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Zimmer Biomet
ZBH

977 hedge funds and large institutions have $23.6B invested in Zimmer Biomet in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 294 increasing their positions, 332 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

44% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $35.1M

20% more capital invested

Capital invested by funds: $19.6B → $23.6B (+$3.97B)

6% more funds holding

Funds holding: 919 → 977 (+58)

0.63% less ownership

Funds ownership: 89.51% → 88.88% (-0.63%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

11% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 332

Holders
977
Holders Change
+58
Holders Change %
+6.31%
% of All Funds
15.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
294
Reduced
332
Closed
66
Calls
$50.5M
Puts
$35.1M
Net Calls
+$15.4M
Net Calls Change
-$30.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$161M
2
Victory Capital Management
Victory Capital Management
Texas
+$140M
3
Invesco
Invesco
Georgia
+$94M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$75M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$380M
2
American Century Companies
American Century Companies
Missouri
-$88.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$86.9M
4
Millennium Management
Millennium Management
New York
-$77.3M
5
CVA
Ceredex Value Advisors
Florida
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
276
Selway Asset Management
$2.89M – – –
SSA
277
Schonfeld Strategic Advisors
New York
$2.88M +$1.12M +9,623 +74%
IG
278
ING Group
Netherlands
$2.87M +$2.62M +22,549 New
AOI
279
Auto-Owners Insurance
Michigan
$2.85M +$2.59M +22,350 New
BMSSC
280
B. Metzler seel. Sohn & Co
Germany
$2.82M +$55.5K +478 +2%
UCI
281
Uncommon Cents Investing
Wisconsin
$2.78M -$52.9K -456 -2%
LCM
282
Logan Capital Management
Pennsylvania
$2.74M – – –
GIM
283
Goelzer Investment Management
Indiana
$2.59M -$113K -975 -5%
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$2.54M – – –
OC
285
Oppenheimer & Co
New York
$2.52M -$32.3K -278 -1%
AIM
286
Anchor Investment Management
South Carolina
$2.5M -$89.9K -775 -4%
ECM
287
Exchange Capital Management
Michigan
$2.48M -$11K -95 -0.5%
SF
288
Synovus Financial
Georgia
$2.46M -$33.5K -289 -1%
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$2.44M +$20.8K +179 +0.9%
Ensign Peak Advisors
290
Ensign Peak Advisors
Utah
$2.43M +$72.2K +622 +3%
RGI
291
River Global Investors
United Kingdom
$2.4M +$196K +1,685 +10%
BCIM
292
British Columbia Investment Management
British Columbia, Canada
$2.37M -$250K -2,150 -10%
RHAM
293
Round Hill Asset Management
California
$2.37M -$4.64K -40 -0.2%
Rafferty Asset Management
294
Rafferty Asset Management
New York
$2.3M +$789K +6,800 +61%
D.E. Shaw & Co
295
D.E. Shaw & Co
New York
$2.29M -$7.26M -62,531 -78%
BNP Paribas Asset Management
296
BNP Paribas Asset Management
France
$2.25M +$1.28M +11,018 +167%
Swedbank
297
Swedbank
Sweden
$2.24M – – –
SAM
298
Securian Asset Management
Minnesota
$2.19M +$11.6K +100 +0.6%
UAS
299
United Asset Strategies
New York
$2.13M +$86.7K +747 +5%
JMPWA
300
JP Morgan Private Wealth Advisors
California
$2.11M +$187K +1,615 +11%
10 11
12
13 14

ZBH Hedge Fund Activity: Q4 2022 in Review

977 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2022, worth a combined $23.6B — up 20% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ZBH positions and 66 closed out — a net gain of 71 holders — while 294 added to existing stakes and 332 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 977 institutional investors held Zimmer Biomet (ZBH) as of Q4 2022, up from 919 in Q3 2022.
  • Funds reported $23.6B of Zimmer Biomet stock for Q4 2022, up 20% quarter-over-quarter.
  • 137 funds opened new Zimmer Biomet positions in Q4 2022 and 66 closed out, a net change of +71 holders.
  • The largest Zimmer Biomet buyer in Q4 2022 was Morgan Stanley, an estimated $161M added.
  • The largest Zimmer Biomet seller in Q4 2022 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2022.