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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
FFA
851
Farther Finance Advisors
California
$41.5K +$2.41K +19 +5%
JGIA
852
Jackson Grant Investment Advisers
Connecticut
$41.3K
LFG
853
Larson Financial Group
Missouri
$38.4K
CB
854
Centennial Bank
Arkansas
$37.9K
PO
855
Private Ocean
California
$37K
GWS
856
Glassman Wealth Services
Virginia
$35.6K -$114K -900 -74%
PSB
857
Piscataqua Savings Bank
New Hampshire
$35.6K
SIS
858
Sound Income Strategies
Florida
$35.5K -$3.94K -31 -9%
DMBA
859
Deseret Mutual Benefit Administrators
Utah
$35.1K -$7.49K -59 -16%
CFG
860
CKW Financial Group
Hawaii
$35K
AW
861
Avion Wealth
Texas
$35K +$127 +1 +0.3%
OC
862
Oakworth Capital
Alabama
$34.7K -$1.02K -8 -3%
CFGS
863
Concourse Financial Group Securities
Alabama
$34.6K +$6.73K +53 +21%
AF
864
Advisornet Financial
Minnesota
$34.5K -$3.17K -25 -8%
SL
865
Salomon & Ludwin
Virginia
$34.2K +$38.7K +305 New
LWCFA
866
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34.2K -$2.67K -21 -6%
TC
867
Tacita Capital
Ontario, Canada
$33.7K
C
868
Covestor
United Kingdom
$33K -$118K -931 -76%
RL
869
Rogco LP
Oklahoma
$32.8K +$37.1K +292 New
JPWM
870
Jamison Private Wealth Management
Georgia
$32.6K +$36.8K +290 New
FCA
871
FinTrust Capital Advisors
South Carolina
$31.2K +$3.17K +25 +10%
Lazard Asset Management
872
Lazard Asset Management
New York
$31K +$14.9K +117 +70%
ADL
873
Asset Dedication LLC
California
$28K -$5.08K -40 -14%
WIM
874
Westside Investment Management
California
$27.5K
PB
875
Pinnacle Bancorp
Nebraska
$26.7K

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.