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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
TFM
826
TFC Financial Management
Massachusetts
$103K -$1.63K -12 -2%
SIC
827
Salem Investment Counselors
North Carolina
$103K
EWM
828
Endurance Wealth Management
Rhode Island
$102K
AA
829
Alta Advisers
United Kingdom
$102K
HBW
830
Hazlett, Burt & Watson
West Virginia
$101K
WPWM
831
Western Pacific Wealth Management
Illinois
$96.5K
BFEC
832
Benjamin F. Edwards & Company
Missouri
$96K +$1.36K +10 +2%
HI
833
Harbour Investments
Wisconsin
$95.7K +$1.5K +11 +2%
PFBT
834
Parkside Financial Bank & Trust
Missouri
$95.2K +$2.04K +15 +2%
DAM
835
Delta Asset Management
Tennessee
$93.2K
CFD
836
Creative Financial Designs
Indiana
$90.3K +$136 +1 +0.2%
CB
837
CNB Bank
Pennsylvania
$86.5K -$10.9K -80 -12%
ST
838
Smithfield Trust
Pennsylvania
$86K
NSIM
839
North Star Investment Management
Illinois
$84.9K
WB
840
Webster Bank
Connecticut
$84K -$103K -760 -57%
AF
841
Allworth Financial
California
$83.5K +$21.5K +158 +38%
DIP
842
DT Investment Partners
Pennsylvania
$80.7K
SAM
843
S.A. Mason
Michigan
$80.1K
OIA
844
Optimum Investment Advisors
Illinois
$80.1K
GWM
845
Geneos Wealth Management
Colorado
$76.7K
CYG
846
Clean Yield Group
Vermont
$73.8K
MHR
847
Matthew Hamilton Rosenberg
$69.9K
ATC
848
Adirondack Trust Company
New York
$69.1K -$2.85K -21 -4%
JFA
849
JNBA Financial Advisors
Minnesota
$68.6K
QC
850
Quent Capital
New York
$66.8K

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.