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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
CCG
726
Cypress Capital Group
Florida
$268K
HSA
727
HBK Sorce Advisory
Pennsylvania
$267K +$11.1K +82 +5%
SWA
728
Stratos Wealth Advisors
Ohio
$266K -$14.4K -106 -5%
AL
729
Aspiriant LLC
California
$266K
WIM
730
WealthPlan Investment Management
Nebraska
$265K -$13.2K -97 -5%
CHP
731
Cable Hill Partners
Oregon
$264K
CGL
732
Clarius Group LLC
Washington
$263K +$2.58K +19 +1%
BJL
733
Brighton Jones LLC
Washington
$260K +$7.07K +52 +3%
WPC
734
Wedmont Private Capital
Pennsylvania
$258K -$951 -7 -0.4%
VSQM
735
V-Square Quantitative Management
Illinois
$256K +$239K +1,761 New
SFI
736
Siemens Fonds Invest
Germany
$255K
CCM
737
Chiron Capital Management
Florida
$253K -$326K -2,400 -58%
NF
738
Nikulski Financial
Iowa
$252K -$40.8K -300 -15%
HAC
739
Harbor Advisory Corp
New Hampshire
$252K
PA
740
PFG Advisors
Arizona
$246K +$230K +1,689 New
BC
741
Burney Company
Virginia
$244K -$2.72K -20 -1%
FNFDCM
742
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$242K
MW
743
Marcum Wealth
Ohio
$242K +$225K +1,659 New
ISL
744
Ingalls & Snyder LLC
New York
$239K +$223K +1,639 New
SFC
745
SYM Financial Corp
Indiana
$239K
Tudor Investment Corp
746
Tudor Investment Corp
Connecticut
$238K -$5.41M -39,826 -96%
TLA
747
Tanglewood Legacy Advisors
Texas
$237K
CI
748
CX Institutional
Indiana
$236K +$220K +1,622 New
CB
749
Cadence Bank
Mississippi
$236K
AC
750
ASB Consultores
Florida
$235K -$3.4K -25 -2%

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.