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Zimmer Biomet

1,005 hedge funds and large institutions have $20.2B invested in Zimmer Biomet in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 401 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 85

0.1% more ownership

Funds ownership: 90.36%90.46% (+0.1%)

1% less funds holding

Funds holding: 1,0111,005 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

17% less capital invested

Capital invested by funds: $24.4B → $20.2B (-$4.25B)

23% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 401

38% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $73.6M

Holders
1,005
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
94
Increased
308
Reduced
401
Closed
85
Calls
$45.4M
Puts
$73.6M
Net Calls
-$28.1M
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
651
L.J. Altfest & Co
New York
$274K -$6.6K -56 -2%
CT
652
Colonial Trust
South Carolina
$273K +$63.8K +541 +27%
SACTSONJ
653
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$271K
RA
654
Rise Advisors
New York
$271K +$589 +5 +0.2%
MC
655
Moors & Cabot
Massachusetts
$269K -$143K -1,209 -33%
WCM
656
Whitener Capital Management
North Carolina
$265K
SFC
657
SYM Financial Corp
Indiana
$265K +$94.5K +802 +49%
CCM
658
Chiron Capital Management
Florida
$265K +$288K +2,440 New
SAG
659
SageView Advisory Group
California
$265K -$26.4K -224 -8%
SFI
660
Siemens Fonds Invest
Germany
$264K +$27.9K +237 +11%
TAM
661
Trust Asset Management
Texas
$262K
SFO
662
Stokes Family Office
Louisiana
$260K +$589 +5 +0.2%
LG
663
LaFleur & Godfrey
Michigan
$259K
MAS
664
Meeder Advisory Services
Ohio
$259K +$57.6K +489 +26%
KWA
665
Kingswood Wealth Advisors
California
$257K +$280K +2,372 New
RA
666
Ransom Advisory
Rhode Island
$257K
AFG
667
Allegheny Financial Group
Pennsylvania
$257K +$236 +2 +0.1%
VVP
668
Venture Visionary Partners
Ohio
$256K -$14.6K -124 -5%
WP
669
WealthShield Partners
North Carolina
$256K
EWA
670
EP Wealth Advisors
California
$256K +$26.5K +225 +11%
SIA
671
Schechter Investment Advisors
Michigan
$255K -$165K -1,403 -37%
TPI
672
Trust Point Inc
Wisconsin
$253K -$28.4K -241 -9%
Luther King Capital Management (LKCM)
673
Luther King Capital Management (LKCM)
Texas
$252K
RPC
674
Rossmore Private Capital
Connecticut
$251K
GWSG
675
GPS Wealth Strategies Group
Colorado
$250K +$17.7K +150 +7%

ZBH Hedge Fund Activity: Q2 2024 in Review

1,005 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2024, worth a combined $20.2B — down 17% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZBH positions and 85 closed out — a net gain of 9 holders — while 308 added to existing stakes and 401 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $220M. The largest seller was Millennium Management, cutting an estimated $160M.

  • 1,005 institutional investors held Zimmer Biomet (ZBH) as of Q2 2024, down from 1,011 in Q1 2024.
  • Funds reported $20.2B of Zimmer Biomet stock for Q2 2024, down 17% quarter-over-quarter.
  • 94 funds opened new Zimmer Biomet positions in Q2 2024 and 85 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q2 2024 was T. Rowe Price Associates, an estimated $220M added.
  • The largest Zimmer Biomet seller in Q2 2024 was Millennium Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2024.