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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
HWAM
526
Hennion & Walsh Asset Management
New Jersey
$719K +$716K +4,624 New
AP
527
Advisor Partners
California
$713K +$20.8K +134 +3%
HPC
528
Hobart Private Capital
North Carolina
$711K +$709K +4,577 New
PCM
529
Pointe Capital Management
Michigan
$711K -$3.87K -25 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
530
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$710K +$708K +4,569 New
IIM
531
InTrack Investment Management
Vermont
$709K -$17.5K -113 -2%
CIM
532
CIM Investment Management
Pennsylvania
$708K -$27.6K -178 -4%
ECM
533
Estabrook Capital Management
New York
$706K
BCM
534
Brookstone Capital Management
Illinois
$705K +$7.28K +47 +1%
MPAM
535
Murphy Pohlad Asset Management
Minnesota
$704K
PA
536
Probity Advisors
Texas
$694K +$692K +4,467 New
PIG
537
Pantheon Investment Group
California
$688K +$26.6K +172 +4%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$680K +$3.72K +24 +0.6%
CCG
539
Chatham Capital Group
Georgia
$677K +$674K +4,354 New
LDB
540
Lee, Danner & Bass
Tennessee
$676K
MIC
541
Meridian Investment Counsel
California
$676K
AIM
542
Aigen Investment Management
New York
$670K +$668K +4,314 New
PK
543
Pflug Koory
Nebraska
$666K -$39K -252 -6%
MML Investors Services
544
MML Investors Services
Massachusetts
$664K +$110K +707 +20%
FWCM
545
Ferguson Wellman Capital Management
Oregon
$659K -$31.9K -206 -5%
HW
546
Hancock Whitney
Mississippi
$658K -$2.63K -17 -0.4%
CFFP
547
Center for Financial Planning
Michigan
$658K
GT
548
Glenview Trust
Kentucky
$653K +$90.6K +585 +16%
PA
549
Profund Advisors
Maryland
$647K -$33.5K -216 -5%
KPWS
550
Kestra Private Wealth Services
Texas
$647K +$224K +1,448 +53%

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.