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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
AAG
851
Armstrong Advisory Group
Massachusetts
$64.8K -$1.09K -8 -2%
TFGT
852
TS Financial Group (TSFG)
Illinois
$63K
CLOS
853
Compagnie Lombard Odier SCmA
Switzerland
$62.6K
TF
854
Tompkins Financial
New York
$62.6K
FDCC
855
Foster Dykema Cabot & Co
Massachusetts
$62K
CHC
856
City Holding Co
West Virginia
$58.7K
RI
857
Ridgewood Investments
New Jersey
$58.2K -$153K -1,126 -74%
GEA
858
Glen Eagle Advisors
New Jersey
$57.8K
TWC
859
TD Waterhouse Canada
Ontario, Canada
$57.1K +$5.3K +39 +13%
KFP
860
KB Financial Partners
New Jersey
$57K +$1.9K +14 +4%
LS
861
Livforsakringsbolaget Skandia
Sweden
$54.5K
DMBA
862
Deseret Mutual Benefit Administrators
Utah
$54.2K -$951 -7 -2%
JGIA
863
Jackson Grant Investment Advisers
Connecticut
$53.5K
USB
864
Union Savings Bank
Connecticut
$51.8K +$51K +375 New
FFA
865
Farther Finance Advisors
California
$51.1K +$19.2K +141 +67%
AA
866
Ancora Advisors
Ohio
$50.8K -$1.09K -8 -2%
SIS
867
Sound Income Strategies
Florida
$50.5K +$2.85K +21 +6%
LFG
868
Larson Financial Group
Missouri
$49.8K -$24.1K -177 -34%
CB
869
Centennial Bank
Arkansas
$49.2K
KTC
870
Kistler-Tiffany Companies
Pennsylvania
$49.1K
AF
871
Advisornet Financial
Minnesota
$48.3K +$1.09K +8 +2%
LWCFA
872
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48.2K -$9.24K -68 -17%
PO
873
Private Ocean
California
$48K +$27.2K +200 +154%
OC
874
Oakworth Capital
Alabama
$46.2K -$136 -1 -0.3%
PSB
875
Piscataqua Savings Bank
New Hampshire
$46.2K

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.