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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
SIA
576
Schechter Investment Advisors
Michigan
$476K +$95.5K +752 +22%
EM
577
ELCO Management
New York
$476K +$4.45K +35 +0.8%
QCM
578
QRG Capital Management
Illinois
$475K +$538K +4,237 New
VI
579
Vestcor Inc
New Brunswick, Canada
$475K -$91.2K -718 -15%
SCA
580
Snowden Capital Advisors
New York
$471K -$402K -3,166 -43%
CFMC
581
Curbstone Financial Management Corp
New Hampshire
$471K +$15.2K +120 +3%
DSC
582
Duncker Streett & Co
Missouri
$468K
FWCM
583
Ferguson Wellman Capital Management
Oregon
$466K -$7.62K -60 -1%
VA
584
Vident Advisory
Georgia
$463K +$524K +4,126 New
KA
585
Kovack Advisors
Florida
$459K -$20.6K -162 -4%
CI Investments Inc
586
CI Investments Inc
Ontario, Canada
$456K -$77.2K -608 -13%
IIM
587
InTrack Investment Management
Vermont
$455K +$76.1K +599 +17%
GIA
588
Guyasuta Investment Advisors
Pennsylvania
$454K
LBC
589
Lawrence B. Cohen
$449K -$15.9K -125 -3%
CWM
590
Connecticut Wealth Management
Connecticut
$444K +$503K +3,960 New
FLPIM
591
F.L. Putnam Investment Management
Massachusetts
$444K -$13.2K -104 -3%
KWM
592
Kingsview Wealth Management
Oregon
$443K -$16.3K -128 -3%
AAS
593
Avantax Advisory Services
Texas
$442K +$46.1K +363 +10%
PCM
594
Pointe Capital Management
Michigan
$439K +$1.52K +12 +0.3%
FNWM
595
Financial Network Wealth Management
Utah
$438K +$9.27K +73 +2%
IDBONY
596
Israel Discount Bank of New York
New York
$435K -$254 -2 -0.1%
SAM
597
Silvercrest Asset Management
New York
$434K +$5.08K +40 +1%
JCM
598
Janney Capital Management
Pennsylvania
$433K
Aristotle Capital Management
599
Aristotle Capital Management
California
$430K
BP
600
Ballentine Partners
Massachusetts
$428K -$381 -3 -0.1%

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.