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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
CFG
876
CKW Financial Group
Hawaii
$45K
AW
877
Avion Wealth
Texas
$45K +$1.09K +8 +3%
TC
878
Tacita Capital
Ontario, Canada
$44K
IRAG
879
Investment Research & Advisory Group
Georgia
$43.7K
ADL
880
Asset Dedication LLC
California
$43K +$5.44K +40 +16%
BTI
881
Blue Trust Inc
Georgia
$40K -$38.1K -280 -47%
SSG
882
Summit Securities Group
New York
$40K -$18.9K -139 -34%
WP
883
WealthPLAN Partners
Nebraska
$39.3K +$36.7K +270 New
CFGS
884
Concourse Financial Group Securities
Alabama
$37.2K +$26.5K +195 +325%
WIM
885
Westside Investment Management
California
$35.7K -$6.79K -50 -17%
PB
886
Pinnacle Bancorp
Nebraska
$34.7K
LJHT
887
Laurie J. Hall Trustee
$33K
RDFA
888
Ritter Daniher Financial Advisory
Ohio
$32.6K
FCA
889
FinTrust Capital Advisors
South Carolina
$32.3K
HWA
890
HHM Wealth Advisors
Tennessee
$31.9K
OPTFSNA
891
Old Point Trust & Financial Services N A
Virginia
$31.6K +$29.5K +217 New
NECFA
892
New England Capital Financial Advisors
Connecticut
$31.3K
ZB
893
Zions Bancorporation
Utah
$31.3K
PWMG
894
Prestige Wealth Management Group
New Jersey
$31.3K
CHA
895
Carmichael Hill & Associates
Maryland
$29.1K -$17.8K -131 -40%
CA
896
Crewe Advisors
Utah
$29.1K
SC
897
Stephens Consulting
Michigan
$29.1K
PAI
898
Pittenger & Anderson Inc
Nebraska
$29.1K +$27.2K +200 New
CCMI
899
Creative Capital Management Investments
California
$28.8K
DMKJ
900
David M. Knott Jr
$28K

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.