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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
Amundi
26
Amundi
France
$169M +$6.2M +48,849 +3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$163M +$5.02M +39,549 +3%
UBS AM
28
UBS AM
Illinois
$160M +$72.4M +570,116 +67%
Bank of America
29
Bank of America
North Carolina
$139M -$30.4M -239,618 -16%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$135M +$196K +1,545 +0.1%
Charles Schwab
31
Charles Schwab
California
$135M -$3.79M -29,850 -2%
Holocene Advisors
32
Holocene Advisors
New York
$135M +$153M +1,201,720 New
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$135M -$2.08M -16,380 -1%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$129M -$3.97M -31,262 -3%
Franklin Resources
35
Franklin Resources
California
$123M -$395M -3,110,332 -74%
MF
36
Magnetar Financial
Illinois
$123M +$99.6M +784,219 +251%
Barclays
37
Barclays
United Kingdom
$120M +$76.8M +604,652 +129%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$116M -$55M -433,439 -30%
NI
39
Nuance Investments
Missouri
$109M +$6.52M +51,306 +6%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$107M +$90M +708,342 +293%
N
41
Nuveen
North Carolina
$105M -$46.8M -368,152 -28%
Ameriprise
42
Ameriprise
Minnesota
$104M -$84.9M -668,799 -42%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$99.9M -$94.6M -744,884 -46%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$77.6M +$6.76M +53,250 +8%
Swiss National Bank
45
Swiss National Bank
Switzerland
$75.4M -$10.8M -85,400 -11%
Deutsche Bank
46
Deutsche Bank
Germany
$70.6M +$3.62M +28,496 +5%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$68.2M +$1.13M +8,890 +1%
DLA
48
Douglas Lane & Associates
New York
$67.8M -$2.8M -22,027 -4%
PAM
49
Panagora Asset Management
Massachusetts
$65.5M -$552K -4,346 -0.7%
WP
50
Woodline Partners
California
$62.5M +$23M +181,116 +48%

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.