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Zimmer Biomet

1,031 hedge funds and large institutions have $26.9B invested in Zimmer Biomet in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 357 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 70

60% more call options, than puts

Call options by funds: $91.2M | Put options by funds: $57.1M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

13% more capital invested

Capital invested by funds: $23.9B → $26.9B (+$3.08B)

4% more funds holding

Funds holding: 9931,031 (+38)

9% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 327

0.91% more ownership

Funds ownership: 87.95%88.86% (+0.91%)

Holders
1,031
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
113
Increased
357
Reduced
327
Closed
70
Calls
$91.2M
Puts
$57.1M
Net Calls
+$34M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
226
Texas Permanent School Fund
Texas
$6.37M -$1.77K -13 -0%
Marshall Wace
227
Marshall Wace
United Kingdom
$6.35M -$15.7M -115,655 -73%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$6.34M -$414K -3,049 -7%
GAM
229
Gotham Asset Management
New York
$6.32M -$1.45M -10,660 -20%
YCM
230
Yousif Capital Management
Michigan
$6.22M +$947K +6,969 +19%
CS
231
Candriam SCA
Luxembourg
$6.21M -$3.22M -23,708 -36%
II
232
IFM Investors
Australia
$6.04M +$127K +933 +2%
CCM
233
Channing Capital Management
Illinois
$5.99M -$1.84M -13,544 -25%
KIA
234
KCM Investment Advisors
California
$5.96M -$204K -1,500 -4%
Mariner
235
Mariner
Kansas
$5.78M -$553K -4,067 -9%
CIP
236
Chartwell Investment Partners
Pennsylvania
$5.69M +$5.31M +39,057 New
RB
237
Rodgers Brothers
Pennsylvania
$5.67M +$22.4K +165 +0.4%
AIMCA
238
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.6M -$20.9M -153,511 -80%
FAF
239
Fjarde Ap-fonden
Sweden
$5.58M -$815K -6,000 -14%
SIA
240
Sit Investment Associates
Minnesota
$5.5M +$4.83M +35,510 +1,566%
Acadian Asset Management
241
Acadian Asset Management
Massachusetts
$5.49M +$4.89M +36,009 +2,080%
BCM
242
Brookstone Capital Management
Illinois
$5.48M +$1.1M +8,115 +26%
OPERF
243
Oregon Public Employees Retirement Fund
Oregon
$5.4M +$2.84M +20,932 +129%
EAM
244
Erste Asset Management
Austria
$5.39M +$349K +2,570 +7%
RG
245
Rathbones Group
United Kingdom
$5.31M +$392K +2,888 +9%
NL
246
NWAM LLC
Washington
$5.3M +$1.2M +8,844 +32%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.3M +$109K +800 +2%
AssetMark Inc
248
AssetMark Inc
California
$5.24M -$7.07K -52 -0.1%
URS
249
Utah Retirement Systems
Utah
$5.24M -$190K -1,400 -4%
MCM
250
Monarch Capital Management
Indiana
$5.18M -$106K -783 -2%

ZBH Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2023, worth a combined $26.9B — up 13% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZBH positions and 70 closed out — a net gain of 43 holders — while 357 added to existing stakes and 327 trimmed.

The largest buyer was Invesco, adding an estimated $240M. The largest seller was Longview Partners, exiting entirely with an estimated $276M sold.

  • 1,031 institutional investors held Zimmer Biomet (ZBH) as of Q2 2023, up from 993 in Q1 2023.
  • Funds reported $26.9B of Zimmer Biomet stock for Q2 2023, up 13% quarter-over-quarter.
  • 113 funds opened new Zimmer Biomet positions in Q2 2023 and 70 closed out, a net change of +43 holders.
  • The largest Zimmer Biomet buyer in Q2 2023 was Invesco, an estimated $240M added.
  • The largest Zimmer Biomet seller in Q2 2023 was Longview Partners, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2023.