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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
MAFM
701
Mid Atlantic Financial Management
Pennsylvania
$312K -$50.8K -328 -14%
HAG
702
HighPoint Advisor Group
Illinois
$312K +$1.24K +8 +0.4%
CBT
703
CoreFirst Bank & Trust
Kansas
$311K
ITIM
704
Indiana Trust & Investment Management
Indiana
$307K -$31.9K -206 -9%
LJHT
705
Laurie J. Hall Trustee
$305K
ASA
706
Armstrong Shaw Associates
Connecticut
$304K
FANJ
707
Financial Architects (New Jersey)
New Jersey
$299K -$929 -6 -0.3%
TNB
708
TCF National Bank
South Dakota
$298K -$4.96K -32 -2%
FCFC
709
First Commonwealth Financial Corp
Pennsylvania
$297K -$5.27K -34 -2%
CIC
710
Cutler Investment Counsel
Oregon
$297K
UBV
711
United Bank (Virginia)
Virginia
$294K -$89.7K -579 -23%
OSAM
712
O'Shaughnessy Asset Management
Connecticut
$293K +$17.2K +111 +6%
1WA
713
180 Wealth Advisors
Washington
$292K
TWI
714
Thomas White International
Illinois
$290K
NIA
715
Northstar Investment Advisors
Colorado
$289K
RIM
716
Regent Investment Management
Kentucky
$288K
AC
717
Alexandria Capital
Virginia
$287K -$6.35K -41 -2%
YWP
718
YorkBridge Wealth Partners
New York
$287K +$286K +1,845 New
MGIA
719
Moneta Group Investment Advisors
Missouri
$287K +$286K +1,847 New
AWM
720
Aries Wealth Management
Maine
$279K -$31.9K -206 -11%
HAC
721
Harbor Advisory Corp
New Hampshire
$277K -$9.29K -60 -3%
BCA
722
Bay Colony Advisors
Massachusetts
$276K -$149K -959 -35%
SF
723
Synovus Financial
Georgia
$271K
OFS
724
OneAscent Financial Services
Alabama
$271K +$17K +110 +7%
HSA
725
HBK Sorce Advisory
Pennsylvania
$271K +$29.9K +193 +12%

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.