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Zimmer Biomet

1,016 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 314 increasing their positions, 377 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 105

1.26% less ownership

Funds ownership: 88.86%87.6% (-1.3%)

1% less funds holding

Funds holding: 1,0311,016 (-15)

17% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 377

19% less call options, than puts

Call options by funds: $119M | Put options by funds: $146M

24% less capital invested

Capital invested by funds: $26.9B → $20.6B (-$6.38B)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,016
Holders Change
-15
Holders Change %
-1.45%
% of All Funds
16.12%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
106
Increased
314
Reduced
377
Closed
105
Calls
$119M
Puts
$146M
Net Calls
-$27.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
326
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.19M +$71.1K +560 +3%
M&T Bank
327
M&T Bank
New York
$2.19M -$635K -5,003 -20%
GT
328
Glenmede Trust
Pennsylvania
$2.18M -$883K -6,955 -26%
CA
329
Clearstead Advisors
Ohio
$2.16M +$1.22M +9,605 +100%
1832 Asset Management
330
1832 Asset Management
Ontario, Canada
$2.15M +$2.43M +19,155 New
Janney Montgomery Scott
331
Janney Montgomery Scott
Pennsylvania
$2.15M -$169K -1,328 -6%
BCIM
332
British Columbia Investment Management
British Columbia, Canada
$2.12M
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$2.12M
SC
334
Shay Capital
New York
$2.1M +$1.24M +9,750 +108%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$2.08M +$13.7K +108 +0.6%
BL
336
BCWM LLC
Kansas
$2.08M -$17.8K -140 -0.8%
DA
337
DCF Advisers
Connecticut
$2.06M
O
338
Ossiam
France
$2.04M -$461K -3,628 -17%
AIM
339
Anchor Investment Management
South Carolina
$2.01M -$11K -87 -0.5%
RHAM
340
Round Hill Asset Management
California
$2M -$58.4K -460 -3%
Schroder Investment Management Group
341
Schroder Investment Management Group
United Kingdom
$1.98M -$91.6M -720,947 -98%
Swedbank
342
Swedbank
Sweden
$1.97M
EMPI
343
Elo Mutual Pension Insurance
Finland
$1.97M +$32.4K +255 +1%
ECM
344
Endurant Capital Management
California
$1.96M +$2.22M +17,479 New
SB
345
Simmons Bank
Arkansas
$1.95M -$152K -1,200 -6%
ECM
346
Element Capital Management
New York
$1.93M -$1.3M -10,251 -37%
WAM
347
Wakefield Asset Management
Colorado
$1.93M -$158K -1,247 -7%
BCV
348
Banque Cantonale Vaudoise
Switzerland
$1.92M +$596K +4,690 +38%
KRS
349
Kentucky Retirement Systems
Kentucky
$1.91M +$34.8K +274 +2%
EAM
350
Eagle Asset Management
Florida
$1.89M -$3.75M -29,556 -64%

ZBH Hedge Fund Activity: Q3 2023 in Review

1,016 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2023, worth a combined $20.6B — down 24% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ZBH positions and 105 closed out — a net gain of 1 holder — while 314 added to existing stakes and 377 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $185M. The largest seller was Franklin Resources, cutting an estimated $395M.

  • 1,016 institutional investors held Zimmer Biomet (ZBH) as of Q3 2023, down from 1,031 in Q2 2023.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2023, down 24% quarter-over-quarter.
  • 106 funds opened new Zimmer Biomet positions in Q3 2023 and 105 closed out, a net change of +1 holder.
  • The largest Zimmer Biomet buyer in Q3 2023 was Citadel Advisors, an estimated $185M added.
  • The largest Zimmer Biomet seller in Q3 2023 was Franklin Resources, an estimated $395M sold.

Based on aggregated 13F filings for Q3 2023.