We are live on ! Find out more
ZBH icon

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
BCWM
576
Bartlett & Co Wealth Management
Ohio
$509K +$245K +1,800 +106%
NRS
577
Neville Rodie & Shaw
New York
$509K
BC
578
Bartlett & Co
Ohio
$509K +$245K +1,800 +106%
SIA
579
Schechter Investment Advisors
Michigan
$508K +$4.76K +35 +1%
HTC
580
Haverford Trust Company
Pennsylvania
$503K +$33K +243 +8%
IIM
581
InTrack Investment Management
Vermont
$503K -$128K -941 -21%
MIC
582
Meridian Investment Counsel
California
$495K
Bank Julius Baer & Co
583
Bank Julius Baer & Co
Switzerland
$493K +$34.9K +257 +8%
RCA
584
Resonant Capital Advisors
Wisconsin
$492K +$2.17K +16 +0.5%
BRWA
585
B. Riley Wealth Advisors
Florida
$491K +$25.3K +186 +6%
EWM
586
Evercore Wealth Management
New York
$487K
RDWM
587
Red Door Wealth Management
Tennessee
$486K +$454K +3,340 New
WT
588
Washington Trust
Rhode Island
$486K -$436K -3,210 -49%
BEI
589
Benjamin Edwards Inc
Missouri
$479K +$33K +243 +8%
HI
590
Humankind Investments
New York
$476K +$187K +1,379 +73%
PEA
591
Park Edge Advisors
Ohio
$476K
DI
592
Diligent Investors
California
$474K -$13.7K -101 -3%
NSAM
593
North Star Asset Management
Wisconsin
$471K -$18.3K -135 -4%
WJWM
594
Williams Jones Wealth Management
New York
$471K
MCM
595
MAI Capital Management
Ohio
$469K +$26.2K +193 +6%
SS
596
Simplicity Solutions
Minnesota
$469K +$20.8K +153 +5%
BFG
597
Bleakley Financial Group
New Jersey
$469K +$22.3K +164 +5%
PA
598
Profund Advisors
Maryland
$468K +$8.15K +60 +2%
DT
599
Diversified Trust
Tennessee
$467K +$436K +3,205 New
LJAC
600
L.J. Altfest & Co
New York
$465K -$5.98K -44 -1%

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.