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Zimmer Biomet

1,016 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 314 increasing their positions, 377 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 105

1.26% less ownership

Funds ownership: 88.86%87.6% (-1.3%)

1% less funds holding

Funds holding: 1,0311,016 (-15)

17% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 377

19% less call options, than puts

Call options by funds: $119M | Put options by funds: $146M

24% less capital invested

Capital invested by funds: $26.9B → $20.6B (-$6.38B)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,016
Holders Change
-15
Holders Change %
-1.45%
% of All Funds
16.12%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
106
Increased
314
Reduced
377
Closed
105
Calls
$119M
Puts
$146M
Net Calls
-$27.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WMSA
226
Weiss Multi-Strategy Advisers
New York
$5.49M +$6.21M +48,882 New
CAM
227
Costello Asset Management
Pennsylvania
$5.42M -$26.5K -209 -0.4%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$5.38M -$206K -1,619 -3%
CAM
229
Cresset Asset Management
Illinois
$5.35M +$345K +2,714 +6%
Retirement Systems of Alabama
230
Retirement Systems of Alabama
Alabama
$5.3M -$19.4K -153 -0.3%
SIP
231
Stoneridge Investment Partners
Pennsylvania
$5.25M +$4.46M +35,154 +302%
Squarepoint
232
Squarepoint
New York
$5.25M +$4.92M +38,751 +485%
HCM
233
Hillman Capital Management
Maryland
$5.21M -$230K -1,810 -4%
EHC
234
Everett Harris & Co
California
$5.07M -$310K -2,438 -5%
HCM
235
Hilton Capital Management
New York
$5.05M -$300K -2,364 -5%
BCA
236
Bernzott Capital Advisors
California
$5M -$828K -6,517 -13%
BMSSC
237
B. Metzler seel. Sohn & Co
Germany
$4.95M +$4.63M +36,491 +479%
GAM
238
Gotham Asset Management
New York
$4.95M +$89.7K +706 +2%
II
239
IFM Investors
Australia
$4.9M +$277K +2,178 +5%
TPSF
240
Texas Permanent School Fund
Texas
$4.85M -$70.9K -558 -1%
YCM
241
Yousif Capital Management
Michigan
$4.75M -$50.7K -399 -0.9%
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.72M +$716K +5,641 +16%
KIA
243
KCM Investment Advisors
California
$4.56M -$40K -315 -0.8%
QCM
244
Qsemble Capital Management
New York
$4.56M +$4.83M +38,000 +1,462%
GC
245
Guggenheim Capital
Illinois
$4.55M -$1.25M -9,836 -20%
FAF
246
Fjarde Ap-fonden
Sweden
$4.55M +$279K +2,200 +6%
RB
247
Rodgers Brothers
Pennsylvania
$4.48M +$130K +1,025 +3%
EAM
248
Erste Asset Management
Austria
$4.43M +$283K +2,231 +6%
SLAM
249
Swiss Life Asset Management
$4.38M -$7.28M -57,306 -59%
QC
250
Quadrature Capital
United Kingdom
$4.19M +$3.56M +28,065 +304%

ZBH Hedge Fund Activity: Q3 2023 in Review

1,016 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2023, worth a combined $20.6B — down 24% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ZBH positions and 105 closed out — a net gain of 1 holder — while 314 added to existing stakes and 377 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $185M. The largest seller was Franklin Resources, cutting an estimated $395M.

  • 1,016 institutional investors held Zimmer Biomet (ZBH) as of Q3 2023, down from 1,031 in Q2 2023.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2023, down 24% quarter-over-quarter.
  • 106 funds opened new Zimmer Biomet positions in Q3 2023 and 105 closed out, a net change of +1 holder.
  • The largest Zimmer Biomet buyer in Q3 2023 was Citadel Advisors, an estimated $185M added.
  • The largest Zimmer Biomet seller in Q3 2023 was Franklin Resources, an estimated $395M sold.

Based on aggregated 13F filings for Q3 2023.