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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
TAM
376
Tocqueville Asset Management
New York
$1.61M +$8.38K +66 +0.5%
LI
377
LMCG Investments
Massachusetts
$1.6M +$656K +5,162 +57%
HIMCH
378
Hartford Investment Management Co (HIMCO)
Connecticut
$1.6M -$50.9K -401 -3%
CGH
379
Crossmark Global Holdings
Texas
$1.59M -$86.4K -680 -5%
ACM
380
Ardent Capital Management
Ohio
$1.58M +$370K +2,910 +26%
BAM
381
Belpointe Asset Management
Nevada
$1.58M +$28.6K +225 +2%
DTL
382
Dynamic Technology Lab
Singapore
$1.57M +$940K +7,403 +113%
CNC
383
Citizens & Northern Corp
Pennsylvania
$1.55M +$26.7K +210 +2%
GIP
384
Greatmark Investment Partners
Georgia
$1.55M +$46.4K +365 +3%
DIA
385
Dean Investment Associates
Ohio
$1.51M +$387K +3,046 +29%
MGP
386
Metis Global Partners
California
$1.46M +$284K +2,234 +21%
Wealth Enhancement Advisory Services
387
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$1.65M +13,013 New
GLA
388
Good Life Advisors
Pennsylvania
$1.45M +$1.64M +12,946 New
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$1.45M
GHAM
390
Gilman Hill Asset Management
Connecticut
$1.45M +$22.2K +175 +1%
SPA
391
Sherbrooke Park Advisers
New York
$1.43M +$1.26M +9,952 +355%
Cambridge Investment Research Advisors
392
Cambridge Investment Research Advisors
Iowa
$1.42M -$72.4K -570 -4%
VRS
393
Virginia Retirement Systems
Virginia
$1.42M -$25.4K -200 -2%
EIP
394
Epoch Investment Partners
New York
$1.42M
SCM
395
Silvant Capital Management
Georgia
$1.39M
Cerity Partners
396
Cerity Partners
New York
$1.38M -$2.06M -16,232 -57%
RSVP
397
Ramsay Stattman Vela & Price
Colorado
$1.36M -$72.4K -570 -4%
Tudor Investment Corp
398
Tudor Investment Corp
Connecticut
$1.36M +$1.33M +10,455 +638%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$1.35M +$244K +1,923 +19%
SC
400
Scotia Capital
Ontario, Canada
$1.33M +$34.3K +270 +2%

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.