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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
KRS
301
Kentucky Retirement Systems
Kentucky
$2.1M +$8.36K +72 +0.4%
DILIC
302
Dai-ichi Life Insurance Company
Japan
$2.08M -$18.7K -161 -1%
MSRPS
303
Maryland State Retirement & Pension System
Maryland
$2.07M +$1.89M +16,270 New
RSVP
304
Ramsay Stattman Vela & Price
Colorado
$2.07M -$1.24M -10,700 -40%
EMPI
305
Elo Mutual Pension Insurance
Finland
$2.07M +$55.8K +481 +3%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$2.06M +$17.6K +152 +0.9%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$2.06M +$14.9K +128 +0.8%
SW
308
SVB Wealth
Massachusetts
$2.03M +$2.21K +19 +0.1%
1832 Asset Management
309
1832 Asset Management
Ontario, Canada
$2.02M -$31.4M -270,315 -94%
SIM
310
Studio Investment Management
Illinois
$2.01M -$28.1K -242 -2%
Brown Advisory
311
Brown Advisory
Maryland
$1.99M +$179K +1,542 +11%
RHJA
312
Rice Hall James & Associates
California
$1.96M -$56.3K -485 -3%
ABC
313
Associated Banc-Corp
Wisconsin
$1.95M -$113K -975 -6%
AWS
314
Atria Wealth Solutions
New York
$1.93M +$87.8K +757 +5%
HIMCH
315
Hartford Investment Management Co (HIMCO)
Connecticut
$1.93M -$556K -4,789 -24%
HT
316
Heritage Trust
Oklahoma
$1.93M -$13.9K -120 -0.8%
FWTB
317
First Western Trust Bank
Colorado
$1.92M -$3.37K -29 -0.2%
WF
318
Welch & Forbes
Massachusetts
$1.92M +$63.5K +547 +4%
Twin Tree Management
319
Twin Tree Management
Texas
$1.91M +$1.73M +14,947 New
BAM
320
Belpointe Asset Management
Nevada
$1.9M -$11K -95 -0.6%
SC
321
Scotia Capital
Ontario, Canada
$1.88M +$1.71M +14,720 New
Daiwa Securities Group
322
Daiwa Securities Group
Japan
$1.87M +$82.7K +713 +5%
CGH
323
Crossmark Global Holdings
Texas
$1.86M +$69.9K +602 +4%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$1.85M -$186K -1,606 -8%
SPIA
325
Steward Partners Investment Advisory
New York
$1.83M +$116 +1 +0%
11 12
13
14 15

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.