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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
EI
351
Ethic Inc
New York
$1.88M +$482K +3,797 +29%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$1.88M -$382K -3,011 -15%
SO
353
STRS Ohio
Ohio
$1.87M -$97.4K -767 -4%
DGAM
354
Desjardins Global Asset Management
Quebec, Canada
$1.87M +$1.3M +10,252 +160%
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$1.87M +$25K +197 +1%
SPIA
356
Steward Partners Investment Advisory
New York
$1.86M +$129K +1,019 +7%
UAS
357
United Asset Strategies
New York
$1.86M -$87.8K -691 -4%
Brown Advisory
358
Brown Advisory
Maryland
$1.84M +$125K +986 +6%
DILIC
359
Dai-ichi Life Insurance Company
Japan
$1.83M
HT
360
Heritage Trust
Oklahoma
$1.82M -$18K -142 -0.9%
SDIC
361
South Dakota Investment Council
South Dakota
$1.8M -$394K -3,100 -16%
DC
362
Diametric Capital
Massachusetts
$1.8M +$1.59M +12,545 +355%
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$1.8M
PFO
364
Pathstone Family Office
New Jersey
$1.8M +$1.32M +10,413 +188%
BAMF
365
BI Asset Management Fondsmaeglerselskab
Denmark
$1.75M +$1.16M +9,110 +140%
Envestnet Portfolio Solutions
366
Envestnet Portfolio Solutions
Illinois
$1.74M +$1.97M +15,535 New
QT
367
Quantbot Technologies
New York
$1.73M +$1.96M +15,412 New
SAM
368
Simplify Asset Management
Nevada
$1.7M -$547K -4,309 -22%
IMCOOI
369
Investment Management Corp of Ontario (IMCO)
Canada
$1.69M +$579K +4,556 +43%
SAM
370
Securian Asset Management
Minnesota
$1.68M -$243K -1,913 -11%
FWTB
371
First Western Trust Bank
Colorado
$1.67M -$23.4K -184 -1%
ABC
372
Associated Banc-Corp
Wisconsin
$1.64M -$29.8K -235 -2%
WF
373
Welch & Forbes
Massachusetts
$1.64M -$100K -788 -5%
QCM
374
Quantinno Capital Management
New York
$1.64M -$496K -3,903 -21%
RGI
375
River Global Investors
United Kingdom
$1.62M -$263K -2,073 -13%

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.