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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
NFSG
1001
Newbridge Financial Services Group
Florida
$4K
SC
1002
Steph & Co
Wisconsin
$4K
VCM
1003
Versant Capital Management
Arizona
$4K
FFA
1004
Freedman Financial Associates
Massachusetts
$3K -$22.9K -148 -88%
HI
1005
Human Investing
Oregon
$3K
ST
1006
Sageworth Trust
Pennsylvania
$3K
SFSIG
1007
San Francisco Sentry Investment Group
California
$3K
AIA
1008
Arcadia Investment Advisors
Idaho
$2.08K
CCA
1009
Column Capital Advisors
Indiana
$2K -$54.5K -352 -97%
TFGT
1010
TS Financial Group (TSFG)
Illinois
$2K -$775 -5 -33%
CWA
1011
Clearview Wealth Advisors
Oregon
$2K
GWMIA
1012
Global Wealth Management Investment Advisory
Florida
$2K
Kayne Anderson Rudnick Investment Management
1013
Kayne Anderson Rudnick Investment Management
California
$2K
LWANC
1014
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
MF
1015
Manchester Financial
California
$2K
MLFP
1016
MPS Loria Financial Planners
Illinois
$2K
RWG
1017
Regal Wealth Group
California
$2K
TFA
1018
Toth Financial Advisory
Virginia
$2K
FI
1019
FormulaFolio Investments
Michigan
$1K -$703K -4,537 -100%
MCM
1020
MV Capital Management
Maryland
$1K -$18.7K -121 -97%
CWC
1021
Carolinas Wealth Consulting
North Carolina
$1K
RG
1022
Retirement Group
California
$1K
WIM
1023
Westside Investment Management
California
$685
BBHC
1024
Brown Brothers Harriman & Co
New York
$374 +$40K +258 +12%
ED
1025
Exane Derivatives
France
$320 -$5.42K -35 -95%

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.