We are live on ! Find out more
ZBH icon

Zimmer Biomet

919 hedge funds and large institutions have $19.6B invested in Zimmer Biomet in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 289 increasing their positions, 353 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $35.4M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

0.17% less ownership

Funds ownership: 89.68%89.51% (-0.17%)

0% less capital invested

Capital invested by funds: $19.7B → $19.6B (-$87.7M)

4% less funds holding

Funds holding: 956919 (-37)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 353

33% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 89

Holders
919
Holders Change
-37
Holders Change %
-3.87%
% of All Funds
15.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
60
Increased
289
Reduced
353
Closed
89
Calls
$81.3M
Puts
$35.4M
Net Calls
+$45.9M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
501
Aristotle Capital Management
California
$470K
CWM
502
C2C Wealth Management
Arizona
$469K -$77.7K -708 -14%
FWCM
503
Ferguson Wellman Capital Management
Oregon
$466K
RC
504
Rovin Capital
Arizona
$458K -$16.7K -152 -3%
AAS
505
Avantax Advisory Services
Texas
$457K +$99K +902 +26%
KA
506
Kovack Advisors
Florida
$455K -$988 -9 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
507
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$455K +$477K +4,349 New
ACA
508
Atlas Capital Advisors
Wyoming
$449K
DSC
509
Duncker Streett & Co
Missouri
$446K -$11.1K -101 -2%
CIM
510
CIM Investment Management
Pennsylvania
$445K
BSW
511
Buckingham Strategic Wealth
Missouri
$445K +$26.8K +244 +6%
SYBT
512
Stock Yards Bank & Trust
Kentucky
$441K -$32.7K -298 -7%
DIA
513
Dana Investment Advisors
Wisconsin
$439K -$37.2K -339 -7%
Simplex Trading
514
Simplex Trading
Illinois
$439K +$461K +4,204 New
LBC
515
Lawrence B. Cohen
$436K -$163K -1,486 -26%
CFMC
516
Curbstone Financial Management Corp
New Hampshire
$436K +$5.27K +48 +1%
IIM
517
InTrack Investment Management
Vermont
$435K -$48.5K -442 -10%
BP
518
Ballentine Partners
Massachusetts
$432K +$23.8K +217 +6%
CFFP
519
Center for Financial Planning
Michigan
$430K -$878 -8 -0.2%
Vontobel Holding
520
Vontobel Holding
Switzerland
$429K
GJIC
521
Gamble Jones Investment Counsel
California
$422K
MGP
522
Metis Global Partners
California
$422K +$37.9K +345 +9%
PCM
523
Prelude Capital Management
New York
$421K +$153K +1,396 +53%
PA
524
Probity Advisors
Texas
$419K -$25.1K -229 -5%
WTC
525
WhitTier Trust Company
Nevada
$416K +$127K +1,156 +41%

ZBH Hedge Fund Activity: Q3 2022 in Review

919 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2022, worth a combined $19.6B — down 0.44% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of ZBH and 60 opened new positions — a net loss of 29 holders — while 353 trimmed existing stakes and 289 added.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was JP Morgan Chase, cutting an estimated $368M.

  • 919 institutional investors held Zimmer Biomet (ZBH) as of Q3 2022, down from 956 in Q2 2022.
  • Funds reported $19.6B of Zimmer Biomet stock for Q3 2022, down 0.44% quarter-over-quarter.
  • 60 funds opened new Zimmer Biomet positions in Q3 2022 and 89 closed out, a net change of -29 holders.
  • The largest Zimmer Biomet buyer in Q3 2022 was Citadel Advisors, an estimated $237M added.
  • The largest Zimmer Biomet seller in Q3 2022 was JP Morgan Chase, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2022.