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Zimmer Biomet
ZBH

977 hedge funds and large institutions have $23.6B invested in Zimmer Biomet in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 294 increasing their positions, 332 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

44% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $35.1M

20% more capital invested

Capital invested by funds: $19.6B → $23.6B (+$3.97B)

6% more funds holding

Funds holding: 919 → 977 (+58)

0.63% less ownership

Funds ownership: 89.51% → 88.88% (-0.63%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

11% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 332

Holders
977
Holders Change
+58
Holders Change %
+6.31%
% of All Funds
15.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
294
Reduced
332
Closed
66
Calls
$50.5M
Puts
$35.1M
Net Calls
+$15.4M
Net Calls Change
-$30.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$161M
2
Victory Capital Management
Victory Capital Management
Texas
+$140M
3
Invesco
Invesco
Georgia
+$94M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$75M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$380M
2
American Century Companies
American Century Companies
Missouri
-$88.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$86.9M
4
Millennium Management
Millennium Management
New York
-$77.3M
5
CVA
Ceredex Value Advisors
Florida
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
801
New Hampshire Trust
New Hampshire
$45.1K +$41.1K +354 New
CA
802
CoreCap Advisors
Michigan
$44.4K +$40.4K +348 New
CB
803
Centennial Bank
Arkansas
$43.1K +$39.2K +338 New
KTC
804
Kistler-Tiffany Companies
Pennsylvania
$43K – – –
CHA
805
Carmichael Hill & Associates
Maryland
$42.2K – – –
SIS
806
Sound Income Strategies
Florida
$41.8K – – –
GPI
807
General Partner Inc
Pennsylvania
$41.4K +$37.7K +325 New
AF
808
Advisornet Financial
Minnesota
$40.9K -$9.98K -86 -21%
OC
809
Oakworth Capital
Alabama
$40.5K +$7.89K +68 +27%
CFG
810
CKW Financial Group
Hawaii
$40K – – –
IRAG
811
Investment Research & Advisory Group
Georgia
$38.3K – – –
RCC
812
Red Cedar Capital
Nebraska
$38K – – –
TC
813
Tacita Capital
Ontario, Canada
$38K – – –
HB
814
Horizon Bancorp
Indiana
$38K +$34K +293 New
SC
815
SouthState Corp
Florida
$37K -$580 -5 -2%
GWS
816
Glassman Wealth Services
Virginia
$35.2K +$1.16K +10 +4%
SOW
817
State of Wyoming
Wyoming
$33.5K -$464 -4 -1%
UAML
818
US Asset Management LLC
Pennsylvania
$33K +$29.7K +256 New
FCA
819
FinTrust Capital Advisors
South Carolina
$32.3K -$232 -2 -0.8%
ADL
820
Asset Dedication LLC
California
$32K – – –
PSB
821
Piscataqua Savings Bank
New Hampshire
$31.5K – – –
HNWAG
822
High Net Worth Advisory Group
Florida
$31.4K – – –
SWM
823
Spire Wealth Management
Virginia
$31K -$116 -1 -0.4%
AW
824
Avion Wealth
Texas
$31K – – –
PB
825
Pinnacle Bancorp
Nebraska
$30K – – –
31 32
33
34 35

ZBH Hedge Fund Activity: Q4 2022 in Review

977 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2022, worth a combined $23.6B — up 20% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ZBH positions and 66 closed out — a net gain of 71 holders — while 294 added to existing stakes and 332 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 977 institutional investors held Zimmer Biomet (ZBH) as of Q4 2022, up from 919 in Q3 2022.
  • Funds reported $23.6B of Zimmer Biomet stock for Q4 2022, up 20% quarter-over-quarter.
  • 137 funds opened new Zimmer Biomet positions in Q4 2022 and 66 closed out, a net change of +71 holders.
  • The largest Zimmer Biomet buyer in Q4 2022 was Morgan Stanley, an estimated $161M added.
  • The largest Zimmer Biomet seller in Q4 2022 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2022.