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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
BCM
526
Boltwood Capital Management
California
$639K -$12.7K -100 -2%
CAM
527
Cubic Asset Management
Massachusetts
$635K -$77.5K -610 -10%
Wolverine Trading
528
Wolverine Trading
Illinois
$634K +$717K +5,649 New
SCM
529
Stevens Capital Management
Pennsylvania
$628K +$710K +5,594 New
GT
530
Glenview Trust
Kentucky
$624K
GBWM
531
Granite Bay Wealth Management
New Hampshire
$615K +$608K +4,788 New
BB
532
Busey Bank
Illinois
$604K -$1.02K -8 -0.1%
CIP
533
Capital Insight Partners
Arizona
$603K +$59.4K +468 +10%
CL
534
Choreo LLC
Illinois
$598K -$8.25K -65 -1%
BAM
535
Blueshift Asset Management
New Jersey
$597K +$675K +5,319 New
KCM
536
Kornitzer Capital Management
Kansas
$595K
API
537
Advisor Partners II
California
$588K +$34.5K +272 +5%
BBA
538
BLB&B Advisors
Pennsylvania
$586K -$4.45K -35 -0.7%
FCI
539
Financial Counselors Inc
Kansas
$584K -$6.35K -50 -1%
QI
540
Qtron Investments
Massachusetts
$582K
HCP
541
Holt Capital Partners
Texas
$579K -$1.91K -15 -0.3%
PCM
542
Prelude Capital Management
New York
$579K +$655K +5,156 New
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$567K +$1.78K +14 +0.3%
KS
544
Karpas Strategies
Connecticut
$557K
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$553K -$9.52K -75 -1%
HF
546
HRT Financial
New York
$552K +$625K +4,920 New
SWS
547
SYSTM Wealth Solutions
Illinois
$549K -$66.5K -524 -10%
Simplex Trading
548
Simplex Trading
Illinois
$549K -$438K -3,451 -41%
CSIC
549
Clifford Swan Investment Counsel
California
$546K
KOCAA
550
Knights of Columbus Asset Advisors
Connecticut
$543K +$280K +2,203 +84%

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.