OrbiMed’s Zimmer Biomet ZBH Stock Holding History

OrbiMed’s Portfolio ZBH Stock Details ZBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-245,000	Closed	-$35.7M	–	142
2023 Q2	$35.7M	Buy	+245,000	New	+$33.3M	0.65%	49
2022 Q1	–	Sell	-581,229	Closed	-$71.7M	–	163
2021 Q4	$71.7M	Sell	581,229 -99,395	-15%	-$13M	0.92%	37
2021 Q3	$96.7M	Buy	+680,624	New	+$100M	1.06%	27
2020 Q1	–	Sell	-184,061	Closed	-$26.7M	–	162
2019 Q4	$26.7M	Buy	+184,061	New	+$25.4M	0.38%	60
2017 Q4	–	Sell	-50,470	Closed	-$5.74M	–	144
2017 Q3	$5.74M	Hold	50,470	–	–	0.05%	121
2017 Q2	$6.29M	Hold	50,470	–	–	0.07%	108
2017 Q1	$5.98M	Hold	50,470	–	–	0.07%	111
2016 Q4	$5.06M	Sell	50,470 -688,555	-93%	-$73.8M	0.06%	112
2016 Q3	$93.3M	Sell	739,025 -149,350	-17%	-$18.5M	1.06%	33
2016 Q2	$104M	Buy	888,375 +782,285	+737%	+$88.5M	1.08%	34
2016 Q1	$11M	Sell	106,090 -45,114	-30%	-$4.36M	0.12%	90
2015 Q4	$15.1M	Sell	151,204 -67,465	-31%	-$6.6M	0.14%	79
2015 Q3	$19.9M	Hold	218,669	–	–	0.2%	73
2015 Q2	$23.2M	Sell	218,669 -1,046,171	-83%	-$116M	0.19%	80
2015 Q1	$144M	Sell	1,264,840 -56,341	-4%	-$6.43M	1.23%	29
2014 Q4	$145M	Buy	1,321,181 +23,690	+2%	+$2.5M	1.39%	30
2014 Q3	$127M	Buy	1,297,491 +83,430	+7%	+$8.21M	1.32%	31
2014 Q2	$122M	Buy	1,214,061 +476,375	+65%	+$46.5M	1.44%	27
2014 Q1	$67.7M	Sell	737,686 -122,570	-14%	-$11.3M	0.83%	37
2013 Q4	$77.8M	Buy	860,256 +813,906	+1,756%	+$70.4M	1.14%	31
2013 Q3	$3.7M	Sell	46,350 -37,389	-45%	-$2.94M	0.07%	110
2013 Q2	$6.09M	Buy	+83,739	New	+$6.26M	0.13%	96

Other funds holding ZBH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OrbiMed's ZBH Position: Q3 2023 in Review

OrbiMed sold out of Zimmer Biomet (ZBH) in Q3 2023, closing a stake of 245,000 shares — an estimated $35.7M sold.

OrbiMed first reported a position in ZBH in Q2 2013 and held it in 22 quarters. The position peaked at $145M in Q4 2014. 1,017 funds tracked by Wall St. Rank hold ZBH as of Q3 2023.

OrbiMed reported no remaining Zimmer Biomet position as of Q3 2023 after selling out during the quarter.
OrbiMed sold 245,000 Zimmer Biomet shares in Q3 2023, an estimated $35.7M.
OrbiMed first reported a position in Zimmer Biomet in Q2 2013 and held it in 22 quarters.
OrbiMed's Zimmer Biomet position peaked at $145M in Q4 2014.
1,017 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2023.

Based on OrbiMed's 13F filing for Q3 2023, filed 14 Nov 2023.