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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
QCM
326
Quantinno Capital Management
New York
$1.81M -$236K -2,030 -13%
MIS
327
Morningstar Investment Services
Illinois
$1.74M +$36.9K +318 +2%
CNC
328
Citizens & Northern Corp
Pennsylvania
$1.74M +$32.8K +283 +2%
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$1.74M +$180K +1,547 +13%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$1.73M +$23.2K +200 +1%
CSS
331
Cubist Systematic Strategies
Connecticut
$1.72M +$692K +5,962 +79%
TAM
332
Tocqueville Asset Management
New York
$1.7M -$302K -2,600 -16%
OAM
333
Oppenheimer Asset Management
New York
$1.68M -$91K -784 -6%
1SB
334
1ST Source Bank
Indiana
$1.68M +$11K +95 +0.7%
BAM
335
Beaumont Asset Management
Texas
$1.67M -$214K -1,847 -12%
IBOK
336
Independence Bank of Kentucky
Kentucky
$1.64M -$94K -810 -6%
SO
337
STRS Ohio
Ohio
$1.64M +$1.49M +12,853 New
EIP
338
Epoch Investment Partners
New York
$1.63M -$90.6K -781 -6%
NB
339
Norinchukin Bank
Japan
$1.62M -$326K -2,805 -18%
UCFA
340
United Capital Financial Advisors
Texas
$1.6M -$21.4K -184 -1%
RWA
341
River Wealth Advisors
Pennsylvania
$1.59M -$203K -1,747 -12%
MLICM
342
Metropolitan Life Insurance Company (MetLife)
New York
$1.55M -$41.2K -355 -3%
DC
343
Diametric Capital
Massachusetts
$1.55M +$1.41M +12,130 New
EI
344
Ethic Inc
New York
$1.51M +$620K +5,346 +82%
MOS
345
MGO One Seven
Ohio
$1.5M +$154K +1,327 +13%
CAM
346
Claret Asset Management
Quebec, Canada
$1.49M -$1.51K -13 -0.1%
ACM
347
Ardent Capital Management
Ohio
$1.45M -$583K -5,020 -31%
GHAM
348
Gilman Hill Asset Management
Connecticut
$1.44M +$170K +1,462 +15%
CAN
349
Cetera Advisor Networks
California
$1.42M +$361K +3,112 +39%
DIA
350
Dean Investment Associates
Ohio
$1.39M +$90.3K +778 +8%
12 13
14
15 16

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.