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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
CWM
251
CIBC World Markets
New York
$5.01M +$3.24M +23,823 +224%
JC
252
Jacobs & Co
California
$4.98M -$55K -405 -1%
CCM
253
Cohen Capital Management
California
$4.96M -$163K -1,200 -3%
DnB Asset Management
254
DnB Asset Management
Norway
$4.94M -$3.95M -29,078 -46%
CCT
255
Chemung Canal Trust
New York
$4.93M +$21.1K +155 +0.5%
ProShare Advisors
256
ProShare Advisors
Maryland
$4.83M +$92.5K +681 +2%
NYLIM
257
New York Life Investment Management
New York
$4.77M +$384K +2,829 +9%
JFL
258
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.77M -$116K -852 -3%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$4.76M -$2.58K -19 -0.1%
VFA
260
Valeo Financial Advisors
Indiana
$4.73M -$662K -4,873 -13%
NAM
261
Nissay Asset Management
Japan
$4.63M +$489K +3,596 +13%
Nordea Investment Management
262
Nordea Investment Management
Sweden
$4.61M -$135K -994 -3%
BHWM
263
Bar Harbor Wealth Management
New Hampshire
$4.52M +$244K +1,795 +6%
RJFSA
264
Raymond James Financial Services Advisors
Florida
$4.46M +$111K +818 +3%
TI
265
Tidal Investments
Wisconsin
$4.46M -$1.37M -10,086 -25%
CG
266
Colony Group
Massachusetts
$4.44M -$82.8K -609 -2%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$4.42M -$43.1K -317 -1%
CB
268
Commerce Bank
Missouri
$4.29M -$386K -2,841 -9%
IG
269
ING Group
Netherlands
$4.24M -$481K -3,538 -11%
Janus Henderson Group
270
Janus Henderson Group
United Kingdom
$4.21M -$273K -2,009 -6%
CC
271
Cipher Capital
New York
$4.2M +$1.64M +12,035 +72%
Cerity Partners
272
Cerity Partners
New York
$4.16M +$23.1K +170 +0.6%
ZCM
273
Ziegler Capital Management
Illinois
$4.09M +$3.81M +28,063 New
ECM
274
Element Capital Management
New York
$4M +$200K +1,470 +6%
AIM
275
Achmea Investment Management
Netherlands
$3.98M +$1.69M +12,433 +84%

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.