ZBH icon

Zimmer Biomet
ZBH

Overview Fund Activity

1,023 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 276 increasing their positions, 426 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
124
Increased
276
Reduced
426
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$809M
2
Morgan Stanley
Morgan Stanley
New York
+$375M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$177M
4
American Century Companies
American Century Companies
Missouri
+$130M
5
SCM
Shapiro Capital Management
Georgia
+$121M

Top Sellers

1
BlackRock
BlackRock
New York
-$356M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$230M
3
Holocene Advisors
Holocene Advisors
New York
-$141M
4
Citadel Advisors
Citadel Advisors
Florida
-$112M
5
NI
Nuance Investments
Missouri
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
701
Greylin Investment Management
Virginia
$247K -$8.03K -66 -3%
SWA
702
Stratos Wealth Advisors
Ohio
$247K +$247K +2,026 New
FFM
703
Forum Financial Management
Illinois
$244K +$244K +2,006 New
NSEDCP
704
NJ State Employees Deferred Compensation Plan
New Jersey
$243K – – –
SC
705
Searle & Co
Connecticut
$243K +$243K +2,000 New
FCB
706
First County Bank
Connecticut
$243K -$15.2K -125 -6%
MFIM
707
Mesirow Financial Investment Management
Illinois
$242K +$242K +1,990 New
CI
708
CX Institutional
Indiana
$242K +$242K +1,990 New
BMC
709
Beaton Management Company
Massachusetts
$242K – – –
SC
710
Savant Capital
Illinois
$241K -$30.2K -248 -11%
HAIM
711
Hunter Associates Investment Management
Pennsylvania
$241K -$245 -2 -0.1%
MBT
712
Montecito Bank & Trust
California
$240K -$36.1K -297 -13%
CSB
713
City State Bank
Iowa
$240K – – –
FL
714
Fort LP
Maryland
$238K -$6.45K -53 -3%
PS
715
Principal Securities
Iowa
$237K +$237K +1,947 New
DM
716
Deerfield Management
New York
$233K +$233K +1,918 New
SI
717
Stephens Inc
Arkansas
$232K -$31.3K -257 -12%
RRA
718
Round Rock Advisors
Connecticut
$231K +$231K +1,900 New
WIM
719
WealthPlan Investment Management
Nebraska
$231K -$3.04K -25 -1%
PA
720
PFG Advisors
Arizona
$231K +$10.2K +84 +5%
CAC
721
Certified Advisory Corp
Florida
$231K – – –
SGI
722
Summit Global Investments
Utah
$230K -$58.6K -481 -20%
MAS
723
Meeder Advisory Services
Ohio
$230K +$230K +1,887 New
BFEC
724
Benjamin F. Edwards & Company
Missouri
$229K +$149K +1,226 +186%
MGIA
725
Moneta Group Investment Advisors
Missouri
$228K +$1.34K +11 +0.6%
27 28
29
30 31