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Zimmer Biomet

1,031 hedge funds and large institutions have $26.9B invested in Zimmer Biomet in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 357 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 70

60% more call options, than puts

Call options by funds: $91.2M | Put options by funds: $57.1M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

13% more capital invested

Capital invested by funds: $23.9B → $26.9B (+$3.08B)

4% more funds holding

Funds holding: 9931,031 (+38)

9% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 327

0.91% more ownership

Funds ownership: 87.95%88.86% (+0.91%)

Holders
1,031
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
113
Increased
357
Reduced
327
Closed
70
Calls
$91.2M
Puts
$57.1M
Net Calls
+$34M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
701
Venture Visionary Partners
Ohio
$299K -$3.4K -25 -1%
ITIM
702
Indiana Trust & Investment Management
Indiana
$298K
TCOV
703
Trust Company of Vermont
Vermont
$298K
CA
704
Cetera Advisors
Colorado
$297K +$45.5K +335 +20%
SOW
705
State of Wyoming
Wyoming
$296K +$237K +1,746 +610%
P
706
Pitcairn
Pennsylvania
$294K +$274K +2,016 New
NSEDCP
707
NJ State Employees Deferred Compensation Plan
New Jersey
$291K
BMC
708
Beaton Management Company
Massachusetts
$290K +$1.22K +9 +0.5%
SN
709
Sittner & Nelson
Oregon
$289K +$136 +1 +0.1%
MNBTD
710
Moody National Bank Trust Division
Texas
$287K
MCC
711
Money Concepts Capital
Florida
$287K -$3.26K -24 -1%
HAIM
712
Hunter Associates Investment Management
Pennsylvania
$287K
FB
713
First Bancorp
Maine
$283K -$23.8K -175 -8%
AIA
714
Affinity Investment Advisors
California
$283K +$264K +1,941 New
PFSC
715
Peoples Financial Services Corp
Pennsylvania
$282K
PA
716
Pinnacle Associates
New York
$280K +$51K +375 +24%
ASA
717
Armstrong Shaw Associates
Connecticut
$277K
CAC
718
Certified Advisory Corp
Florida
$276K +$3.4K +25 +1%
CFB
719
Cullen/Frost Bankers
Texas
$275K -$54.8K -403 -18%
IFG
720
Independent Financial Group
California
$275K +$36.8K +271 +17%
MGIA
721
Moneta Group Investment Advisors
Missouri
$275K +$5.16K +38 +2%
JAG
722
Journey Advisory Group
Kentucky
$275K -$44.2K -325 -15%
CBT
723
CoreFirst Bank & Trust
Kansas
$271K -$20.4K -150 -7%
IC
724
IEQ Capital
California
$270K -$160K -1,178 -39%
UBV
725
United Bank (Virginia)
Virginia
$268K -$92.1K -678 -27%

ZBH Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2023, worth a combined $26.9B — up 13% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZBH positions and 70 closed out — a net gain of 43 holders — while 357 added to existing stakes and 327 trimmed.

The largest buyer was Invesco, adding an estimated $240M. The largest seller was Longview Partners, exiting entirely with an estimated $276M sold.

  • 1,031 institutional investors held Zimmer Biomet (ZBH) as of Q2 2023, up from 993 in Q1 2023.
  • Funds reported $26.9B of Zimmer Biomet stock for Q2 2023, up 13% quarter-over-quarter.
  • 113 funds opened new Zimmer Biomet positions in Q2 2023 and 70 closed out, a net change of +43 holders.
  • The largest Zimmer Biomet buyer in Q2 2023 was Invesco, an estimated $240M added.
  • The largest Zimmer Biomet seller in Q2 2023 was Longview Partners, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2023.