We are live on ! Find out more
ZBH icon

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
DWT
551
Dorsey & Whitney Trust
South Dakota
$540K +$38.6K +304 +7%
First Eagle Investment Management
552
First Eagle Investment Management
New York
$535K +$122K +963 +25%
MIA
553
MainStreet Investment Advisors
Illinois
$533K -$25.3K -199 -4%
Vontobel Holding
554
Vontobel Holding
Switzerland
$530K +$23.2K +183 +4%
ATPW
555
Ashton Thomas Private Wealth
Arizona
$525K -$334K -2,632 -36%
ESCM
556
Echo Street Capital Management
New York
$524K +$593K +4,673 New
HWP
557
Highline Wealth Partners
California
$520K
KPWS
558
Kestra Private Wealth Services
Texas
$513K +$11.6K +91 +2%
LG
559
LaFleur & Godfrey
Michigan
$512K -$2.03K -16 -0.3%
BSW
560
Buckingham Strategic Wealth
Missouri
$504K +$10.5K +83 +2%
CC
561
Courier Capital
New York
$500K
FA
562
FDx Advisors
Illinois
$498K +$371K +2,923 +193%
MC
563
McMorgan & Co
California
$497K
FRM
564
Fox Run Management
Connecticut
$494K +$560K +4,406 New
OTL
565
Oak Thistle LLC
New York
$494K +$559K +4,401 New
Bessemer Group
566
Bessemer Group
New Jersey
$493K -$23.7K -187 -4%
PK
567
Pflug Koory
Nebraska
$490K -$63.5K -500 -10%
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$488K -$34.4K -271 -6%
NAS
569
Nicolet Advisory Services
Wisconsin
$485K +$177K +1,394 +46%
Impax Asset Management Group
570
Impax Asset Management Group
United Kingdom
$483K -$50.8K -400 -9%
AIMCA
571
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$483K -$4.34M -34,166 -89%
ACA
572
Atlas Capital Advisors
Wyoming
$482K
WWM
573
Western Wealth Management
Colorado
$481K +$544K +4,284 New
IIM
574
INTECH Investment Management
Florida
$480K -$538K -4,233 -50%
CIM
575
CIM Investment Management
Pennsylvania
$478K -$13.1K -103 -2%

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.