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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
FMTC
401
Farmers & Merchants Trust Company
California
$1.45M +$49.1K +361 +4%
RBC
402
Romano Brothers & Co
Illinois
$1.44M -$17K -125 -1%
ATC
403
Argent Trust Co
Tennessee
$1.43M +$534K +3,931 +66%
RIL
404
Rothschild Investment LLC
Illinois
$1.43M +$19.6K +144 +1%
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$1.43M -$12.8K -94 -1%
FT
406
Fiduciary Trust
Massachusetts
$1.43M -$30.8K -227 -2%
VPIM
407
Vanguard Personalized Indexing Management
California
$1.43M +$169K +1,246 +15%
LAI
408
Legal Advantage Investments
California
$1.42M
SWP
409
Stratos Wealth Partners
Ohio
$1.42M +$27.9K +205 +2%
PP
410
Prudential plc
United Kingdom
$1.42M +$152K +1,118 +13%
SW
411
SVB Wealth
Massachusetts
$1.4M -$568K -4,176 -30%
CA
412
Clearstead Advisors
Ohio
$1.4M
EOJOAM
413
E. Ohman J:or Asset Management
Sweden
$1.4M
UBG
414
United Bank (Georgia)
Georgia
$1.39M -$99.1K -729 -7%
WPW
415
Waldron Private Wealth
Pennsylvania
$1.39M +$1.9K +14 +0.1%
PAG
416
Private Advisor Group
New Jersey
$1.36M +$12.4K +91 +1%
QC
417
Quadrature Capital
United Kingdom
$1.34M +$1.25M +9,224 New
KeyBank National Association
418
KeyBank National Association
Ohio
$1.34M +$12K +88 +1%
RHJA
419
Rice Hall James & Associates
California
$1.33M -$818K -6,020 -40%
LI
420
LMCG Investments
Massachusetts
$1.33M -$2.72K -20 -0.2%
MLICM
421
Metropolitan Life Insurance Company (MetLife)
New York
$1.32M -$40.4K -297 -3%
NA
422
NewEdge Advisors
Louisiana
$1.32M -$81.4K -599 -6%
WW
423
Waterfront Wealth
Kansas
$1.31M +$100K +736 +9%
SC
424
Shay Capital
New York
$1.31M +$1.22M +9,000 New
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$1.9K +14 +0.2%

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.