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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
AIG
976
American International Group
New York
$10.2K -$289K -1,863 -3%
CT
977
Caldwell Trust
Florida
$10.1K -$128K -824 -93%
CCC
978
Crescent Capital Consulting
Louisiana
$10K
SWA
979
SOA Wealth Advisors
New York
$9K +$929 +6 +11%
ETC
980
Exchange Traded Concepts
Oklahoma
$8K -$24.8K -160 -76%
BG
981
Bollard Group
Massachusetts
$8K
IWP
982
IAG Wealth Partners
Wisconsin
$7K
PG
983
Proffitt & Goodson
Tennessee
$7K
RIM
984
Rockbridge Investment Management
New York
$7K
GFPC
985
Global Financial Private Client
Florida
$6.72K
CWA
986
Carolina Wealth Advisors
South Carolina
$6K
FFC
987
First Financial Corp
Indiana
$6K
SL
988
Savior LLC
Massachusetts
$6K
SCA
989
Stuart Chaussee & Associates
California
$6K +$5.73K +37 New
HWMA
990
Heritage Wealth Management (Arizona)
Arizona
$6K +$6.35K +41 New
RA
991
Resolute Advisors
California
$6K +$6.97K +45 New
BWA
992
BDO Wealth Advisors
Florida
$5K -$31.9K -206 -86%
CCM
993
Cribstone Capital Management
Maine
$5K
JWA
994
JFS Wealth Advisors
Pennsylvania
$5K
MFT
995
Moisand Fitzgerald Tamayo
Florida
$5K
WCM
996
Wealthcare Capital Management
Virginia
$5K +$5.27K +34 New
CH
997
Canton Hathaway
Rhode Island
$5K +$5.42K +35 New
AIC
998
Ameritas Investment Company
Nebraska
$4.97K +$4.96K +32 New
Parallax Volatility Advisers
999
Parallax Volatility Advisers
California
$4K -$1.5M -9,698 -100%
DWP
1000
Destiny Wealth Partners
Florida
$4K

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.