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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
TF
426
TIAA FSB
Florida
$1.28M -$216K -1,592 -15%
BG
427
Bahl & Gaynor
Ohio
$1.27M -$2.17K -16 -0.2%
SBIA
428
Sheaff Brock Investment Advisors
Indiana
$1.26M +$1.18M +8,674 New
GP
429
Girard Partners
Pennsylvania
$1.26M
RGC
430
Roberts, Glore & Co
Illinois
$1.26M +$679 +5 +0.1%
MWM
431
Meridian Wealth Management
Kentucky
$1.24M -$12.9K -95 -1%
IIM
432
INTECH Investment Management
Florida
$1.24M -$4.49M -33,060 -80%
MWM
433
Modera Wealth Management
New Jersey
$1.24M +$1.15M +8,497 New
OAM
434
Oppenheimer Asset Management
New York
$1.23M -$615K -4,527 -35%
FTDI
435
First Trust Direct Indexing
Massachusetts
$1.23M +$68.2K +502 +6%
EIM
436
Essex Investment Management
Massachusetts
$1.22M +$1.14M +8,409 New
Wealthfront Advisers
437
Wealthfront Advisers
California
$1.22M +$4.08K +30 +0.4%
Simplex Trading
438
Simplex Trading
Illinois
$1.22M -$253K -1,860 -18%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$815 +6 +0.1%
BPA
440
Beacon Pointe Advisors
California
$1.18M -$131K -961 -11%
CIC
441
Crawford Investment Counsel
Georgia
$1.18M +$32.6K +240 +3%
AIM
442
Aquila Investment Management
New York
$1.16M
CPIA
443
Cornell Pochily Investment Advisors
New York
$1.16M +$121K +888 +12%
Squarepoint
444
Squarepoint
New York
$1.16M +$1.09M +7,993 New
VIM
445
Vinva Investment Management
Australia
$1.16M +$72.4K +533 +7%
SLT
446
St Louis Trust
Missouri
$1.16M
TRCT
447
Tower Research Capital (TRC)
New York
$1.15M +$477K +3,509 +80%
BCI
448
Brinker Capital Investments
Pennsylvania
$1.15M -$49.7K -366 -4%
OPS
449
Orion Portfolio Solutions
Nebraska
$1.15M -$49.7K -366 -4%
GS
450
GTS Securities
New York
$1.13M +$1.05M +7,730 New

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.