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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
CB
826
CNB Bank
Pennsylvania
$63.7K -$3.3K -26 -4%
OIA
827
Optimum Investment Advisors
Illinois
$61.7K
GWM
828
Geneos Wealth Management
Colorado
$60.3K +$1.27K +10 +2%
JFA
829
JNBA Financial Advisors
Minnesota
$58.9K +$6.86K +54 +11%
PFA
830
Pathway Financial Advisers
Indiana
$58.8K +$66.5K +524 New
Acadian Asset Management
831
Acadian Asset Management
Massachusetts
$57K -$4.73M -37,230 -99%
ATC
832
Adirondack Trust Company
New York
$56.1K
SOW
833
State of Wyoming
Wyoming
$54.2K -$197K -1,549 -76%
KFP
834
KB Financial Partners
New Jersey
$54K +$11.3K +89 +23%
MHR
835
Matthew Hamilton Rosenberg
$53.9K
CYG
836
Clean Yield Group
Vermont
$53.4K
IPW
837
Impact Partnership Wealth
Georgia
$51.7K +$58.5K +461 New
WPWM
838
Western Pacific Wealth Management
Illinois
$50.9K -$26.5K -209 -32%
AAG
839
Armstrong Advisory Group
Massachusetts
$50K +$127 +1 +0.2%
TFGT
840
TS Financial Group (TSFG)
Illinois
$49K
CLOS
841
Compagnie Lombard Odier SCmA
Switzerland
$48.3K
TF
842
Tompkins Financial
New York
$48.3K
PBK
843
Peoples Bank (Kansas)
Kansas
$48.3K +$54.6K +430 New
FDCC
844
Foster Dykema Cabot & Co
Massachusetts
$48K
GEA
845
Glen Eagle Advisors
New Jersey
$47.9K +$3.81K +30 +8%
QC
846
Quent Capital
New York
$47.8K -$4.19K -33 -7%
BTI
847
Blue Trust Inc
Georgia
$46K +$635 +5 +2%
CHC
848
City Holding Co
West Virginia
$45.2K
USB
849
Union Savings Bank
Connecticut
$42.1K
LS
850
Livforsakringsbolaget Skandia
Sweden
$42K

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.