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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
SWM
776
Seed Wealth Management
Illinois
$217K +$202K +1,490 New
NGA
777
Naples Global Advisors
Florida
$217K +$202K +1,486 New
IIL
778
Insight Inv LLC
California
$216K -$575K -4,230 -74%
PNAA
779
Pictet North America Advisors
Switzerland
$215K -$106K -782 -35%
SL
780
Sentry LLC
Tennessee
$212K +$198K +1,456 New
CSI
781
Cross Staff Investments
New York
$211K +$197K +1,450 New
IIC
782
Ironwood Investment Counsel
Arizona
$210K +$196K +1,443 New
CSPIA
783
Cary Street Partners Investment Advisory
Virginia
$210K -$15.6K -115 -7%
HCM
784
Hengehold Capital Management
Ohio
$209K +$195K +1,436 New
EWA
785
ERTS Wealth Advisors
Michigan
$208K +$194K +1,428 New
CI
786
Conning Inc
Connecticut
$207K +$193K +1,422 New
I2I
787
Insight 2811 Inc
Illinois
$207K +$193K +1,421 New
BWM
788
Baron Wealth Management
Michigan
$203K +$189K +1,392 New
LFAS
789
Level Four Advisory Services
Texas
$202K +$188K +1,385 New
MJRIC
790
Mogy Joel R Investment Counsel
California
$201K +$188K +1,380 New
OWA
791
One Wealth Advisors
California
$200K +$187K +1,375 New
SIM
792
Sentry Investment Management
Wisconsin
$200K
CWM
793
Campbell Wealth Management
Virginia
$200K +$186K +1,372 New
T
794
TOBAM
France
$196K
SWM
795
Spire Wealth Management
Virginia
$193K +$26.4K +194 +17%
FHA
796
First Horizon Advisors
Tennessee
$188K +$85.1K +626 +95%
LC
797
Lindbrook Capital
California
$183K +$951 +7 +0.6%
UFF
798
USA Financial Formulas
Michigan
$181K +$169K +1,241 New
C
799
Covestor
United Kingdom
$179K -$19.7K -145 -11%
GWS
800
Glassman Wealth Services
Virginia
$177K +$126K +928 +321%

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.