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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
Charles Schwab
26
Charles Schwab
California
$133M -$207K -1,752 -0.1%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$128M +$794K +6,738 +0.6%
SCM
28
Shapiro Capital Management
Georgia
$112M +$12.6M +106,855 +12%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$109M -$75.5M -640,178 -39%
Franklin Resources
30
Franklin Resources
California
$109M -$3.76M -31,892 -3%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$109M -$1.19M -10,113 -1%
Bank of America
32
Bank of America
North Carolina
$107M -$18.2M -154,399 -14%
AllianceBernstein
33
AllianceBernstein
Tennessee
$105M -$11.7M -99,035 -9%
Ameriprise
34
Ameriprise
Minnesota
$102M +$4.61M +39,080 +4%
WP
35
Woodline Partners
California
$99.5M +$218K +1,852 +0.2%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$98.9M -$3.85M -32,660 -3%
N
37
Nuveen
North Carolina
$83.7M +$15.8M +133,644 +21%
Deutsche Bank
38
Deutsche Bank
Germany
$82.1M +$3.34M +28,315 +4%
Barclays
39
Barclays
United Kingdom
$76.1M -$2.05M -17,372 -2%
CCM
40
Causeway Capital Management
California
$71.7M +$18.2M +154,551 +31%
SEI Investments
41
SEI Investments
Pennsylvania
$71.7M +$6.8M +57,702 +10%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$70.5M -$29.2M -247,505 -28%
Swiss National Bank
43
Swiss National Bank
Switzerland
$65.9M -$2.19M -18,600 -3%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$63.8M -$23.4M -198,241 -25%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$62.7M +$19.6M +166,172 +40%
JIC
46
Johnson Investment Counsel
Ohio
$60.6M -$273K -2,317 -0.4%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$53.2M +$44.3M +375,929 +329%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$52.9M -$1.05M -8,910 -2%
Man Group
49
Man Group
United Kingdom
$51.2M +$40.1M +340,305 +259%
UBS Group
50
UBS Group
Switzerland
$49.4M -$10.9M -92,053 -17%

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.