Zimmer Biomet
1,030 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 279 increasing their positions, 429 reducing their positions, and 97 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
29% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 97
10% more capital invested
Capital invested by funds: $20.6B → $22.5B (+$1.96B)
1% more funds holding
Funds holding: 1,016 → 1,030 (+14)
0.98% more ownership
Funds ownership: 87.6% → 88.58% (+0.98%)
14% less call options, than puts
Call options by funds: $102M | Put options by funds: $118M
35% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 429
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$742M |
| 2 |
Morgan Stanley
New York
|
+$344M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$163M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$119M |
| 5 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$327M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$211M |
| 3 |
Holocene Advisors
New York
|
-$129M |
| 4 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$109M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$102M |
ZBH Hedge Fund Activity: Q4 2023 in Review
1,030 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2023, worth a combined $22.5B — up 9.5% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new ZBH positions and 97 closed out — a net gain of 28 holders — while 279 added to existing stakes and 429 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $742M. The largest seller was BlackRock, cutting an estimated $327M.
- 1,030 institutional investors held Zimmer Biomet (ZBH) as of Q4 2023, up from 1,016 in Q3 2023.
- Funds reported $22.5B of Zimmer Biomet stock for Q4 2023, up 9.5% quarter-over-quarter.
- 125 funds opened new Zimmer Biomet positions in Q4 2023 and 97 closed out, a net change of +28 holders.
- The largest Zimmer Biomet buyer in Q4 2023 was Dodge & Cox, an estimated $742M added.
- The largest Zimmer Biomet seller in Q4 2023 was BlackRock, an estimated $327M sold.
Based on aggregated 13F filings for Q4 2023.