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Zimmer Biomet
ZBH

Overview Fund Activity

1,023 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 276 increasing their positions, 426 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
124
Increased
276
Reduced
426
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$809M
2
Morgan Stanley
Morgan Stanley
New York
+$375M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$177M
4
American Century Companies
American Century Companies
Missouri
+$130M
5
SCM
Shapiro Capital Management
Georgia
+$121M

Top Sellers

1
BlackRock
BlackRock
New York
-$356M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$230M
3
Holocene Advisors
Holocene Advisors
New York
-$141M
4
Citadel Advisors
Citadel Advisors
Florida
-$112M
5
NI
Nuance Investments
Missouri
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
751
Burney Company
Virginia
$203K +$203K +1,666 New
SFC
752
SYM Financial Corp
Indiana
$201K +$201K +1,650 New
CFG
753
Citizens Financial Group
Rhode Island
$200K +$200K +1,647 New
TLA
754
Tanglewood Legacy Advisors
Texas
$198K – – –
EWM
755
Evermay Wealth Management
Virginia
$194K +$366 +3 +0.2%
LC
756
Lindbrook Capital
California
$191K +$41.9K +344 +28%
FCAS
757
First Command Advisory Services
Texas
$187K – – –
BBHC
758
Brown Brothers Harriman & Co
New York
$180K -$14.7K -121 -8%
CWP
759
Concord Wealth Partners
Virginia
$173K +$15.8K +130 +10%
TCOV
760
Trust Company of Vermont
Vermont
$162K -$75.7K -622 -32%
T
761
TOBAM
France
$158K -$40.2K -330 -20%
CBT
762
CoreFirst Bank & Trust
Kansas
$155K -$76.7K -630 -33%
HB
763
Horizon Bancorp
Indiana
$144K +$5.73K +47 +4%
SWM
764
Spire Wealth Management
Virginia
$137K -$13.4K -109 -9%
PTC
765
Private Trust Company
Ohio
$135K -$487 -4 -0.4%
SIM
766
Sentry Investment Management
Wisconsin
$134K -$14.4K -118 -10%
TFIPS
767
Towarzystwo Funduszy Inwestycyjnych PZU SA
$132K +$132K +1,085 New
GIA
768
GHP Investment Advisors
Colorado
$130K – – –
PHAM
769
Portland Hill Asset Management
United Kingdom
$129K – – –
MME
770
Meag Munich Ergo
Germany
$127K – – –
HIA
771
Harbor Investment Advisory
Maryland
$122K – – –
PCM
772
Penserra Capital Management
California
$117K -$24.4K -202 -17%
TH
773
TCTC Holdings
Texas
$114K – – –
SSB
774
Sandy Spring Bank
Maryland
$112K – – –
WT
775
Washington Trust
Rhode Island
$111K -$146K -1,200 -57%
29 30
31
32 33