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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
MCM
801
Manchester Capital Management
Vermont
$85.2K
PFBT
802
Parkside Financial Bank & Trust
Missouri
$84.8K +$13K +102 +16%
BWAM
803
Boyd Watterson Asset Management
Ohio
$84.2K
MRCM
804
M&R Capital Management
New Jersey
$83.8K
AF
805
Arrow Financial
New York
$81.9K -$3.17K -25 -3%
AF
806
Allworth Financial
California
$79.4K +$17K +134 +23%
TFM
807
TFC Financial Management
Massachusetts
$79.4K
HBW
808
Hazlett, Burt & Watson
West Virginia
$79K
AA
809
Alta Advisers
United Kingdom
$78.6K
SIC
810
Salem Investment Counselors
North Carolina
$78.1K -$1.27K -10 -1%
BFEC
811
Benjamin F. Edwards & Company
Missouri
$74K
HI
812
Harbour Investments
Wisconsin
$73.8K +$127 +1 +0.2%
CFD
813
Creative Financial Designs
Indiana
$73.8K +$4.83K +38 +6%
HGERS
814
Householder Group Estate & Retirement Specialist
Arizona
$72.8K +$82.3K +648 New
AI
815
AXS Investments
New York
$72.2K -$8.63K -68 -10%
DAM
816
Delta Asset Management
Tennessee
$71.8K
Bank Julius Baer & Co
817
Bank Julius Baer & Co
Switzerland
$70K -$351K -2,761 -82%
SAM
818
S.A. Mason
Michigan
$69.6K
CFA
819
CWS Financial Advisors
Michigan
$69.2K +$78.4K +617 New
DIP
820
DT Investment Partners
Pennsylvania
$68.5K
NSIM
821
North Star Investment Management
Illinois
$65.4K
TWC
822
TD Waterhouse Canada
Ontario, Canada
$65K +$22.4K +176 +51%
ST
823
Smithfield Trust
Pennsylvania
$65K
WB
824
Webster Bank
Connecticut
$64.8K
AA
825
Ancora Advisors
Ohio
$64K +$28.1K +221 +63%

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.