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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
BB
501
Busey Bank
Illinois
$785K -$1.22K -9 -0.2%
CBTWT
502
Community Bank & Trust (Waco, Texas)
Texas
$782K +$267K +1,963 +58%
KAS
503
Kestra Advisory Services
Texas
$782K +$5.84K +43 +0.8%
AAM
504
Azzad Asset Management
Virginia
$776K +$5.44K +40 +0.8%
KCM
505
Kornitzer Capital Management
Kansas
$772K +$74.7K +550 +12%
FCI
506
Financial Counselors Inc
Kansas
$765K -$44.4K -327 -6%
BBA
507
BLB&B Advisors
Pennsylvania
$765K -$4.62K -34 -0.6%
QI
508
Qtron Investments
Massachusetts
$756K +$209K +1,536 +42%
CCIA
509
Campbell & Co Investment Adviser
Maryland
$755K +$308K +2,265 +78%
HCP
510
Holt Capital Partners
Texas
$753K +$13.6K +100 +2%
ECM
511
Everence Capital Management
Indiana
$751K
PGFC
512
Peapack-Gladstone Financial Corp
New Jersey
$734K
ASN
513
Advisory Services Network
Georgia
$732K +$30.3K +223 +5%
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$729K -$7.75K -57 -1%
API
515
Advisor Partners II
California
$724K +$63.1K +464 +10%
KS
516
Karpas Strategies
Connecticut
$722K
VI
517
Vestcor Inc
New Brunswick, Canada
$721K
MIA
518
MainStreet Investment Advisors
Illinois
$721K +$5.71K +42 +0.9%
CIP
519
Capital Insight Partners
Arizona
$714K +$60.9K +448 +10%
PK
520
Pflug Koory
Nebraska
$708K
CSIC
521
Clifford Swan Investment Counsel
California
$708K -$13.6K -100 -2%
4WM
522
44 Wealth Management
Oregon
$702K -$114K -838 -15%
FBC
523
Fairfield, Bush & Co
Connecticut
$687K
Impax Asset Management Group
524
Impax Asset Management Group
United Kingdom
$685K -$68.2K -502 -10%
AWS
525
AJ Wealth Strategies
New York
$684K +$7.75K +57 +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.