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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
BPA
426
Beacon Pointe Advisors
California
$1.13M +$249K +1,959 +24%
MTIC
427
Missouri Trust & Investment Company
Missouri
$1.13M -$21.6K -170 -2%
CAN
428
Cetera Advisor Networks
California
$1.12M -$300K -2,359 -19%
RBC
429
Romano Brothers & Co
Illinois
$1.11M
IBOK
430
Independence Bank of Kentucky
Kentucky
$1.11M -$53.1K -418 -4%
UBG
431
United Bank (Georgia)
Georgia
$1.1M +$35.7K +281 +3%
LAI
432
Legal Advantage Investments
California
$1.09M
FMTC
433
Farmers & Merchants Trust Company
California
$1.08M -$36.3K -286 -3%
EOJOAM
434
E. Ohman J:or Asset Management
Sweden
$1.08M
OAM
435
Ostrum Asset Management
France
$1.07M +$246K +1,935 +25%
WPW
436
Waldron Private Wealth
Pennsylvania
$1.07M +$5.46K +43 +0.5%
RWA
437
River Wealth Advisors
Pennsylvania
$1.07M -$265K -2,083 -18%
SWP
438
Stratos Wealth Partners
Ohio
$1.06M -$32K -252 -3%
PAG
439
Private Advisor Group
New Jersey
$1.06M -$3.68K -29 -0.3%
FT
440
Fiduciary Trust
Massachusetts
$1.06M -$45.7K -360 -4%
I
441
InceptionR
California
$1.05M +$1.19M +9,395 New
PAS
442
Park Avenue Securities
New York
$1.04M +$1.18M +9,293 New
WW
443
Waterfront Wealth
Kansas
$1.04M +$66K +520 +6%
RHJA
444
Rice Hall James & Associates
California
$1.03M
KeyBank National Association
445
KeyBank National Association
Ohio
$1.03M -$9.65K -76 -0.8%
TIAA Trust, National Association
446
TIAA Trust, National Association
North Carolina
$1.01M +$1.14M +8,993 New
RJT
447
Raymond James Trust
Florida
$996K -$1.4M -10,991 -55%
FMII
448
Farmers & Merchants Investments Inc
Nebraska
$986K +$854K +6,725 +326%
LP
449
LMR Partners
United Kingdom
$977K +$1.11M +8,709 New
Mercer Global Advisors
450
Mercer Global Advisors
Colorado
$977K -$138K -1,087 -11%

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.