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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
CI
651
Cigna Investments
Connecticut
$369K
TFA
652
Transamerica Financial Advisors
Florida
$369K +$408 +3 +0.1%
AIP
653
Ameritas Investment Partners
Nebraska
$369K
FAIM
654
Financial Advocates Investment Management
Washington
$368K +$272 +2 +0.1%
VCA
655
Verdence Capital Advisors
Maryland
$367K
GRP
656
Global Retirement Partners
California
$367K +$1.22K +9 +0.4%
AWM
657
Apollon Wealth Management
South Carolina
$366K -$20.9K -154 -6%
SACTSONJ
658
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$364K
RP
659
Riverwater Partners
Wisconsin
$363K +$10.9K +80 +3%
SWM
660
Shelton Wealth Management
Texas
$363K
RA
661
Rise Advisors
New York
$361K +$544 +4 +0.2%
TAM
662
Trust Asset Management
Texas
$352K
SFO
663
Stokes Family Office
Louisiana
$349K +$1.09K +8 +0.3%
SC
664
Savant Capital
Illinois
$349K +$8.83K +65 +3%
SAM
665
Sompo Asset Management
Japan
$347K
CCM
666
Coldstream Capital Management
Washington
$345K +$1.77K +13 +0.6%
CAAS
667
Capital Asset Advisory Services
Michigan
$344K -$29.6K -218 -8%
WP
668
WealthShield Partners
North Carolina
$343K -$5.98K -44 -2%
CPIG
669
Chicago Partners Investment Group
Illinois
$342K +$362K +2,664 New
RCM
670
Radnor Capital Management
Pennsylvania
$341K
BF
671
BOK Financial
Oklahoma
$340K -$74.6K -549 -19%
Wellington Management Group
672
Wellington Management Group
Massachusetts
$340K +$317K +2,333 New
GIA
673
Gateway Investment Advisers
Ohio
$339K -$5.84K -43 -2%
Luther King Capital Management (LKCM)
674
Luther King Capital Management (LKCM)
Texas
$338K -$81.5K -600 -21%
RPC
675
Rossmore Private Capital
Connecticut
$336K

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.