We are live on ! Find out more
ZBH icon

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
BlackRock
1
BlackRock
New York
$3.35B +$244M +1,576,420 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.55B +$33.2M +214,462 +1%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.67B +$193M +1,243,387 +13%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.43B +$17.1M +110,472 +1%
State Street
5
State Street
Massachusetts
$1.34B +$5.86M +37,822 +0.4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$821M -$105M -676,071 -11%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$689M -$909M -5,866,884 -57%
N
8
Nuveen
North Carolina
$657M -$40.6M -262,315 -6%
Viking Global Investors
9
Viking Global Investors
Connecticut
$612M -$7.36M -47,486 -1%
Capital International Investors
10
Capital International Investors
California
$565M +$267M +1,724,337 +90%
Primecap Management
11
Primecap Management
California
$562M +$3.93M +25,348 +0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$555M +$13.5M +87,279 +2%
American Century Companies
13
American Century Companies
Missouri
$551M -$7.39M -47,699 -1%
Northern Trust
14
Northern Trust
Illinois
$546M +$5M +32,253 +0.9%
AAMU
15
Amundi Asset Management US
Massachusetts
$526M +$7.98M +51,536 +2%
Invesco
16
Invesco
Georgia
$515M -$155M -1,001,166 -23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$482M +$158M +1,017,219 +49%
Franklin Resources
18
Franklin Resources
California
$451M +$39.3M +253,610 +10%
Wells Fargo
19
Wells Fargo
California
$369M -$14.2M -91,983 -4%
Boston Partners
20
Boston Partners
Massachusetts
$342M +$31.5M +203,135 +10%
Norges Bank
21
Norges Bank
Norway
$314M -$2.58M -16,643 -0.8%
Bank of America
22
Bank of America
North Carolina
$313M +$49.9M +321,898 +19%
AllianceBernstein
23
AllianceBernstein
Tennessee
$305M +$134M +865,175 +79%
WRF
24
Waddell & Reed Financial
Kansas
$286M +$43.6M +281,556 +18%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$272M -$24.7M -159,465 -8%

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.