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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
AA
876
Ancora Advisors
Ohio
$57K
SC
877
SouthState Corp
Florida
$57K
PFGIA
878
Patriot Financial Group Insurance Agency
Massachusetts
$55K
KTC
879
Kistler-Tiffany Companies
Pennsylvania
$54K
CHA
880
Carmichael Hill & Associates
Maryland
$53K
KFP
881
KB Financial Partners
New Jersey
$52K +$51.9K +335 New
ANBT
882
American National Bank & Trust
Texas
$51K
SIS
883
Sound Income Strategies
Florida
$50.6K
SAI
884
Systematic Alpha Investments
New Jersey
$50K
CWM
885
Cedar Wealth Management
California
$48K
FCM
886
Firestone Capital Management
Florida
$48K
IRAG
887
Investment Research & Advisory Group
Georgia
$48K
RCC
888
Red Cedar Capital
Nebraska
$48K
TC
889
Tacita Capital
Ontario, Canada
$48K
APWM
890
Atlas Private Wealth Management
New York
$46K
PB
891
Pinnacle Bancorp
Nebraska
$45K -$2.94K -19 -6%
CI
892
CX Institutional
Indiana
$45K +$8.83K +57 +25%
WAP
893
Wealthcare Advisory Partners
Pennsylvania
$45K +$44.9K +290 New
LFG
894
Larson Financial Group
Missouri
$43K
KFI
895
Key Financial Inc
Pennsylvania
$43K +$26K +168 +151%
OSNBOA
896
Old Second National Bank of Aurora
Illinois
$42K
FCA
897
FinTrust Capital Advisors
South Carolina
$41K +$21.2K +137 +109%
BWM
898
BerganKDV Wealth Management
Minnesota
$40K -$2.01K -13 -5%
TSW
899
Thompson Siegel & Walmsley
Virginia
$40K -$1.7K -11 -4%
ADL
900
Asset Dedication LLC
California
$40K

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.