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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
TMAM
501
Tokio Marine Asset Management
Japan
$751K +$147K +1,161 +21%
CG
502
Colony Group
Massachusetts
$749K -$3.03M -23,840 -78%
NMIMC
503
Northwestern Mutual Investment Management Company
Wisconsin
$740K +$2.03K +16 +0.2%
BAM
504
Beaumont Asset Management
Texas
$737K -$806K -6,349 -49%
SWM
505
SeaCrest Wealth Management
New York
$732K -$381 -3 -0%
GT
506
Greenleaf Trust
Michigan
$716K -$59.6K -469 -7%
LBC
507
Lowe Brockenbrough & Co
Virginia
$705K -$24.8K -195 -3%
TCOT
508
Trust Company of Toledo
Ohio
$704K +$1.65K +13 +0.2%
RFC
509
Regions Financial Corp
Alabama
$696K -$42K -331 -5%
KAS
510
Kestra Advisory Services
Texas
$694K +$104K +820 +15%
NB
511
NBT Bank
New York
$691K +$13.6K +107 +2%
ASN
512
Advisory Services Network
Georgia
$686K +$138K +1,083 +22%
DC
513
Davenport & Co
Virginia
$683K +$54.4K +428 +8%
TPCW
514
TD Private Client Wealth
New York
$677K -$154K -1,216 -17%
GCM
515
Graham Capital Management
Connecticut
$668K +$554K +4,365 +275%
BCM
516
Brookstone Capital Management
Illinois
$666K -$4.14M -32,571 -84%
AAM
517
Advisors Asset Management
Colorado
$657K +$744K +5,855 New
SPC
518
Sigma Planning Corp
Michigan
$657K +$200K +1,578 +37%
MM
519
MQS Management
New York
$652K +$738K +5,811 New
JWBC
520
J.W. Burns & Co
New York
$651K
HCM
521
Highlander Capital Management
New Jersey
$650K
CANC
522
Culbertson A N & Co
Virginia
$645K -$33K -260 -4%
NICM
523
Neo Ivy Capital Management
New York
$641K +$725K +5,712 New
Fisher Asset Management
524
Fisher Asset Management
Washington
$641K -$254 -2 -0%
UB
525
UMB Bank
Missouri
$640K +$3.81K +30 +0.5%

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.