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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
FCAS
776
First Command Advisory Services
Texas
$172K +$195K +1,535 New
VWM
777
Venturi Wealth Management
Texas
$171K +$194K +1,528 New
CWP
778
Concord Wealth Partners
Virginia
$145K +$150K +1,181 +1,083%
FHA
779
First Horizon Advisors
Tennessee
$138K -$7.24K -57 -4%
LC
780
Lindbrook Capital
California
$138K -$4.32K -34 -3%
SIM
781
Sentry Investment Management
Wisconsin
$137K -$20.1K -158 -11%
SWM
782
Spire Wealth Management
Virginia
$137K -$13.3K -105 -8%
PHAM
783
Portland Hill Asset Management
United Kingdom
$132K
PCM
784
Penserra Capital Management
California
$131K -$214K -1,686 -59%
HB
785
Horizon Bancorp
Indiana
$127K +$120K +945 +497%
PTC
786
Private Trust Company
Ohio
$125K +$635 +5 +0.5%
MME
787
Meag Munich Ergo
Germany
$117K
FDCDDQ
788
Federation des caisses Desjardins du Quebec
Quebec, Canada
$114K -$6.35K -50 -5%
HIA
789
Harbor Investment Advisory
Maryland
$112K -$762 -6 -0.6%
GIA
790
GHP Investment Advisors
Colorado
$112K +$5.08K +40 +4%
PA
791
Parallel Advisors
California
$106K -$81.1K -639 -40%
TH
792
TCTC Holdings
Texas
$105K
SSB
793
Sandy Spring Bank
Maryland
$103K -$7.87K -62 -6%
FAM
794
Flaharty Asset Management
Florida
$93.3K +$106K +831 New
SS
795
Sunbelt Securities
Texas
$90.7K -$1.02K -8 -1%
QCG
796
Quadrant Capital Group
Ohio
$90.1K -$8.63K -68 -8%
CNBTD
797
Citizens National Bank Trust Department
Mississippi
$89.8K
BCFD
798
Boit C.F. David
$89.1K
EWA
799
EverSource Wealth Advisors
Alabama
$85.7K -$7.49K -59 -7%
SAI
800
Systematic Alpha Investments
New Jersey
$85.4K

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.