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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
RJA
101
Raymond James & Associates
Florida
$36M +$7.05M +45,481 +24%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$34.9M -$15.6M -100,821 -32%
TCM
103
Tekla Capital Management
Massachusetts
$33.3M -$989K -6,386 -3%
WHG
104
Westwood Holdings Group
Texas
$33M -$2.04M -13,170 -6%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$32.8M +$580K +3,747 +2%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.7M +$269K +1,735 +0.8%
Alyeska Investment Group
107
Alyeska Investment Group
Illinois
$32.3M +$12.4M +80,338 +63%
Truist Financial
108
Truist Financial
North Carolina
$31.9M -$450K -2,907 -1%
EVM
109
Eaton Vance Management
Massachusetts
$31.7M -$95.6K -617 -0.3%
Federated Hermes
110
Federated Hermes
Pennsylvania
$31.3M -$5.05M -32,582 -14%
KCM
111
Kornitzer Capital Management
Kansas
$30.7M +$1.35M +8,745 +5%
SEI Investments
112
SEI Investments
Pennsylvania
$29.6M +$693K +4,471 +2%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$28.8M -$4.88M -31,496 -15%
FCM
114
Freshford Capital Management
New York
$28.5M -$413K -2,666 -1%
Canada Life
115
Canada Life
Manitoba, Canada
$28.3M +$1.1M +7,093 +4%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$27.4M +$6.66M +42,971 +32%
Wellington Management Group
117
Wellington Management Group
Massachusetts
$26.4M -$11.3M -73,237 -30%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$26.2M +$3M +19,379 +13%
MAM
119
Majedie Asset Management
United Kingdom
$26M +$1.69M +10,883 +7%
CBT
120
Capital Bank & Trust
California
$25.9M +$865K +5,581 +3%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$25.9M +$1.24M +8,003 +5%
SO
122
STRS Ohio
Ohio
$25.7M -$4.89M -31,566 -16%
TG
123
TCW Group
California
$25.6M +$3.25M +21,012 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
124
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$25.3M +$25.2M +162,611 +232,301%
Mackenzie Financial
125
Mackenzie Financial
Ontario, Canada
$24.8M -$3.54M -22,837 -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.