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Zimmer Biomet

1,027 hedge funds and large institutions have $19.2B invested in Zimmer Biomet in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 303 increasing their positions, 376 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 85

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

5% more funds holding

Funds holding: 9811,027 (+46)

2.63% more ownership

Funds ownership: 88.95%91.58% (+2.6%)

1% less capital invested

Capital invested by funds: $19.5B → $19.2B (-$271M)

19% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 376

26% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $84M

Holders
1,027
Holders Change
+46
Holders Change %
+4.69%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
151
Increased
303
Reduced
376
Closed
85
Calls
$62.5M
Puts
$84M
Net Calls
-$21.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
CX Institutional
Indiana
$247K +$158K +1,477 +172%
Luther King Capital Management (LKCM)
677
Luther King Capital Management (LKCM)
Texas
$245K
EFS
678
Essex Financial Services
Connecticut
$244K -$13.5K -126 -5%
LFM
679
LGT Fund Management
Liechtenstein
$244K
RPC
680
Rossmore Private Capital
Connecticut
$244K
SAG
681
SageView Advisory Group
California
$244K +$32.2K +300 +15%
SAM
682
Simplify Asset Management
Nevada
$244K -$132K -1,228 -35%
BCFD
683
Boit C.F. David
$243K
TWA
684
Trace Wealth Advisors
California
$243K +$247K +2,300 New
GI
685
GAMMA Investing
California
$243K +$99.5K +927 +68%
SFC
686
SYM Financial Corp
Indiana
$242K -$19.6K -183 -7%
GWSG
687
GPS Wealth Strategies Group
Colorado
$241K -$2.15K -20 -0.9%
SC
688
Syon Capital
California
$241K +$245K +2,284 New
MC
689
Moors & Cabot
Massachusetts
$241K -$3.86K -36 -2%
HW
690
Hancock Whitney
Mississippi
$240K -$358K -3,335 -59%
SFI
691
Siemens Fonds Invest
Germany
$239K
MOS
692
MGO One Seven
Ohio
$238K +$11.8K +110 +5%
LS
693
Livforsakringsbolaget Skandia
Sweden
$236K
FMTC
694
Farmers & Merchants Trust Company
California
$235K -$56.8K -529 -19%
ASN
695
Advisory Services Network
Georgia
$234K -$357K -3,326 -60%
CFM
696
Catalyst Funds Management
Australia
$232K +$236K +2,200 New
AIS
697
AM Investment Strategies
Tennessee
$232K
TCOV
698
Trust Company of Vermont
Vermont
$231K -$32.3K -301 -12%
EM
699
ELCO Management
New York
$231K -$55.3K -515 -19%
SIA
700
Schechter Investment Advisors
Michigan
$230K -$8.91K -83 -4%

ZBH Hedge Fund Activity: Q4 2024 in Review

1,027 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2024, worth a combined $19.2B — down 1.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ZBH positions and 85 closed out — a net gain of 66 holders — while 303 added to existing stakes and 376 trimmed.

The largest buyer was Franklin Resources, adding an estimated $300M. The largest seller was Victory Capital Management, cutting an estimated $332M.

  • 1,027 institutional investors held Zimmer Biomet (ZBH) as of Q4 2024, up from 981 in Q3 2024.
  • Funds reported $19.2B of Zimmer Biomet stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 151 funds opened new Zimmer Biomet positions in Q4 2024 and 85 closed out, a net change of +66 holders.
  • The largest Zimmer Biomet buyer in Q4 2024 was Franklin Resources, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q4 2024 was Victory Capital Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2024.