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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
CCM
901
Covington Capital Management
California
$40K
TF
902
Tompkins Financial
New York
$39K
SSWG
903
Seven Springs Wealth Group
Tennessee
$38K
PO
904
Private Ocean
California
$37K -$3.87K -25 -10%
EW
905
Evoke Wealth
California
$36K
RDFA
906
Ritter Daniher Financial Advisory
Ohio
$36K
LAS
907
Lloyd Advisory Services
Georgia
$36K +$33.6K +217 +1,808%
EP
908
Eudaimonia Partners
Tennessee
$35K
BC
909
Burleson & Co
California
$34K +$33.6K +217 New
FPB
910
First PREMIER Bank
South Dakota
$32K -$31.9K -206 -50%
CA
911
Crewe Advisors
Utah
$32K
TVWM
912
Tower View Wealth Management
Wisconsin
$31K
SQA
913
Simon Quick Advisors
New Jersey
$30K -$2.01K -13 -6%
VNA
914
Valley National Advisers
Pennsylvania
$30K +$9.14K +59 +44%
GI
915
Gradient Investments
Minnesota
$30K +$29.6K +191 New
TCM
916
Tradewinds Capital Management
Washington
$29K -$27.6K -178 -49%
SIM
917
Sonora Investment Management
Arizona
$28K -$51.1K -330 -65%
AIC
918
Archer Investment Corporation
Indiana
$27.7K -$16K -103 -37%
LC
919
Lindbrook Capital
California
$27K +$6.04K +39 +29%
FMTCOCP
920
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
FWM
921
Focused Wealth Management
New York
$26K
TIM
922
Tortoise Investment Management
New York
$26K
BCM
923
Blume Capital Management
California
$26K +$25.7K +166 New
WAS
924
Winch Advisory Services
Wisconsin
$25K
ZB
925
Zions Bancorporation
Utah
$24K -$3.72K -24 -13%

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.