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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
HDIM
926
Hanson & Doremus Investment Management
Vermont
$24K
GWS
927
Glassman Wealth Services
Virginia
$24K +$929 +6 +4%
CIA
928
CSat Investment Advisory
Michigan
$24K +$2.01K +13 +9%
TAIM
929
TD Ameritrade Investment Management
Nebraska
$23K
TCWM
930
Total Clarity Wealth Management
Illinois
$23K +$22.9K +148 New
DOA
931
D'Orazio & Associates
Virginia
$22K -$310 -2 -1%
HWA
932
HHM Wealth Advisors
Tennessee
$22K
TFO
933
Tarbox Family Office
California
$22K
CAL
934
Capital Analysts LLC
Pennsylvania
$22K +$21.2K +137 New
EI
935
Ellevest Inc
New York
$21K -$146K -945 -88%
Loomis, Sayles & Company
936
Loomis, Sayles & Company
Massachusetts
$21K -$7.43K -48 -26%
MRCM
937
M&R Capital Management
New Jersey
$21K
NG
938
NWK Group
California
$20K
AWA
939
Arkadios Wealth Advisors
Georgia
$20K +$4.18K +27 +26%
AW
940
Avion Wealth
Texas
$20K +$16K +103 +396%
EWA
941
Evolution Wealth Advisors
Florida
$20K +$20.4K +132 New
1IA
942
1834 Investment Advisors
Wisconsin
$19K
AWM
943
Avior Wealth Management
Nebraska
$19K
MIM
944
Macroview Investment Management
Maryland
$19K
RFA
945
Reilly Financial Advisors
California
$19K
CFGS
946
Concourse Financial Group Securities
Alabama
$19K +$6.66K +43 +52%
GLLW
947
Graves Light Lenhart Wealth
Virginia
$18K
MWP
948
Meridian Wealth Partners
Pennsylvania
$18K +$18K +116 New
PMFA
949
Plante Moran Financial Advisors
Michigan
$17K -$91.9K -593 -85%
PWMG
950
Prestige Wealth Management Group
New Jersey
$17K

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.