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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
CTC
626
Central Trust Company
Missouri
$379K -$28.1K -221 -6%
EWM
627
Evercore Wealth Management
New York
$375K
CBTWT
628
Community Bank & Trust (Waco, Texas)
Texas
$373K -$228K -1,799 -33%
NSAM
629
North Star Asset Management
Wisconsin
$371K +$9.52K +75 +2%
BRWA
630
B. Riley Wealth Advisors
Florida
$368K -$11.6K -91 -3%
PEA
631
Park Edge Advisors
Ohio
$367K
WI
632
Wahed Invest
New York
$367K +$33K +260 +9%
GS
633
GTS Securities
New York
$365K -$568K -4,476 -58%
DI
634
Diligent Investors
California
$365K
RC
635
Rovin Capital
Arizona
$363K -$36.3K -286 -8%
LJAC
636
L.J. Altfest & Co
New York
$361K +$2.79K +22 +0.7%
PA
637
Profund Advisors
Maryland
$360K -$1.02K -8 -0.2%
HTC
638
Haverford Trust Company
Pennsylvania
$360K -$31.7K -250 -7%
PCS
639
Personal CFO Solutions
New Jersey
$359K +$2.67K +21 +0.7%
CP
640
Camelot Portfolios
Ohio
$358K -$336K -2,646 -45%
FNBTCON
641
First National Bank & Trust Co of Newtown
Pennsylvania
$353K
UM
642
UniSuper Management
Australia
$351K -$47.6K -375 -11%
AWM
643
AE Wealth Management
Kansas
$351K -$1.59M -12,490 -80%
SWA
644
Sutton Wealth Advisors
Florida
$347K +$3.94K +31 +1%
RWA
645
Ropes Wealth Advisors
Massachusetts
$347K +$762 +6 +0.2%
BB
646
Berkshire Bank
Massachusetts
$347K
CIM
647
Contravisory Investment Management
Massachusetts
$336K +$381K +2,997 New
FMAEN1
648
Fund Management at Engine No 1
California
$335K +$34.4K +271 +10%
HC
649
Hourglass Capital
Texas
$325K
FM
650
Foster & Motley
Ohio
$323K +$366K +2,882 New

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.