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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
Ameriprise
26
Ameriprise
Minnesota
$232M +$66.2M +487,347 +44%
Amundi
27
Amundi
France
$223M +$96.4M +709,384 +83%
Bank of America
28
Bank of America
North Carolina
$215M -$28.8M -212,106 -13%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$213M -$11.4M -83,993 -5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$205M +$6.77M +49,824 +4%
N
31
Nuveen
North Carolina
$190M +$14.7M +108,238 +9%
Charles Schwab
32
Charles Schwab
California
$180M -$369K -2,716 -0.2%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$177M -$834K -6,140 -0.5%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$175M +$2.64M +19,407 +2%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$172M +$7.63M +56,137 +5%
CCM
36
Camber Capital Management
Massachusetts
$153M -$27.2M -200,000 -16%
Millennium Management
37
Millennium Management
New York
$148M -$237M -1,747,099 -63%
NI
38
Nuance Investments
Missouri
$134M -$34.1M -250,876 -21%
Prudential Financial
39
Prudential Financial
New Jersey
$121M +$5.03M +37,049 +5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$110M -$10.2M -75,200 -9%
UBS AM
41
UBS AM
Illinois
$110M
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$108M +$55.7M +410,094 +125%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$92.8M +$13.6M +100,084 +19%
DLA
44
Douglas Lane & Associates
New York
$91.2M -$2.13M -15,685 -2%
Deutsche Bank
45
Deutsche Bank
Germany
$87.5M +$34.4M +253,074 +73%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$87.2M -$1.73M -12,752 -2%
PAM
47
Panagora Asset Management
Massachusetts
$85.6M +$49.8M +366,454 +165%
UBS Group
48
UBS Group
Switzerland
$83.6M +$30.7M +226,176 +65%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$83.6M -$3.32M -24,460 -4%
JIC
50
Johnson Investment Counsel
Ohio
$77.8M -$1.06M -7,834 -1%

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.