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Zimmer Biomet

1,027 hedge funds and large institutions have $19.2B invested in Zimmer Biomet in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 303 increasing their positions, 376 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 85

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

5% more funds holding

Funds holding: 9811,027 (+46)

2.63% more ownership

Funds ownership: 88.95%91.58% (+2.6%)

1% less capital invested

Capital invested by funds: $19.5B → $19.2B (-$271M)

19% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 376

26% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $84M

Holders
1,027
Holders Change
+46
Holders Change %
+4.69%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
151
Increased
303
Reduced
376
Closed
85
Calls
$62.5M
Puts
$84M
Net Calls
-$21.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
851
Laurie J. Hall Trustee
$24K
AA
852
Ancora Advisors
Ohio
$23.7K
RDFA
853
Ritter Daniher Financial Advisory
Ohio
$23.7K
BWL
854
Bogart Wealth LLC
Virginia
$23.2K +$10.7K +100 +83%
NECFA
855
New England Capital Financial Advisors
Connecticut
$23K +$107 +1 +0.5%
OPTFSNA
856
Old Point Trust & Financial Services N A
Virginia
$22.9K
CB
857
CNB Bank
Pennsylvania
$22.6K -$8.8K -82 -28%
WT
858
Washington Trust
Rhode Island
$22.2K
FIA
859
FNY Investment Advisers
New York
$22K -$1.07K -10 -5%
HWM
860
Hemington Wealth Management
Virginia
$22K +$3.65K +34 +19%
AWM
861
Avior Wealth Management
Nebraska
$21.8K +$2.36K +22 +12%
CFO
862
CVA Family Office
Colorado
$21.4K +$12.7K +118 +139%
OC
863
Oakworth Capital
Alabama
$21.1K -$19.1K -178 -47%
SC
864
Stephens Consulting
Michigan
$21.1K
TWC
865
TD Waterhouse Canada
Ontario, Canada
$20.7K -$8.15K -76 -28%
EFP
866
EnRich Financial Partners
Wisconsin
$20.2K
FGC
867
Financial Gravity Companies
Texas
$19.2K +$19.5K +182 New
AWM
868
Abound Wealth Management
Tennessee
$19.2K +$215 +2 +1%
WCM
869
Winthrop Capital Management
Indiana
$19K
PFA
870
Pathway Financial Advisers
Indiana
$18.8K -$95.1K -886 -83%
JWA
871
JFS Wealth Advisors
Pennsylvania
$18.8K +$3.43K +32 +22%
VCM
872
Versant Capital Management
Arizona
$18.8K +$1.5K +14 +9%
ZB
873
Zions Bancorporation
Utah
$18.8K +$3.11K +29 +19%
NC
874
NewSquare Capital
Pennsylvania
$18.7K +$751 +7 +4%
TIM
875
Tortoise Investment Management
New York
$17.4K

ZBH Hedge Fund Activity: Q4 2024 in Review

1,027 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2024, worth a combined $19.2B — down 1.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ZBH positions and 85 closed out — a net gain of 66 holders — while 303 added to existing stakes and 376 trimmed.

The largest buyer was Franklin Resources, adding an estimated $300M. The largest seller was Victory Capital Management, cutting an estimated $332M.

  • 1,027 institutional investors held Zimmer Biomet (ZBH) as of Q4 2024, up from 981 in Q3 2024.
  • Funds reported $19.2B of Zimmer Biomet stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 151 funds opened new Zimmer Biomet positions in Q4 2024 and 85 closed out, a net change of +66 holders.
  • The largest Zimmer Biomet buyer in Q4 2024 was Franklin Resources, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q4 2024 was Victory Capital Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2024.