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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
PFSC
751
Peoples Financial Services Corp
Pennsylvania
$218K
WIM
752
WealthPlan Investment Management
Nebraska
$216K +$13K +102 +6%
Jones Financial Companies
753
Jones Financial Companies
Missouri
$215K -$17.4K -137 -7%
CAG
754
Crestwood Advisors Group
Massachusetts
$215K +$47.1K +371 +24%
CAAS
755
Capital Asset Advisory Services
Michigan
$215K -$48.1K -379 -16%
CBT
756
CoreFirst Bank & Trust
Kansas
$214K +$5.46K +43 +2%
S
757
SignatureFD
Georgia
$214K -$45K -354 -16%
ASA
758
Armstrong Shaw Associates
Connecticut
$213K
CAC
759
Certified Advisory Corp
Florida
$213K
TA
760
Tectonic Advisors
Texas
$212K +$240K +1,890 New
EFS
761
Essex Financial Services
Connecticut
$212K +$38K +299 +19%
FIM
762
Freedom Investment Management
Connecticut
$209K -$35.9K -283 -13%
MGIA
763
Moneta Group Investment Advisors
Missouri
$209K -$3.43K -27 -1%
RAM
764
Ramirez Asset Management
New York
$207K +$234K +1,841 New
CCG
765
Cypress Capital Group
Florida
$206K
UBV
766
United Bank (Virginia)
Virginia
$206K
EF
767
Empowered Funds
Pennsylvania
$205K +$43.2K +340 +23%
PA
768
PFG Advisors
Arizona
$204K +$16K +126 +7%
JAG
769
Journey Advisory Group
Kentucky
$203K -$9.52K -75 -4%
HSA
770
HBK Sorce Advisory
Pennsylvania
$203K -$2.67K -21 -1%
CFB
771
Cullen/Frost Bankers
Texas
$185K -$30.7K -242 -13%
TLA
772
Tanglewood Legacy Advisors
Texas
$183K
T
773
TOBAM
France
$183K +$35.6K +280 +21%
BBHC
774
Brown Brothers Harriman & Co
New York
$179K -$59.1K -465 -23%
EWM
775
Evermay Wealth Management
Virginia
$179K

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.