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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
WF
351
Welch & Forbes
Massachusetts
$2.24M +$52K +383 +3%
PRC
352
Pearl River Capital
Michigan
$2.21M -$305K -2,243 -13%
FWTB
353
First Western Trust Bank
Colorado
$2.19M
ABC
354
Associated Banc-Corp
Wisconsin
$2.17M -$24.9K -183 -1%
HIMCH
355
Hartford Investment Management Co (HIMCO)
Connecticut
$2.13M -$414K -3,050 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
356
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.11M -$466K -3,432 -19%
TAM
357
Tocqueville Asset Management
New York
$2.08M +$136K +1,000 +8%
CGH
358
Crossmark Global Holdings
Texas
$2.07M +$67.5K +497 +3%
BAM
359
Belpointe Asset Management
Nevada
$2.02M +$492K +3,618 +35%
CNC
360
Citizens & Northern Corp
Pennsylvania
$1.98M -$11.7K -86 -0.6%
GIP
361
Greatmark Investment Partners
Georgia
$1.96M +$1.02M +7,540 +128%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$1.93M +$88.9K +654 +5%
SG Americas Securities
363
SG Americas Securities
New York
$1.93M +$1.8M +13,241 New
SIM
364
Studio Investment Management
Illinois
$1.91M -$247K -1,817 -12%
EI
365
Ethic Inc
New York
$1.89M +$75.8K +558 +4%
BAM
366
Beaumont Asset Management
Texas
$1.88M +$28.3K +208 +2%
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$1.88M -$95.1K -700 -5%
VRS
368
Virginia Retirement Systems
Virginia
$1.87M +$122K +900 +8%
N
369
Natixis
France
$1.87M +$812K +5,974 +87%
Parallax Volatility Advisers
370
Parallax Volatility Advisers
California
$1.86M +$1.74M +12,782 New
GHAM
371
Gilman Hill Asset Management
Connecticut
$1.85M +$52.3K +385 +3%
RSVP
372
Ramsay Stattman Vela & Price
Colorado
$1.84M -$20K -147 -1%
EIP
373
Epoch Investment Partners
New York
$1.84M -$14.9K -110 -0.9%
BCV
374
Banque Cantonale Vaudoise
Switzerland
$1.81M +$856K +6,300 +103%
SCM
375
Silvant Capital Management
Georgia
$1.81M +$1.68M +12,378 New

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.