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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
OAM
451
Ostrum Asset Management
France
$1.11M +$951 +7 +0.1%
BMSSC
452
B. Metzler seel. Sohn & Co
Germany
$1.11M +$409K +3,009 +65%
HCM
453
HMS Capital Management
Tennessee
$1.11M +$1.04M +7,620 New
GWI
454
Grace & White Inc
New York
$1.09M +$679K +5,000 +200%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09M +$2.72K +20 +0.3%
NBT
456
Northwest Bank & Trust
Iowa
$1.09M +$1.01M +7,457 New
SVWAG
457
Sound View Wealth Advisors Group
Georgia
$1.08M -$15.4K -113 -2%
SCA
458
Snowden Capital Advisors
New York
$1.07M -$112K -825 -10%
PI
459
Pettee Investors
Connecticut
$1.07M
ATPW
460
Ashton Thomas Private Wealth
Arizona
$1.06M +$375K +2,763 +61%
TPCW
461
TD Private Client Wealth
New York
$1.06M -$112K -823 -10%
CIBC World Market
462
CIBC World Market
Ontario, Canada
$1.04M +$2.31K +17 +0.2%
XT
463
XTX Topco
Cayman Islands
$1.03M +$204K +1,499 +27%
CWM
464
C2C Wealth Management
Arizona
$1.03M +$20.4K +150 +2%
WSFS
465
Wilmington Savings Fund Society
Delaware
$1.01M +$7.88K +58 +0.8%
HNB
466
Huntington National Bank
Ohio
$1M +$141K +1,035 +18%
NB
467
Nicolet Bankshares
Wisconsin
$1,000K +$549K +4,039 +61%
GT
468
Greenleaf Trust
Michigan
$997K -$31.5K -232 -3%
MCM
469
Mill Capital Management
North Carolina
$984K +$62.9K +463 +7%
FHB
470
First Hawaiian Bank
Hawaii
$979K
AAM
471
AR Asset Management
California
$976K
HPC
472
HM Payson & Co
Maine
$960K -$6.79K -50 -0.8%
NMIMC
473
Northwestern Mutual Investment Management Company
Wisconsin
$958K -$2.31K -17 -0.3%
DTL
474
Dynamic Technology Lab
Singapore
$955K -$1.96M -14,410 -69%
EF
475
Empirical Finance
Pennsylvania
$952K +$99.1K +729 +13%

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.