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Zimmer Biomet

919 hedge funds and large institutions have $19.6B invested in Zimmer Biomet in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 289 increasing their positions, 353 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $35.4M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

0.17% less ownership

Funds ownership: 89.68%89.51% (-0.17%)

0% less capital invested

Capital invested by funds: $19.7B → $19.6B (-$87.7M)

4% less funds holding

Funds holding: 956919 (-37)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 353

33% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 89

Holders
919
Holders Change
-37
Holders Change %
-3.87%
% of All Funds
15.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
60
Increased
289
Reduced
353
Closed
89
Calls
$81.3M
Puts
$35.4M
Net Calls
+$45.9M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Avior Wealth Management
Nebraska
$20K
DMKJ
802
David M. Knott Jr
$20K
TVWM
803
Tower View Wealth Management
Wisconsin
$20K
First Eagle Investment Management
804
First Eagle Investment Management
New York
$20K +$18.3K +167 +835%
BONH
805
Bank of New Hampshire
New Hampshire
$19K
GI
806
Gradient Investments
Minnesota
$19K
CG
807
Cutler Group
California
$19K +$20.6K +188 New
AIC
808
Archer Investment Corporation
Indiana
$18.1K
FWM
809
Focused Wealth Management
New York
$18K
OSNBOA
810
Old Second National Bank of Aurora
Illinois
$17K -$11.2K -102 -39%
FMTCOCP
811
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
FCG
812
Financial Connections Group
California
$17K
MA
813
Montag & Associates
Georgia
$17K
TIM
814
Tortoise Investment Management
New York
$17K
Bank of Montreal
815
Bank of Montreal
Ontario, Canada
$17K -$3.65M -33,259 -17%
JWA
816
JFS Wealth Advisors
Pennsylvania
$16K -$4.28K -39 -20%
WAS
817
Winch Advisory Services
Wisconsin
$16K -$988 -9 -6%
CMP
818
Coston McIsaac & Partners
Maine
$16K -$110 -1 -0.6%
HDIM
819
Hanson & Doremus Investment Management
Vermont
$16K
SWM
820
Sugarloaf Wealth Management
Georgia
$15K -$14.3K -130 -49%
CJL
821
Cyrus J. Lawrence
New York
$15K -$6.58K -60 -29%
AA
822
Addison Advisors
Vermont
$15K
NIC
823
Northwest Investment Counselors
Oregon
$15K
FPFS
824
First Personal Financial Services
North Carolina
$15K +$5.05K +46 +46%
IFAM
825
Institutional & Family Asset Management
Colorado
$14K

ZBH Hedge Fund Activity: Q3 2022 in Review

919 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2022, worth a combined $19.6B — down 0.44% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of ZBH and 60 opened new positions — a net loss of 29 holders — while 353 trimmed existing stakes and 289 added.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was JP Morgan Chase, cutting an estimated $368M.

  • 919 institutional investors held Zimmer Biomet (ZBH) as of Q3 2022, down from 956 in Q2 2022.
  • Funds reported $19.6B of Zimmer Biomet stock for Q3 2022, down 0.44% quarter-over-quarter.
  • 60 funds opened new Zimmer Biomet positions in Q3 2022 and 89 closed out, a net change of -29 holders.
  • The largest Zimmer Biomet buyer in Q3 2022 was Citadel Advisors, an estimated $237M added.
  • The largest Zimmer Biomet seller in Q3 2022 was JP Morgan Chase, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2022.