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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
IGWM
551
ICA Group Wealth Management
Colorado
$361K
SIA
552
Schechter Investment Advisors
Michigan
$360K +$20K +182 +6%
EWM
553
Evercore Wealth Management
New York
$358K +$8.78K +80 +2%
IAP
554
Indie Asset Partners
Indiana
$356K
I2I
555
Insight 2811 Inc
Illinois
$355K +$11K +100 +3%
ESCM
556
Echo Street Capital Management
New York
$354K -$169K -1,538 -31%
FNBTCON
557
First National Bank & Trust Co of Newtown
Pennsylvania
$348K
MCM
558
MAI Capital Management
Ohio
$347K -$98.4K -897 -21%
DI
559
Diligent Investors
California
$345K
SFG
560
SevenBridge Financial Group
Pennsylvania
$345K +$5.49K +50 +2%
CCG
561
Chatham Capital Group
Georgia
$343K
SBL
562
Sargent Bickham Lagudis
Colorado
$343K +$2.85K +26 +0.8%
CAAS
563
Capital Asset Advisory Services
Michigan
$342K -$38K -346 -10%
MIM
564
Meixler Investment Management
Arizona
$339K -$5.16K -47 -1%
LJAC
565
L.J. Altfest & Co
New York
$339K +$140K +1,280 +65%
PA
566
Profund Advisors
Maryland
$337K -$26K -237 -7%
WJWM
567
Williams Jones Wealth Management
New York
$335K
CWM
568
CIBC World Markets
New York
$333K -$1.26M -11,447 -78%
RA
569
RFG Advisory
Alabama
$333K -$147K -1,339 -30%
BB
570
Berkshire Bank
Massachusetts
$332K
Assenagon Asset Management
571
Assenagon Asset Management
Luxembourg
$330K +$225K +2,046 +184%
BS
572
Boenning & Scattergood
Pennsylvania
$326K +$2.96K +27 +0.9%
TMAM
573
Tokio Marine Asset Management
Japan
$326K +$15.6K +142 +5%
RP
574
Riverwater Partners
Wisconsin
$324K +$55K +501 +19%
Luther King Capital Management (LKCM)
575
Luther King Capital Management (LKCM)
Texas
$323K

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.