3%
Jennison Associates
35
Jennison Associates
New York
$163M +$23.6M +152,542 +17%
Fidelity International
36
Fidelity International
Bermuda
$145M +$579K +3,737 +0.4%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$140M +$3.87M +24,987 +3%
Morgan Stanley
38
Morgan Stanley
New York
$136M +$27.3M +176,091 +25%
VanEck Associates
39
VanEck Associates
New York
$135M +$18.2M +117,261 +16%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$130M +$205K +1,325 +0.2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$128M +$2.33M +15,038 +2%
UBS AM
42
UBS AM
Illinois
$123M +$4.23M +27,302 +4%
FI
43
Focused Investors
California
$122M -$6.21M -40,067 -5%
HM
44
HealthCor Management
New York
$122M +$33.2M +214,544 +38%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$115M -$1.85M -11,947 -2%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$108M +$3.54M +22,844 +3%
Ameriprise
47
Ameriprise
Minnesota
$106M +$2.15M +13,856 +2%
PPA
48
Parametric Portfolio Associates
Washington
$105M +$3.57M +23,076 +4%
MWNA
49
Marshall Wace North America
New York
$101M -$43.9M -283,393 -30%
JIC
50
Johnson Investment Counsel
Ohio
$101M +$3.05M +19,710 +3%

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.