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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
PCS
601
Personal CFO Solutions
New Jersey
$462K +$192K +1,414 +80%
FNBTCON
602
First National Bank & Trust Co of Newtown
Pennsylvania
$458K
BB
603
Berkshire Bank
Massachusetts
$450K
RWA
604
Ropes Wealth Advisors
Massachusetts
$449K
Verition Fund Management
605
Verition Fund Management
Connecticut
$449K -$383K -2,817 -48%
SWA
606
Sutton Wealth Advisors
Florida
$446K
CWA
607
Canvas Wealth Advisors
Kansas
$445K -$216K -1,593 -34%
WI
608
Wahed Invest
New York
$438K +$42.9K +316 +12%
LSV Asset Management
609
LSV Asset Management
Illinois
$437K +$408K +3,000 New
HI
610
Horizon Investments
North Carolina
$435K +$17.1K +126 +4%
IAA
611
Independent Advisor Alliance
North Carolina
$434K -$50.4K -371 -11%
SP
612
Symmetry Partners
Connecticut
$432K
NAS
613
Nicolet Advisory Services
Wisconsin
$428K -$3.26K -24 -0.8%
HC
614
Hourglass Capital
Texas
$422K
VIA
615
Vident Investment Advisory
Georgia
$421K -$323K -2,375 -45%
MIM
616
Meixler Investment Management
Arizona
$420K -$20.8K -153 -5%
VAS
617
Vestmark Advisory Solutions
Massachusetts
$420K +$81.1K +597 +26%
CNBT
618
Canandaigua National Bank & Trust
New York
$416K +$4.35K +32 +1%
DWP
619
Daymark Wealth Partners
Ohio
$416K +$388K +2,857 New
PCM
620
Penserra Capital Management
California
$415K +$387K +2,845 +23,708%
MYAM
621
Meiji Yasuda Asset Management
Japan
$413K +$81.5K +600 +27%
WTC
622
WhitTier Trust Company
Nevada
$411K
SPA
623
Sherbrooke Park Advisers
New York
$408K -$190K -1,400 -33%
ONB
624
Old National Bancorp
Indiana
$407K +$5.84K +43 +2%
LAM
625
Lakewood Asset Management
Illinois
$406K +$136 +1 +0%

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.