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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
WG
726
Welch Group
Alabama
$237K
LGF
727
LGT Group Foundation
Liechtenstein
$237K +$270K +2,127 New
WT
728
Washington Trust
Rhode Island
$237K -$156K -1,227 -37%
MCC
729
Money Concepts Capital
Florida
$236K +$17.1K +135 +7%
WCM
730
Whitener Capital Management
North Carolina
$236K
GIM
731
Greylin Investment Management
Virginia
$235K -$3.17K -25 -1%
HCA
732
Horan Capital Advisors
Ohio
$234K
BF
733
BOK Financial
Oklahoma
$234K -$12.2K -96 -4%
CT
734
Colonial Trust
South Carolina
$233K -$1.14K -9 -0.4%
VVP
735
Venture Visionary Partners
Ohio
$231K
ITIM
736
Indiana Trust & Investment Management
Indiana
$230K
AWM
737
Axxcess Wealth Management
California
$229K +$259K +2,038 New
PA
738
Pinnacle Associates
New York
$227K +$12.3K +97 +5%
FL
739
Fort LP
Maryland
$226K +$56.8K +447 +29%
MNBTD
740
Moody National Bank Trust Division
Texas
$225K +$4.06K +32 +2%
NSEDCP
741
NJ State Employees Deferred Compensation Plan
New Jersey
$224K
BMC
742
Beaton Management Company
Massachusetts
$223K
SN
743
Sittner & Nelson
Oregon
$223K +$254 +2 +0.1%
CA
744
Cetera Advisors
Colorado
$223K -$7.49K -59 -3%
WA
745
Wealth Alliance
New York
$221K -$91.6K -721 -27%
CSB
746
City State Bank
Iowa
$221K -$25.4K -200 -9%
HAIM
747
Hunter Associates Investment Management
Pennsylvania
$221K
Credit Agricole
748
Credit Agricole
France
$221K +$250K +1,965 New
TCOV
749
Trust Company of Vermont
Vermont
$219K -$12.1K -95 -5%
FB
750
First Bancorp
Maine
$218K

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.