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Zimmer Biomet

919 hedge funds and large institutions have $19.6B invested in Zimmer Biomet in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 289 increasing their positions, 353 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $35.4M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

0.17% less ownership

Funds ownership: 89.68%89.51% (-0.17%)

0% less capital invested

Capital invested by funds: $19.7B → $19.6B (-$87.7M)

4% less funds holding

Funds holding: 956919 (-37)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 353

33% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 89

Holders
919
Holders Change
-37
Holders Change %
-3.87%
% of All Funds
15.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
60
Increased
289
Reduced
353
Closed
89
Calls
$81.3M
Puts
$35.4M
Net Calls
+$45.9M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$852K +$24K +219 +3%
WW
402
Waterfront Wealth
Kansas
$850K +$125K +1,140 +18%
UB
403
UMB Bank
Missouri
$838K -$103K -938 -10%
CAN
404
Cetera Advisor Networks
California
$837K +$81.6K +744 +10%
V
405
Veritable
Delaware
$821K +$28.8K +262 +3%
NMIMC
406
Northwestern Mutual Investment Management Company
Wisconsin
$815K -$64K -583 -7%
JG
407
Jefferies Group
New York
$810K +$850K +7,750 New
CSS
408
Cubist Systematic Strategies
Connecticut
$790K -$6.48M -59,023 -89%
Bessemer Group
409
Bessemer Group
New Jersey
$788K +$46.5K +424 +6%
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$786K +$39.4K +359 +5%
JWM
411
Jupiter Wealth Management
Colorado
$784K
CANC
412
Culbertson A N & Co
Virginia
$777K -$104K -946 -11%
SCA
413
Snowden Capital Advisors
New York
$775K +$178K +1,620 +28%
CSPAM
414
Cary Street Partners Asset Management
Virginia
$770K +$68.6K +625 +9%
HVP
415
Hudson Value Partners
Florida
$768K -$5.49K -50 -0.7%
PFM
416
Parsec Financial Management
North Carolina
$767K -$27.2K -248 -3%
RFC
417
Regions Financial Corp
Alabama
$755K +$25.7K +234 +3%
FHB
418
First Hawaiian Bank
Hawaii
$752K -$216K -1,970 -21%
Impax Asset Management Group
419
Impax Asset Management Group
United Kingdom
$750K -$17.1K -156 -2%
VPIM
420
Vanguard Personalized Indexing Management
California
$748K +$253K +2,303 +47%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$742K -$46.9K -427 -6%
NB
422
Nicolet Bankshares
Wisconsin
$741K -$9.22K -84 -1%
FTDI
423
First Trust Direct Indexing
Massachusetts
$724K -$988 -9 -0.1%
Fisher Asset Management
424
Fisher Asset Management
Washington
$723K +$2.31K +21 +0.3%
PI
425
PEAK6 Investments
Illinois
$723K +$759K +6,913 New

ZBH Hedge Fund Activity: Q3 2022 in Review

919 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2022, worth a combined $19.6B — down 0.44% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of ZBH and 60 opened new positions — a net loss of 29 holders — while 353 trimmed existing stakes and 289 added.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was JP Morgan Chase, cutting an estimated $368M.

  • 919 institutional investors held Zimmer Biomet (ZBH) as of Q3 2022, down from 956 in Q2 2022.
  • Funds reported $19.6B of Zimmer Biomet stock for Q3 2022, down 0.44% quarter-over-quarter.
  • 60 funds opened new Zimmer Biomet positions in Q3 2022 and 89 closed out, a net change of -29 holders.
  • The largest Zimmer Biomet buyer in Q3 2022 was Citadel Advisors, an estimated $237M added.
  • The largest Zimmer Biomet seller in Q3 2022 was JP Morgan Chase, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2022.