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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
MA
851
Montag & Associates
Georgia
$20.4K – – –
OSNBOA
852
Old Second National Bank of Aurora
Illinois
$20.4K – – –
AF
853
Affiance Financial
Minnesota
$20.4K +$18.6K +160 New
EC
854
Elequin Capital
New York
$19.9K +$18.1K +156 New
CJL
855
Cyrus J. Lawrence
New York
$19K – – –
WAS
856
Winch Advisory Services
Wisconsin
$19K – – –
FPFS
857
First Personal Financial Services
North Carolina
$18.6K – – –
BC
858
Burleson & Co
California
$17.9K -$8.24K -71 -34%
3IP
859
3Chopt Investment Partners
Virginia
$17.9K +$16.2K +140 New
AA
860
Addison Advisors
Vermont
$17.9K – – –
CWP
861
Concord Wealth Partners
Virginia
$17.6K +$16K +138 New
IFAM
862
Institutional & Family Asset Management
Colorado
$17.3K – – –
LB
863
Legacy Bridge
Iowa
$17.2K – – –
PMFA
864
Plante Moran Financial Advisors
Michigan
$17K – – –
MCM
865
MV Capital Management
Maryland
$16.7K +$1.63K +14 +12%
AA
866
AlphaMark Advisors
Kentucky
$16K – – –
RTC
867
Riverview Trust Company
Washington
$16K – – –
BFPW
868
BOK Financial Private Wealth
Colorado
$15.3K – – –
BAAM
869
Baker Avenue Asset Management
California
$15.3K +$13.9K +120 New
WI
870
WJ Interests
Texas
$15.3K +$13.9K +120 New
MFG
871
Mendota Financial Group
Wisconsin
$14.7K +$13.3K +115 New
CFFP
872
Center for Financial Planning
Michigan
$14K -$464K -4,000 -97%
DWP
873
Destiny Wealth Partners
Florida
$13.6K – – –
SC
874
Seldon Capital
California
$13.6K – – –
FP
875
Financial Perspectives
Minnesota
$13.4K – – –
33 34
35
36 37

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.