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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
CPIG
676
Chicago Partners Investment Group
Illinois
$295K +$17.5K +138 +5%
BLC
677
Brown, Lisle/Cummings
Rhode Island
$295K
FAIM
678
Financial Advocates Investment Management
Washington
$295K +$12.3K +97 +4%
MHIC
679
Marble Harbor Investment Counsel
Massachusetts
$293K
MC
680
Moors & Cabot
Massachusetts
$293K -$2.54K -20 -0.8%
ONB
681
Old National Bancorp
Indiana
$292K -$25.1K -198 -7%
HWM
682
HB Wealth Management
Georgia
$290K -$20.7K -163 -6%
SP
683
Symmetry Partners
Connecticut
$288K -$51.4K -405 -14%
WC
684
Westhampton Capital
North Carolina
$286K
CMBA
685
C.M. Bidwell & Associates
Hawaii
$285K +$228K +1,796 +242%
IAA
686
Independent Advisor Alliance
North Carolina
$283K -$57.9K -456 -15%
SACTSONJ
687
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$281K
SFO
688
Stokes Family Office
Louisiana
$280K +$12.6K +99 +4%
SWM
689
Shelton Wealth Management
Texas
$280K
BFG
690
Bleakley Financial Group
New Jersey
$279K -$92.7K -730 -23%
SS
691
Simplicity Solutions
Minnesota
$279K -$92.7K -730 -23%
IWC
692
Integrated Wealth Concepts
Massachusetts
$277K -$30.9K -243 -9%
RP
693
Riverwater Partners
Wisconsin
$274K -$7.37K -58 -2%
TAM
694
Trust Asset Management
Texas
$271K
AIP
695
Ameritas Investment Partners
Nebraska
$271K -$15.4K -121 -5%
WP
696
WealthShield Partners
North Carolina
$269K +$5.08K +40 +2%
IFG
697
Independent Financial Group
California
$269K +$64K +504 +27%
SGI
698
Summit Global Investments
Utah
$266K -$31.7K -250 -10%
RA
699
Rise Advisors
New York
$265K -$15.6K -123 -5%
RCM
700
Radnor Capital Management
Pennsylvania
$263K

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.