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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
Lido Advisors
301
Lido Advisors
California
$3.21M -$41.7K -307 -1%
GIBU
302
Gulf International Bank (UK)
United Kingdom
$3.2M -$875K -6,441 -23%
O
303
Ossiam
France
$3.18M +$575K +4,229 +24%
OCA
304
Otter Creek Advisors
Florida
$3.16M +$91.9K +676 +3%
SGA
305
Strategic Global Advisors
California
$3.13M +$2.93M +21,526 New
LCM
306
Logan Capital Management
Pennsylvania
$3.13M
ECM
307
Exchange Capital Management
Michigan
$3.13M +$13K +96 +0.4%
UCI
308
Uncommon Cents Investing
Wisconsin
$3.11M -$23.1K -170 -0.8%
Creative Planning
309
Creative Planning
Kansas
$3.09M +$55.3K +407 +2%
SAM
310
Selway Asset Management
$3.06M -$109K -800 -4%
Walleye Trading
311
Walleye Trading
New York
$3.02M +$2.35M +17,285 +497%
BCM
312
Bayesian Capital Management
New York
$3.01M +$1.01M +7,400 +56%
MAM
313
Martingale Asset Management
Massachusetts
$2.99M +$2.79M +20,523 New
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$2.98M +$316K +2,326 +13%
Rafferty Asset Management
315
Rafferty Asset Management
New York
$2.95M +$198K +1,458 +8%
Public Sector Pension Investment Board (PSP Investments)
316
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.91M -$410K -3,018 -13%
RJT
317
Raymond James Trust
Florida
$2.89M +$1.35M +9,906 +99%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$2.88M +$43.5K +320 +2%
SAM
319
Simplify Asset Management
Nevada
$2.84M +$1.06M +7,791 +67%
AWS
320
Atria Wealth Solutions
New York
$2.83M +$643K +4,735 +32%
SDIC
321
South Dakota Investment Council
South Dakota
$2.79M -$8.42M -61,947 -76%
Connor, Clark & Lunn Investment Management (CC&L)
322
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.76M +$2.58M +18,979 New
BCIM
323
British Columbia Investment Management
British Columbia, Canada
$2.75M +$25.5K +188 +1%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$2.75M -$144K -1,059 -5%
BL
325
BCWM LLC
Kansas
$2.71M -$3.7M -27,227 -59%

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.