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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 %
MYAM
626
Meiji Yasuda Asset Management
Japan
$339K – – –
IF
627
Ironwood Financial
Arizona
$338K – – –
IA
628
IFP Advisors
Florida
$337K +$609 +5 +0.2%
OQS
629
Occudo Quantitative Strategies
Florida
$335K -$914K -7,508 -73%
WHG
630
Westwood Holdings Group
Texas
$330K -$3.18M -26,118 -91%
AWM
631
Aberdeen Wealth Management
Illinois
$329K +$5.48K +45 +2%
VCA
632
Verdence Capital Advisors
Maryland
$328K -$7.3K -60 -2%
LWAM
633
Legacy Wealth Asset Management
Minnesota
$328K +$3.53K +29 +1%
FMB
634
Field & Main Bank
Kentucky
$328K – – –
CCG
635
Chatham Capital Group
Georgia
$327K – – –
MC
636
Moors & Cabot
Massachusetts
$323K +$6.09K +50 +2%
BEI
637
Benjamin Edwards Inc
Missouri
$323K -$243 -2 -0.1%
SAG
638
SageView Advisory Group
California
$321K +$321K +2,623 New
KWM
639
Kingsview Wealth Management
Oregon
$321K -$159K -1,309 -33%
LDB
640
Lee, Danner & Bass
Tennessee
$320K -$14.6K -120 -4%
MHIC
641
Marble Harbor Investment Counsel
Massachusetts
$318K – – –
PI
642
Putnam Investments
Massachusetts
$315K -$3.13M -25,745 -91%
CG
643
Caprock Group
Idaho
$312K +$312K +2,562 New
SP
644
Symmetry Partners
Connecticut
$312K – – –
FAIM
645
Financial Advocates Investment Management
Washington
$309K -$10.8K -89 -3%
LJAC
646
L.J. Altfest & Co
New York
$305K -$86.7K -711 -22%
BF
647
BOK Financial
Oklahoma
$305K +$32.7K +269 +12%
SACTSONJ
648
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$304K – – –
EF
649
Empowered Funds
Pennsylvania
$304K +$80.8K +664 +36%
SWM
650
Shelton Wealth Management
Texas
$303K – – –
24 25
26
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