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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
CCFCSB
751
Cape Cod Five Cents Savings Bank
Massachusetts
$232K -$9.51K -70 -4%
IWM
752
IHT Wealth Management
Illinois
$232K +$217K +1,594 New
PWM
753
Perigon Wealth Management
California
$232K +$216K +1,592 New
EWM
754
Evermay Wealth Management
Virginia
$232K -$13.6K -100 -6%
EFS
755
Essex Financial Services
Connecticut
$231K -$117K -863 -35%
GCM
756
Graham Capital Management
Connecticut
$231K +$216K +1,586 New
PA
757
Parallel Advisors
California
$231K +$11.6K +85 +6%
RP
758
Rice Partnership
Hawaii
$229K
QPWM
759
Quadrant Private Wealth Management
Pennsylvania
$229K +$213K +1,567 New
V
760
VeraBank
Texas
$228K
FL
761
Fort LP
Maryland
$228K +$212K +1,563 New
LNC
762
Lincoln National Corp
Pennsylvania
$227K -$2.85K -21 -1%
CIC
763
Carnegie Investment Counsel
Ohio
$225K -$27.2K -200 -11%
FFM
764
Forum Financial Management
Illinois
$225K +$210K +1,547 New
PI
765
PFS Investments
Georgia
$225K +$210K +1,543 New
AWM
766
Aries Wealth Management
Maine
$225K +$210K +1,545 New
CAG
767
Crestwood Advisors Group
Massachusetts
$225K +$210K +1,543 New
FCB
768
First Command Bank
Texas
$223K
FCFS
769
First Command Financial Services
Texas
$223K
IFPG
770
Intrepid Financial Planning Group
Indiana
$222K +$207K +1,522 New
FA
771
FDx Advisors
Illinois
$221K -$46.1K -339 -18%
DCM
772
Donaldson Capital Management
Indiana
$220K +$205K +1,508 New
SLG
773
Stanley-Laman Group
Pennsylvania
$218K +$203K +1,495 New
EST
774
EA Series Trust
Pennsylvania
$217K +$203K +1,491 New
EF
775
Empowered Funds
Pennsylvania
$217K +$203K +1,491 New

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.