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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
AP
726
Appleton Partners
Massachusetts
$268K -$7.13K -46 -3%
TAM
727
Trust Asset Management
Texas
$266K +$47.2K +305 +22%
BC
728
Burney Company
Virginia
$264K -$4.8K -31 -2%
SAM
729
Shell Asset Management
Netherlands
$263K -$68.3K -441 -21%
S
730
SignatureFD
Georgia
$263K -$34.1K -220 -12%
SFC
731
SYM Financial Corp
Indiana
$262K -$5.42K -35 -2%
AC
732
Apogem Capital
New York
$261K -$90.8K -586 -26%
DCM
733
Donaldson Capital Management
Indiana
$260K +$8.05K +52 +3%
CB
734
CNB Bank
Pennsylvania
$259K -$16.1K -104 -6%
IF
735
Intrua Financial
Texas
$259K +$235K +1,515 New
WB
736
Webster Bank
Connecticut
$256K
WSC
737
Wellington Shields & Co
New York
$256K +$255K +1,648 New
RCA
738
Resonant Capital Advisors
Wisconsin
$255K +$4.96K +32 +2%
GWM
739
Geneos Wealth Management
Colorado
$254K -$3.56K -23 -2%
AFM
740
Abbot Financial Management
Massachusetts
$253K
SC
741
Savant Capital
Illinois
$251K -$7.75K -50 -3%
CBN
742
Cadence Bank NA
Texas
$251K
DWA
743
Douglass Winthrop Advisors
New York
$249K -$70.9K -458 -22%
JIP
744
Jaffetilchin Investment Partners
Florida
$248K -$12.2K -79 -5%
FMC
745
First Merchants Corp
Indiana
$248K
CHP
746
Cable Hill Partners
Oregon
$248K +$775 +5 +0.3%
SIG
747
Sargent Investment Group
Maryland
$246K +$3.25K +21 +1%
HCM
748
Howland Capital Management
Massachusetts
$245K
WWM
749
Western Wealth Management
Colorado
$245K +$6.82K +44 +3%
AIP
750
Almanack Investment Partners
Pennsylvania
$245K +$244K +1,576 New

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.