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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
IF
626
Ironwood Financial
Arizona
$404K
WS
627
Wedbush Securities
California
$402K -$408 -3 -0.1%
LDB
628
Lee, Danner & Bass
Tennessee
$401K -$140K -1,030 -27%
AG
629
AIA Group
Hong Kong
$401K +$374K +2,751 New
HWM
630
HB Wealth Management
Georgia
$400K +$24.7K +182 +7%
CG
631
Caprock Group
Idaho
$396K +$389K +2,866 New
FMAEN1
632
Fund Management at Engine No 1
California
$396K +$23.5K +173 +7%
IWC
633
Integrated Wealth Concepts
Massachusetts
$395K +$98.7K +726 +37%
BFO
634
Boston Family Office
Massachusetts
$392K -$12.1K -89 -3%
WA
635
Wealth Alliance
New York
$392K +$17.7K +130 +5%
CCG
636
Chatham Capital Group
Georgia
$391K
LWAM
637
Legacy Wealth Asset Management
Minnesota
$389K -$149K -1,098 -29%
AWM
638
Aberdeen Wealth Management
Illinois
$387K +$2.72K +20 +0.8%
SI
639
Stephens Inc
Arkansas
$386K -$160K -1,175 -31%
KOCAA
640
Knights of Columbus Asset Advisors
Connecticut
$383K +$299K +2,197 +505%
EGM
641
Engineers Gate Manager
New York
$382K -$328K -2,417 -48%
MC
642
Moors & Cabot
Massachusetts
$382K +$4.76K +35 +1%
BLC
643
Brown, Lisle/Cummings
Rhode Island
$382K +$231K +1,700 +184%
SGI
644
Summit Global Investments
Utah
$381K +$272 +2 +0.1%
MHIC
645
Marble Harbor Investment Counsel
Massachusetts
$380K
SFG
646
SevenBridge Financial Group
Pennsylvania
$380K -$49.2K -362 -12%
DIA
647
Dana Investment Advisors
Wisconsin
$379K -$211K -1,552 -37%
IGAM
648
iA Global Asset Management
Quebec, Canada
$379K +$354K +2,603 New
QCM
649
Qsemble Capital Management
New York
$379K +$353K +2,600 New
WC
650
Westhampton Capital
North Carolina
$371K -$162K -1,190 -32%

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.