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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
CAN
376
Cetera Advisor Networks
California
$1.8M +$58.3K +429 +4%
1SB
377
1ST Source Bank
Indiana
$1.78M -$18.6K -137 -1%
MML Investors Services
378
MML Investors Services
Massachusetts
$1.77M +$900K +6,619 +120%
GIM
379
Goelzer Investment Management
Indiana
$1.76M -$101K -743 -6%
SIP
380
Stoneridge Investment Partners
Pennsylvania
$1.69M -$2.61M -19,206 -62%
RWA
381
River Wealth Advisors
Pennsylvania
$1.69M -$92.5K -681 -6%
SC
382
Scotia Capital
Ontario, Canada
$1.69M -$196K -1,442 -11%
UCFA
383
United Capital Financial Advisors
Texas
$1.68M -$76.1K -560 -5%
JMPWA
384
JP Morgan Private Wealth Advisors
California
$1.68M -$938K -6,900 -37%
MOS
385
MGO One Seven
Ohio
$1.65M +$9.65K +71 +0.6%
CAM
386
Claret Asset Management
Quebec, Canada
$1.64M -$36.7K -270 -2%
ACM
387
Ardent Capital Management
Ohio
$1.63M -$17K -125 -1%
Rockefeller Capital Management
388
Rockefeller Capital Management
New York
$1.62M +$383K +2,816 +34%
MGP
389
Metis Global Partners
California
$1.57M +$420K +3,093 +40%
IMCOOI
390
Investment Management Corp of Ontario (IMCO)
Canada
$1.53M +$1.42M +10,485 New
FCT
391
First Community Trust
Iowa
$1.53M +$11.8K +87 +0.8%
V
392
Veritable
Delaware
$1.53M +$308K +2,268 +28%
FWIA
393
Fort Washington Investment Advisors
Ohio
$1.52M
NSB
394
Norway Savings Bank
Maine
$1.51M +$23.1K +170 +2%
DIA
395
Dean Investment Associates
Ohio
$1.51M -$38.9K -286 -3%
IBOK
396
Independence Bank of Kentucky
Kentucky
$1.5M -$280K -2,058 -17%
MTIC
397
Missouri Trust & Investment Company
Missouri
$1.49M +$109K +803 +9%
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$1.49M +$67.9K +500 +5%
DADC
399
D.A. Davidson & Co
Montana
$1.48M -$9.92K -73 -0.7%
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$1.47M +$972K +7,151 +241%

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.