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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 %
AWM
651
AE Wealth Management
Kansas
$302K -$78.5K -645 -21%
BLC
652
Brown, Lisle/Cummings
Rhode Island
$298K -$21.3K -175 -7%
HAG
653
HighPoint Advisor Group
Illinois
$297K +$297K +2,320 New
LAM
654
Lakewood Asset Management
Illinois
$297K -$48.4K -398 -14%
GRP
655
Global Retirement Partners
California
$295K +$6.01K +49 +2%
TAM
656
Trust Asset Management
Texas
$294K – – –
AIP
657
Ameritas Investment Partners
Nebraska
$294K – – –
FM
658
Foster & Motley
Ohio
$293K -$57.5K -473 -16%
RCM
659
Radnor Capital Management
Pennsylvania
$293K +$8.03K +66 +3%
AFG
660
Allegheny Financial Group
Pennsylvania
$291K +$23.6K +194 +9%
SFO
661
Stokes Family Office
Louisiana
$290K -$13.9K -114 -5%
CC
662
Centiva Capital
New York
$290K -$743K -6,105 -72%
PCM
663
Pointe Capital Management
Michigan
$288K -$188K -1,548 -40%
RA
664
Rise Advisors
New York
$287K +$609 +5 +0.2%
WP
665
WealthShield Partners
North Carolina
$287K -$4.76K -39 -2%
WCM
666
Whitener Capital Management
North Carolina
$287K +$30.4K +250 +12%
Jones Financial Companies
667
Jones Financial Companies
Missouri
$286K +$52.1K +428 +22%
CLOS
668
Compagnie Lombard Odier SCmA
Switzerland
$284K +$231K +1,900 +442%
Luther King Capital Management (LKCM)
669
Luther King Capital Management (LKCM)
Texas
$283K – – –
RPC
670
Rossmore Private Capital
Connecticut
$281K – – –
FIM
671
Freedom Investment Management
Connecticut
$280K +$52.9K +435 +23%
PA
672
Pinnacle Associates
New York
$280K +$33.8K +278 +14%
SFI
673
Siemens Fonds Invest
Germany
$280K +$280K +2,298 New
MCC
674
Money Concepts Capital
Florida
$279K +$22.6K +186 +9%
BCFD
675
Boit C.F. David
$277K +$181K +1,500 +188%
25 26
27
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