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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
HI
651
Horizon Investments
North Carolina
$321K -$15.6K -123 -4%
MS
652
Maven Securities
Jersey
$321K +$363K +2,856 New
LAM
653
Lakewood Asset Management
Illinois
$318K +$6.6K +52 +2%
AG
654
AIA Group
Hong Kong
$318K +$10.3K +81 +3%
MCM
655
MAI Capital Management
Ohio
$317K -$50.2K -395 -12%
WTC
656
WhitTier Trust Company
Nevada
$317K
CNBT
657
Canandaigua National Bank & Trust
New York
$316K -$5.59K -44 -2%
LSA
658
Leonteq Securities AG
Switzerland
$313K +$240K +1,889 +209%
MYAM
659
Meiji Yasuda Asset Management
Japan
$313K -$6.35K -50 -2%
IF
660
Ironwood Financial
Arizona
$312K
IA
661
IFP Advisors
Florida
$310K +$59.6K +469 +20%
VCA
662
Verdence Capital Advisors
Maryland
$310K +$30K +236 +9%
LDB
663
Lee, Danner & Bass
Tennessee
$309K
BFO
664
Boston Family Office
Massachusetts
$308K +$6.35K +50 +2%
LCGC
665
Legacy Capital Group California
California
$307K +$62.7K +494 +22%
CCFCSB
666
Cape Cod Five Cents Savings Bank
Massachusetts
$305K +$143K +1,125 +71%
AC
667
AXQ Capital
New Jersey
$303K +$343K +2,700 New
DCM
668
Driehaus Capital Management
Illinois
$303K +$342K +2,696 New
FMB
669
Field & Main Bank
Kentucky
$302K +$218K +1,720 +176%
CCG
670
Chatham Capital Group
Georgia
$301K
DA
671
Duality Advisers
Florida
$301K +$340K +2,680 New
CCM
672
Coldstream Capital Management
Washington
$300K +$38.5K +303 +13%
LWAM
673
Legacy Wealth Asset Management
Minnesota
$299K -$381 -3 -0.1%
AWM
674
Aberdeen Wealth Management
Illinois
$298K
BEI
675
Benjamin Edwards Inc
Missouri
$298K -$79.9K -629 -19%

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.