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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
IB
601
Intrust Bank
Kansas
$425K +$13.8K +109 +3%
WT
602
Whittier Trust
California
$423K -$19.7K -155 -4%
CIA
603
Choate Investment Advisors
Massachusetts
$423K +$3.17K +25 +0.7%
LA
604
LBP AM
France
$421K +$476K +3,748 New
CB
605
Community Bank
New York
$417K
IC
606
IEQ Capital
California
$416K +$236K +1,855 +100%
HI
607
Humankind Investments
New York
$413K +$52.2K +411 +13%
KOC
608
Koss-Olinger Consulting
Florida
$413K +$467K +3,680 New
ECM
609
Estabrook Capital Management
New York
$413K
SYBT
610
Stock Yards Bank & Trust
Kentucky
$410K -$10.2K -80 -2%
PA
611
Probity Advisors
Texas
$410K -$11.2K -88 -2%
WJWM
612
Williams Jones Wealth Management
New York
$409K +$52.6K +414 +13%
ADBIC
613
A.D. Beadell Investment Counsel
Wisconsin
$406K
RCA
614
Resonant Capital Advisors
Wisconsin
$406K +$30K +236 +7%
CCT
615
Chemung Canal Trust
New York
$404K -$3.84M -30,238 -89%
CT
616
Cambridge Trust
Massachusetts
$403K +$6.22K +49 +1%
SG Americas Securities
617
SG Americas Securities
New York
$402K -$1.23M -9,657 -73%
Parallax Volatility Advisers
618
Parallax Volatility Advisers
California
$399K -$1.17M -9,230 -72%
CCA
619
Cobblestone Capital Advisors
New York
$397K
BC
620
Bartlett & Co
Ohio
$393K
BCWM
621
Bartlett & Co Wealth Management
Ohio
$393K
VSQM
622
V-Square Quantitative Management
Illinois
$392K +$220K +1,736 +99%
NRS
623
Neville Rodie & Shaw
New York
$392K -$762 -6 -0.2%
SAM
624
Sompo Asset Management
Japan
$385K +$133K +1,050 +44%
MIC
625
Meridian Investment Counsel
California
$381K

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.