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Zimmer Biomet

1,027 hedge funds and large institutions have $19.2B invested in Zimmer Biomet in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 303 increasing their positions, 376 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 85

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

5% more funds holding

Funds holding: 9811,027 (+46)

2.63% more ownership

Funds ownership: 88.95%91.58% (+2.6%)

1% less capital invested

Capital invested by funds: $19.5B → $19.2B (-$271M)

19% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 376

26% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $84M

Holders
1,027
Holders Change
+46
Holders Change %
+4.69%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
151
Increased
303
Reduced
376
Closed
85
Calls
$62.5M
Puts
$84M
Net Calls
-$21.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
426
Sound View Wealth Advisors Group
Georgia
$918K -$6.54K -61 -0.7%
OAC
427
OMERS Administration Corp
Ontario, Canada
$917K +$155K +1,443 +20%
BCM
428
Brookstone Capital Management
Illinois
$906K +$235K +2,193 +34%
NSB
429
Norway Savings Bank
Maine
$905K -$52.1K -486 -5%
RGC
430
Roberts, Glore & Co
Illinois
$903K -$49.4K -460 -5%
CSP
431
Cary Street Partners
Virginia
$899K +$913K +8,513 New
MWM
432
Meridian Wealth Management
Kentucky
$888K -$107 -1 -0%
AI
433
Atria Investments
North Carolina
$883K +$314K +2,929 +54%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$882K +$52.8K +492 +6%
SPIA
435
Steward Partners Investment Advisory
New York
$881K -$1.12M -10,457 -56%
Envestnet Portfolio Solutions
436
Envestnet Portfolio Solutions
Illinois
$871K -$29.5K -275 -3%
GF
437
Gries Financial
Ohio
$866K +$879K +8,196 New
BIP
438
Brandes Investment Partners
California
$858K +$243K +2,268 +39%
BPA
439
Beacon Pointe Advisors
California
$854K -$48K -447 -5%
NB
440
Norinchukin Bank
Japan
$841K +$4.29K +40 +0.5%
SLT
441
St Louis Trust
Missouri
$840K
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$834K +$100K +932 +13%
NBT
443
Northwest Bank & Trust
Iowa
$806K +$3.54K +33 +0.5%
WANY
444
Wealthspire Advisors (New York)
New York
$803K -$122K -1,137 -13%
1SB
445
1ST Source Bank
Indiana
$795K -$15.1K -141 -2%
GWI
446
Grace & White Inc
New York
$792K
First Manhattan
447
First Manhattan
New York
$792K -$12.9K -120 -2%
TCOT
448
Trust Company of Toledo
Ohio
$783K -$49.7K -463 -6%
JG
449
Jain Global
New York
$780K +$792K +7,384 New
DWP
450
Daymark Wealth Partners
Ohio
$775K +$9.55K +89 +1%

ZBH Hedge Fund Activity: Q4 2024 in Review

1,027 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2024, worth a combined $19.2B — down 1.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ZBH positions and 85 closed out — a net gain of 66 holders — while 303 added to existing stakes and 376 trimmed.

The largest buyer was Franklin Resources, adding an estimated $300M. The largest seller was Victory Capital Management, cutting an estimated $332M.

  • 1,027 institutional investors held Zimmer Biomet (ZBH) as of Q4 2024, up from 981 in Q3 2024.
  • Funds reported $19.2B of Zimmer Biomet stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 151 funds opened new Zimmer Biomet positions in Q4 2024 and 85 closed out, a net change of +66 holders.
  • The largest Zimmer Biomet buyer in Q4 2024 was Franklin Resources, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q4 2024 was Victory Capital Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2024.