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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
P
676
Pitcairn
Pennsylvania
$353K +$78.7K +508 +29%
AIS
677
AM Investment Strategies
Tennessee
$352K
WANY
678
Wealthspire Advisors (New York)
New York
$348K +$127K +821 +58%
MC
679
Moors & Cabot
Massachusetts
$345K -$117K -753 -25%
APC
680
Aspire Private Capital
North Carolina
$344K +$342K +2,207 +44,140%
SWM
681
Stockman Wealth Management
Montana
$339K +$5.11K +33 +2%
PFS
682
Physicians Financial Services
North Carolina
$337K
V
683
VeraBank
Texas
$337K +$31.9K +206 +10%
PFBT
684
Parkside Financial Bank & Trust
Missouri
$335K +$1.7K +11 +0.5%
HCA
685
Horan Capital Advisors
Ohio
$333K -$47.9K -309 -13%
BMC
686
Beaton Management Company
Massachusetts
$333K
HB
687
Homrich & Berg
Georgia
$327K +$65.4K +422 +25%
PFSC
688
Peoples Financial Services Corp
Pennsylvania
$324K
EF
689
Empirical Finance
Pennsylvania
$323K
FNBOO
690
First National Bank of Omaha
Nebraska
$320K
HAIM
691
Hunter Associates Investment Management
Pennsylvania
$320K
NSEDCP
692
NJ State Employees Deferred Compensation Plan
New Jersey
$320K
RHBC
693
R.H. Bluestein & Co
Michigan
$320K
RP
694
Rice Partnership
Hawaii
$320K
SPC
695
Sigma Planning Corp
Michigan
$319K -$109K -703 -26%
QAM
696
QCI Asset Management
New York
$316K -$24K -155 -7%
HIA
697
Harbor Investment Advisory
Maryland
$316K
CIBC World Market
698
CIBC World Market
Ontario, Canada
$316K +$24.8K +160 +9%
EFS
699
Essex Financial Services
Connecticut
$316K +$315K +2,031 New
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$314K -$11.9K -77 -4%

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.