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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
CI Investments Inc
526
CI Investments Inc
Ontario, Canada
$681K +$310K +2,282 +95%
HWP
527
Highline Wealth Partners
California
$675K
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$673K -$3.4K -25 -0.5%
Bessemer Group
529
Bessemer Group
New Jersey
$667K +$115K +844 +23%
LG
530
LaFleur & Godfrey
Michigan
$666K
Vontobel Holding
531
Vontobel Holding
Switzerland
$661K +$73K +537 +13%
DWT
532
Dorsey & Whitney Trust
South Dakota
$656K -$55.7K -410 -8%
IFU
533
iSAM Funds (UK)
United Kingdom
$653K +$378K +2,784 +163%
KPWS
534
Kestra Private Wealth Services
Texas
$652K -$42.1K -310 -6%
CC
535
Courier Capital
New York
$649K -$136K -1,000 -18%
MC
536
McMorgan & Co
California
$645K -$6.25K -46 -1%
BSW
537
Buckingham Strategic Wealth
Missouri
$642K +$36.7K +270 +7%
SBH
538
Segall Bryant & Hamill
Illinois
$639K -$1.36K -10 -0.2%
CIM
539
CIM Investment Management
Pennsylvania
$635K +$1.5K +11 +0.3%
ACA
540
Atlas Capital Advisors
Wyoming
$626K
SPC
541
Sigma Planning Corp
Michigan
$622K -$33.4K -246 -5%
KA
542
Kovack Advisors
Florida
$619K
FWCM
543
Ferguson Wellman Capital Management
Oregon
$614K -$37K -272 -6%
EM
544
ELCO Management
New York
$612K
DSC
545
Duncker Streett & Co
Missouri
$607K -$544 -4 -0.1%
LBC
546
Lawrence B. Cohen
$601K
CFMC
547
Curbstone Financial Management Corp
New Hampshire
$593K
KWM
548
Kingsview Wealth Management
Oregon
$593K +$34.4K +253 +7%
FLPIM
549
F.L. Putnam Investment Management
Massachusetts
$592K +$63.6K +468 +13%
GIA
550
Guyasuta Investment Advisors
Pennsylvania
$589K

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.