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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
WS
701
Wedbush Securities
California
$262K -$54.2K -427 -15%
Luther King Capital Management (LKCM)
702
Luther King Capital Management (LKCM)
Texas
$261K
RPC
703
Rossmore Private Capital
Connecticut
$259K
GRP
704
Global Retirement Partners
California
$259K -$20.2K -159 -6%
P
705
Pitcairn
Pennsylvania
$258K +$36.1K +284 +14%
MBT
706
Montecito Bank & Trust
California
$255K +$12.7K +100 +5%
MCCA
707
Mill Creek Capital Advisors
Pennsylvania
$252K
CI
708
Cigna Investments
Connecticut
$252K -$36.3K -286 -11%
GIA
709
Gateway Investment Advisers
Ohio
$251K -$11.4K -90 -4%
TFA
710
Transamerica Financial Advisors
Florida
$251K -$37.8K -298 -12%
BW
711
Basepoint Wealth
Iowa
$251K -$1.65K -13 -0.6%
NIM
712
NEOS Investment Management
Connecticut
$251K +$284K +2,233 New
KCM
713
Kanawha Capital Management
Virginia
$250K
SC
714
Savant Capital
Illinois
$250K -$21.6K -170 -7%
SFG
715
SevenBridge Financial Group
Pennsylvania
$250K -$48.9K -385 -15%
AIS
716
AM Investment Strategies
Tennessee
$247K
AFG
717
Allegheny Financial Group
Pennsylvania
$246K
AWM
718
Apollon Wealth Management
South Carolina
$245K -$41.5K -327 -13%
Capstone Investment Advisors
719
Capstone Investment Advisors
New York
$244K +$183K +1,438 +195%
SI
720
Stephens Inc
Arkansas
$243K -$62.2K -490 -18%
GWSG
721
GPS Wealth Strategies Group
Colorado
$242K
MIM
722
Meixler Investment Management
Arizona
$239K -$95.5K -752 -26%
PFS
723
Physicians Financial Services
North Carolina
$239K
WPC
724
White Pine Capital
Minnesota
$238K -$6.35K -50 -2%
FCB
725
First County Bank
Connecticut
$238K +$6.35K +50 +2%

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.