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Zimmer Biomet

1,005 hedge funds and large institutions have $20.2B invested in Zimmer Biomet in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 401 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 85

0.1% more ownership

Funds ownership: 90.36%90.46% (+0.1%)

1% less funds holding

Funds holding: 1,0111,005 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

17% less capital invested

Capital invested by funds: $24.4B → $20.2B (-$4.25B)

23% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 401

38% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $73.6M

Holders
1,005
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
94
Increased
308
Reduced
401
Closed
85
Calls
$45.4M
Puts
$73.6M
Net Calls
-$28.1M
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
451
Sound View Wealth Advisors Group
Georgia
$822K -$64.4K -546 -7%
GWI
452
Grace & White Inc
New York
$814K
FT
453
Fiduciary Trust
Massachusetts
$804K
MWM
454
Modera Wealth Management
New Jersey
$801K +$236 +2 +0%
WPW
455
Waldron Private Wealth
Pennsylvania
$798K -$9.08K -77 -1%
UCFA
456
United Capital Financial Advisors
Texas
$797K -$45.1K -383 -5%
DWP
457
Daymark Wealth Partners
Ohio
$796K +$943 +8 +0.1%
CSPAM
458
Cary Street Partners Asset Management
Virginia
$787K
OAC
459
OMERS Administration Corp
Ontario, Canada
$786K +$854K +7,241 New
RIL
460
Rothschild Investment LLC
Illinois
$782K -$37.5K -318 -4%
NBT
461
Northwest Bank & Trust
Iowa
$770K -$58.9K -500 -7%
NB
462
Norinchukin Bank
Japan
$766K -$24.2K -205 -3%
EF
463
Empirical Finance
Pennsylvania
$762K -$57.4K -487 -6%
IFU
464
iSAM Funds (UK)
United Kingdom
$760K +$826K +7,005 New
DM
465
Deerfield Management
New York
$759K +$354K +3,005 +75%
OAM
466
Oppenheimer Asset Management
New York
$755K -$14K -119 -2%
BHCM
467
Brevan Howard Capital Management
Jersey
$751K +$816K +6,920 New
FTDI
468
First Trust Direct Indexing
Massachusetts
$748K -$74.3K -630 -8%
AAM
469
Azzad Asset Management
Virginia
$746K +$3.89K +33 +0.5%
QCM
470
QRG Capital Management
Illinois
$742K -$35.1K -298 -4%
NIM
471
NEOS Investment Management
Connecticut
$736K +$235K +1,992 +42%
NB
472
Nicolet Bankshares
Wisconsin
$735K -$46.3K -393 -5%
MCM
473
Mill Capital Management
North Carolina
$734K
First Manhattan
474
First Manhattan
New York
$731K +$9.43K +80 +1%
HPC
475
HM Payson & Co
Maine
$730K -$12K -102 -1%

ZBH Hedge Fund Activity: Q2 2024 in Review

1,005 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2024, worth a combined $20.2B — down 17% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZBH positions and 85 closed out — a net gain of 9 holders — while 308 added to existing stakes and 401 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $220M. The largest seller was Millennium Management, cutting an estimated $160M.

  • 1,005 institutional investors held Zimmer Biomet (ZBH) as of Q2 2024, down from 1,011 in Q1 2024.
  • Funds reported $20.2B of Zimmer Biomet stock for Q2 2024, down 17% quarter-over-quarter.
  • 94 funds opened new Zimmer Biomet positions in Q2 2024 and 85 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q2 2024 was T. Rowe Price Associates, an estimated $220M added.
  • The largest Zimmer Biomet seller in Q2 2024 was Millennium Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2024.