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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
FC
401
FORA Capital
Florida
$1.31M +$1.49M +11,700 New
AIM
402
Aigen Investment Management
New York
$1.3M +$1.47M +11,610 New
1SB
403
1ST Source Bank
Indiana
$1.3M -$79.8K -628 -5%
CWM
404
CIBC World Markets
New York
$1.29M -$2.91M -22,901 -67%
MML Investors Services
405
MML Investors Services
Massachusetts
$1.29M -$77.6K -611 -5%
GIM
406
Goelzer Investment Management
Indiana
$1.29M -$81.8K -644 -5%
NEI
407
Northwest & Ethical Investments
Ontario, Canada
$1.27M +$1.44M +11,335 New
CAM
408
Claret Asset Management
Quebec, Canada
$1.26M -$3.43K -27 -0.2%
CNBT
409
Cornerstone National Bank & Trust
Illinois
$1.26M +$1.42M +11,217 New
NSB
410
Norway Savings Bank
Maine
$1.25M +$95.9K +755 +7%
AIM
411
Aquila Investment Management
New York
$1.23M +$381K +3,000 +38%
VF
412
Virtu Financial
New York
$1.23M +$1.4M +10,999 New
JMPWA
413
JP Morgan Private Wealth Advisors
California
$1.23M -$72.3K -569 -5%
UCFA
414
United Capital Financial Advisors
Texas
$1.22M -$82.7K -651 -6%
VPIM
415
Vanguard Personalized Indexing Management
California
$1.22M +$135K +1,065 +11%
NMERB
416
New Mexico Educational Retirement Board
New Mexico
$1.21M +$76.2K +600 +6%
DADC
417
D.A. Davidson & Co
Montana
$1.18M +$37.3K +294 +3%
FCT
418
First Community Trust
Iowa
$1.17M -$1.91K -15 -0.1%
FWIA
419
Fort Washington Investment Advisors
Ohio
$1.17M
OQS
420
Occudo Quantitative Strategies
Florida
$1.15M +$1.3M +10,258 New
SIM
421
Studio Investment Management
Illinois
$1.15M -$361K -2,840 -22%
ATC
422
Argent Trust Co
Tennessee
$1.15M +$49.4K +389 +4%
SW
423
SVB Wealth
Massachusetts
$1.14M +$63.2K +498 +5%
RIL
424
Rothschild Investment LLC
Illinois
$1.14M +$38.1K +300 +3%
Two Sigma Investments
425
Two Sigma Investments
New York
$1.13M -$18.8M -148,367 -94%

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.