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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
DZ Bank
801
DZ Bank
Germany
$184K
ACM
802
Allred Capital Management
Texas
$178K +$177K +1,143 New
EWM
803
Endurance Wealth Management
Rhode Island
$176K -$16K -103 -8%
FPS
804
Fieldpoint Private Securities
Connecticut
$173K +$775 +5 +0.5%
IFAM
805
Institutional & Family Asset Management
Colorado
$170K
RE
806
RBC Europe
United Kingdom
$161K
SM
807
SG3 Management
Puerto Rico
$160K +$160K +1,030 New
SCA
808
Stonebridge Capital Advisors
Minnesota
$157K +$156K +1,009 New
TI
809
Truehand Inc
New Hampshire
$155K
SN
810
Sittner & Nelson
Oregon
$154K
BFEC
811
Benjamin F. Edwards & Company
Missouri
$153K +$1.7K +11 +1%
Acadian Asset Management
812
Acadian Asset Management
Massachusetts
$150K -$641K -4,140 -81%
AP
813
Arlington Partners
Alabama
$148K +$148K +953 New
BFC
814
Bedel Financial Consulting
Indiana
$141K
SSB
815
Sandy Spring Bank
Maryland
$133K +$5.42K +35 +4%
TWA
816
TCI Wealth Advisors
Arizona
$130K -$36.7K -237 -22%
TH
817
TCTC Holdings
Texas
$128K
FHA
818
First Horizon Advisors
Tennessee
$125K -$9.29K -60 -7%
T
819
TOBAM
France
$124K
MCM
820
Manchester Capital Management
Vermont
$122K
NFG
821
Next Financial Group
Texas
$121K +$20K +129 +20%
SIC
822
Salem Investment Counselors
North Carolina
$115K
TFM
823
TFC Financial Management
Massachusetts
$115K
APA
824
American Portfolios Advisors
New York
$113K
VBCG
825
Valley Brook Capital Group
Pennsylvania
$113K +$3.87K +25 +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.