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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
BCV
576
Banque Cantonale Vaudoise
Switzerland
$573K -$18.1K -117 -3%
DHFB
577
Dixon Hubard Feinour & Brown
Virginia
$565K +$312K +2,011 +105%
NRS
578
Neville Rodie & Shaw
New York
$560K
MCM
579
MAI Capital Management
Ohio
$559K +$30.2K +195 +6%
CFA
580
Carroll Financial Associates
North Carolina
$556K +$5.42K +35 +1%
AAM
581
Azzad Asset Management
Virginia
$552K +$551K +3,555 New
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$547K
OWM
583
OneAscent Wealth Management
Alabama
$546K +$36.6K +236 +7%
AAM
584
Advisors Asset Management
Colorado
$544K -$7.59K -49 -1%
BRWA
585
B. Riley Wealth Advisors
Florida
$544K +$256K +1,655 +89%
FNBTCON
586
First National Bank & Trust Co of Newtown
Pennsylvania
$542K
EWM
587
Evercore Wealth Management
New York
$537K -$465 -3 -0.1%
VFA
588
Voya Financial Advisors
Connecticut
$536K +$137K +883 +35%
BS
589
Boenning & Scattergood
Pennsylvania
$535K
FNBOH
590
First National Bank of Hutchinson
Kansas
$535K +$177K +1,141 +50%
TCOV
591
Trust Company of Vermont
Vermont
$533K -$9.45K -61 -2%
SWM
592
SeaCrest Wealth Management
New York
$532K +$775 +5 +0.1%
CCM
593
Compton Capital Management
Rhode Island
$530K
HC
594
Hourglass Capital
Texas
$528K
LA
595
Legacy Advisors
Pennsylvania
$528K
FNFDCM
596
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$522K
RWA
597
Ropes Wealth Advisors
Massachusetts
$522K +$28.7K +185 +6%
TAM
598
Trillium Asset Management
Massachusetts
$520K -$114K -739 -18%
SWM
599
Spire Wealth Management
Virginia
$520K +$530K +3,421 New
IAA
600
Independent Advisor Alliance
North Carolina
$519K +$4.8K +31 +0.9%

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.