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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
MPCL
876
My Personal CFO LLC
Washington
$13.1K +$12K +103 New
PPWM
877
PFG Private Wealth Management
Florida
$13K – – –
TC
878
Trust Company
Kansas
$13K – – –
BWM
879
Baystate Wealth Management
Massachusetts
$13K +$116 +1 +1%
TCM
880
Tradewinds Capital Management
Washington
$12.9K – – –
NL
881
NVWM LLC
Pennsylvania
$12.8K – – –
MWM
882
Mascoma Wealth Management
New Hampshire
$12.8K – – –
CFO
883
CVA Family Office
Colorado
$12.8K +$1.74K +15 +18%
WOSD
884
WFA of San Diego
California
$12.8K +$11.6K +100 New
TSW
885
Thompson Siegel & Walmsley
Virginia
$12K -$4.64K -40 -29%
KIG
886
Kessler Investment Group
Indiana
$12K – – –
BIA
887
Bell Investment Advisors
California
$11.7K +$232 +2 +2%
GMA
888
Glassy Mountain Advisors
Maryland
$11.7K +$10.7K +92 New
EARNEST Partners
889
EARNEST Partners
Georgia
$11.5K – – –
KFI
890
Key Financial Inc
Pennsylvania
$11.3K – – –
SFG
891
Steward Financial Group
Texas
$11K +$10.3K +89 New
TFP
892
Tilia Fiduciary Partners
North Carolina
$10.8K – – –
ME
893
McIlrath & Eck
Washington
$10.4K +$116 +1 +1%
OA
894
Operose Advisors
Wisconsin
$10.2K +$9.28K +80 New
CAL
895
Capital Advisors Ltd
Ohio
$10K +$6.03K +52 +193%
BHWM
896
Beaird Harris Wealth Management
Texas
$9.95K +$8.24K +71 +1,014%
AWM
897
Align Wealth Management
Oklahoma
$9.93K +$11K +95 New
OCM
898
Orion Capital Management
California
$9.56K – – –
WWM
899
Wolff Wiese Magana
California
$9.18K – – –
DJSG
900
D.J. St. Germain
Massachusetts
$9.15K +$135K +1,161 +2%
34 35
36
37 38

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.