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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
DAM
826
Delta Asset Management
Tennessee
$112K
WAM
827
Wolverine Asset Management
Illinois
$110K +$110K +711 New
BAM
828
Bellevue Asset Management
Washington
$109K
AF
829
Allworth Financial
California
$109K +$71.7K +463 +196%
SFP
830
Sterling Financial Planning
New Jersey
$105K
FP
831
Financial Perspectives
Minnesota
$105K +$2.66M +17,204 +15,930%
LSA
832
Leonteq Securities AG
Switzerland
$105K -$293K -1,890 -74%
ST
833
Smithfield Trust
Pennsylvania
$104K
SIAP
834
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$104K
IAIM
835
International Assets Investment Management
Florida
$102K +$51.6K +333 +100%
SAM
836
S.A. Mason
Michigan
$96K
JGIA
837
Jackson Grant Investment Advisers
Connecticut
$96K +$37.5K +242 +64%
FF
838
FourThought Financial
Florida
$93K -$1.7K -11 -2%
NSIM
839
North Star Investment Management
Illinois
$92K
ONST
840
Old North State Trust
North Carolina
$90K +$21.2K +137 +31%
QCG
841
Quadrant Capital Group
Ohio
$89K +$10.1K +65 +13%
OIA
842
Optimum Investment Advisors
Illinois
$88K
PA
843
Parallel Advisors
California
$88K +$15K +97 +21%
HWA
844
Heritage Wealth Advisors
Virginia
$85K +$4.96K +32 +6%
SOW
845
State of Wyoming
Wyoming
$85K +$84.3K +544 New
HR
846
Howe & Rusling
New York
$84K -$620 -4 -0.7%
ATC
847
Adirondack Trust Company
New York
$83K
PSB
848
Piscataqua Savings Bank
New Hampshire
$81K +$80.9K +522 New
FCB
849
First Command Bank
Texas
$79K +$68.8K +444 +673%
FCFS
850
First Command Financial Services
Texas
$79K +$68.8K +444 +673%

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.