We are live on ! Find out more
ZBH icon

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
KWA
701
Kingswood Wealth Advisors
California
$229K +$233K +2,170 New
LCGC
702
Legacy Capital Group California
California
$229K -$215 -2 -0.1%
PWM
703
Perigon Wealth Management
California
$229K -$3K -28 -1%
OR
704
Olympiad Research
Connecticut
$228K +$232K +2,162 New
ITIM
705
Indiana Trust & Investment Management
Indiana
$226K
PS
706
Principal Securities
Iowa
$225K +$43.9K +409 +24%
PFS
707
Physicians Financial Services
North Carolina
$225K
EWA
708
EverSource Wealth Advisors
Alabama
$224K +$134K +1,247 +143%
CNBT
709
Canandaigua National Bank & Trust
New York
$222K
CI
710
Cigna Investments
Connecticut
$222K
CLOS
711
Compagnie Lombard Odier SCmA
Switzerland
$222K
CAC
712
Certified Advisory Corp
Florida
$221K -$322 -3 -0.1%
LG
713
LaFleur & Godfrey
Michigan
$221K
HCA
714
Horan Capital Advisors
Ohio
$219K
BC
715
Bridgefront Capital
Texas
$218K +$221K +2,064 New
OC
716
Oarsman Capital
Wisconsin
$218K
BF
717
BOK Financial
Oklahoma
$216K -$17.7K -165 -7%
CA
718
Commerzbank Aktiengesellschaft
Germany
$216K +$219K +2,041 New
FNBTCON
719
First National Bank & Trust Co of Newtown
Pennsylvania
$213K -$42.7K -398 -16%
OF
720
Optimize Financial
California
$213K +$216K +2,014 New
VCA
721
Verdence Capital Advisors
Maryland
$212K +$215 +2 +0.1%
NSEDCP
722
NJ State Employees Deferred Compensation Plan
New Jersey
$211K
BMC
723
Beaton Management Company
Massachusetts
$210K
CC
724
Callan Capital
California
$209K +$213K +1,982 New
PA
725
PharVision Advisers
Florida
$209K +$212K +1,977 New

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.