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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
AI
651
AXS Investments
New York
$407K +$406K +2,618 New
LWAM
652
Legacy Wealth Asset Management
Minnesota
$403K -$52K -336 -11%
SACTSONJ
653
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$400K
GRP
654
Global Retirement Partners
California
$399K -$8.05K -52 -2%
WG
655
Welch Group
Alabama
$399K +$398K +2,569 New
FA
656
FMA Advisory
Pennsylvania
$398K -$33.9K -219 -8%
HCM
657
Hengehold Capital Management
Ohio
$398K
SFO
658
Stokes Family Office
Louisiana
$396K +$620 +4 +0.2%
Nomura Holdings
659
Nomura Holdings
Japan
$396K +$108K +698 +38%
CCP
660
Corient Capital Partners
California
$395K +$46.9K +303 +14%
WPC
661
White Pine Capital
Minnesota
$392K -$11.9K -77 -3%
WS
662
Wedbush Securities
California
$392K +$391K +2,524 New
BP
663
Ballentine Partners
Massachusetts
$391K -$9.29K -60 -2%
RCM
664
Radnor Capital Management
Pennsylvania
$391K
CCFCSB
665
Cape Cod Five Cents Savings Bank
Massachusetts
$380K -$35.2K -227 -8%
TFIPS
666
Towarzystwo Funduszy Inwestycyjnych PZU SA
$375K -$168K -1,082 -31%
RPC
667
Rossmore Private Capital
Connecticut
$370K
NERM
668
New England Research & Management
Illinois
$368K +$367K +2,369 New
WP
669
WealthPLAN Partners
Nebraska
$367K -$10.2K -66 -3%
EI
670
Ethic Inc
New York
$365K -$126K -816 -26%
SCM
671
Stonebridge Capital Management
California
$363K
BDF
672
Balasa Dinverno & Foltz
$362K +$465 +3 +0.1%
SIM
673
Sentry Investment Management
Wisconsin
$360K -$1.71M -11,068 -83%
CF
674
Centaurus Financial
California
$356K -$76.7K -495 -18%
MOS
675
MGO One Seven
Ohio
$354K +$146K +943 +70%

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.