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Zimmer Biomet
ZBH

Overview Fund Activity

1,023 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 276 increasing their positions, 426 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
124
Increased
276
Reduced
426
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$809M
2
Morgan Stanley
Morgan Stanley
New York
+$375M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$177M
4
American Century Companies
American Century Companies
Missouri
+$130M
5
SCM
Shapiro Capital Management
Georgia
+$121M

Top Sellers

1
BlackRock
BlackRock
New York
-$356M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$230M
3
Holocene Advisors
Holocene Advisors
New York
-$141M
4
Citadel Advisors
Citadel Advisors
Florida
-$112M
5
NI
Nuance Investments
Missouri
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
601
Bartlett & Co Wealth Management
Ohio
$401K -$24.4K -200 -6%
BC
602
Bartlett & Co
Ohio
$401K -$24.4K -200 -6%
PEA
603
Park Edge Advisors
Ohio
$398K – – –
WJWM
604
Williams Jones Wealth Management
New York
$397K -$46.9K -385 -11%
DI
605
Diligent Investors
California
$396K – – –
EM
606
ELCO Management
New York
$394K -$122K -999 -24%
NAS
607
Nicolet Advisory Services
Wisconsin
$389K -$142K -1,183 -27%
NSAM
608
North Star Asset Management
Wisconsin
$387K -$15.2K -125 -4%
HTC
609
Haverford Trust Company
Pennsylvania
$379K -$11K -90 -3%
BB
610
Berkshire Bank
Massachusetts
$376K – – –
RWP
611
RWA Wealth Partners
Massachusetts
$375K +$375K +3,085 New
WG
612
Welch Group
Alabama
$367K +$110K +900 +43%
NWA
613
New World Advisors
Massachusetts
$366K +$366K +3,008 New
FNBTCON
614
First National Bank & Trust Co of Newtown
Pennsylvania
$364K -$19.2K -158 -5%
NIM
615
NEOS Investment Management
Connecticut
$360K +$88.5K +727 +33%
HI
616
Horizon Investments
North Carolina
$354K +$5.6K +46 +2%
BPC
617
Banque Pictet & Cie
Switzerland
$350K -$16.7M -137,599 -98%
BFO
618
Boston Family Office
Massachusetts
$349K +$15.1K +124 +5%
CPIG
619
Chicago Partners Investment Group
Illinois
$349K +$11.1K +92 +3%
CCM
620
Coldstream Capital Management
Washington
$346K +$20.7K +170 +6%
WTC
621
WhitTier Trust Company
Nevada
$344K – – –
PP
622
Paloma Partners
Connecticut
$342K +$326K +2,679 +2,014%
CNBT
623
Canandaigua National Bank & Trust
New York
$341K -$1.83K -15 -0.5%
BAM
624
Blueshift Asset Management
New Jersey
$340K -$307K -2,525 -47%
LG
625
LaFleur & Godfrey
Michigan
$339K -$216K -1,772 -39%
23 24
25
26 27