We are live on ! Find out more
ZBH icon

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
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$854K +$15.5K +122 +2%
WANY
477
Wealthspire Advisors (New York)
New York
$850K +$962K +7,576 New
GWI
478
Grace & White Inc
New York
$842K
NA
479
NewEdge Advisors
Louisiana
$834K -$204K -1,605 -18%
CIBC World Market
480
CIBC World Market
Ontario, Canada
$829K +$31.6K +249 +3%
Wealthfront Advisers
481
Wealthfront Advisers
California
$823K -$132K -1,042 -12%
DFCM
482
Dark Forest Capital Management
Puerto Rico
$819K +$927K +7,302 New
CSPAM
483
Cary Street Partners Asset Management
Virginia
$818K +$122K +958 +15%
QIM
484
Quantitative Investment Management
Virginia
$817K +$925K +7,282 New
BCI
485
Brinker Capital Investments
Pennsylvania
$815K -$78.7K -620 -8%
OPS
486
Orion Portfolio Solutions
Nebraska
$815K -$78.7K -620 -8%
EF
487
Empirical Finance
Pennsylvania
$808K +$83.7K +659 +10%
CCIA
488
Campbell & Co Investment Adviser
Maryland
$790K +$236K +1,860 +36%
FHB
489
First Hawaiian Bank
Hawaii
$788K +$37.6K +296 +4%
WSFS
490
Wilmington Savings Fund Society
Delaware
$782K +$7.49K +59 +0.9%
TC
491
Toews Corporation
New Jersey
$774K +$876K +6,900 New
DWP
492
Daymark Wealth Partners
Ohio
$773K +$512K +4,030 +141%
NB
493
Nicolet Bankshares
Wisconsin
$770K -$480K -3,782 -36%
VIM
494
Vinva Investment Management
Australia
$767K -$148K -1,164 -15%
AAM
495
Azzad Asset Management
Virginia
$766K +$190K +1,495 +28%
HNB
496
Huntington National Bank
Ohio
$763K -$12.7K -100 -1%
MCM
497
Mill Capital Management
North Carolina
$759K
CWM
498
C2C Wealth Management
Arizona
$756K -$63.5K -500 -7%
PI
499
Pettee Investors
Connecticut
$753K -$82.5K -650 -9%
AAM
500
AR Asset Management
California
$752K

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.