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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
ICP
1076
Interchange Capital Partners
Pennsylvania
-$54K -362 Closed
PFO
1077
Pathstone Family Office
New Jersey
-$46K -310 Closed
AWG
1078
Altus Wealth Group
Colorado
-$45K -301 Closed
MAM
1079
Magellan Asset Management
Australia
-$39K -264 Closed
TPWA
1080
TRUE Private Wealth Advisors
Oregon
-$32K -218 Closed
NIM
1081
NuWave Investment Management
New Jersey
-$33K -217 Closed
BWM
1082
Birchcreek Wealth Management
Ohio
-$30K -206 Closed
RPWA
1083
Regent Peak Wealth Advisors
Georgia
-$29K -192 Closed
JFGIW
1084
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$25K -168 Closed
CCA
1085
Childress Capital Advisors
Texas
-$20K -134 Closed
Capstone Investment Advisors
1086
Capstone Investment Advisors
New York
-$18.9K -122 Closed
PS
1087
Planned Solutions
California
-$15K -103 Closed
BSSFA
1088
Baron Silver Stevens Financial Advisors
Florida
-$15K -101 Closed
M
1089
MOTCO
Texas
-$15K -100 Closed
FWM
1090
FSA Wealth Management
Massachusetts
-$12K -77 Closed
FCH
1091
Freestone Capital Holdings
Washington
-$10.6K -71 Closed
SIAG
1092
Safeguard Investment Advisory Group
California
-$7K -53 Closed
D
1093
Diversified
Delaware
-$5K -41 Closed
ARMC
1094
American Research & Management Company
Massachusetts
-$4K -26 Closed
DWM
1095
Defined Wealth Management
Oregon
-$4K -26 Closed

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.