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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
RDFA
876
Ritter Daniher Financial Advisory
Ohio
$25.1K
LJHT
877
Laurie J. Hall Trustee
$25K
HWA
878
HHM Wealth Advisors
Tennessee
$24.6K
NECFA
879
New England Capital Financial Advisors
Connecticut
$24.2K
PWMG
880
Prestige Wealth Management Group
New Jersey
$24.1K
OIAM
881
OFI Invest Asset Management
France
$23.7K +$28.4K +224 New
ZB
882
Zions Bancorporation
Utah
$23.7K -$508 -4 -2%
VAG
883
VisionPoint Advisory Group
Texas
$23.2K +$13.1K +103 +100%
CA
884
Crewe Advisors
Utah
$22.4K
SC
885
Stephens Consulting
Michigan
$22.4K
ANBT
886
American National Bank & Trust
Texas
$22.4K +$25.4K +200 New
CCMI
887
Creative Capital Management Investments
California
$22.2K
RCM
888
Raleigh Capital Management
North Carolina
$21.7K +$6.99K +55 +40%
TVWM
889
Tower View Wealth Management
Wisconsin
$21K
GI
890
Gradient Investments
Minnesota
$20.8K
AWM
891
Abound Wealth Management
Tennessee
$20.5K +$5.71K +45 +33%
CIA
892
Cape Investment Advisory
Georgia
$20.3K
BONH
893
Bank of New Hampshire
New Hampshire
$20.2K
FWM
894
Focused Wealth Management
New York
$19.8K
OCM
895
Orion Capital Management
California
$19.8K +$22.4K +176 New
AIC
896
Archer Investment Corporation
Indiana
$19.4K
CHA
897
Carmichael Hill & Associates
Maryland
$19.3K -$3.56K -28 -14%
FMTCOCP
898
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K
VNA
899
Valley National Advisers
Pennsylvania
$19K +$2.54K +20 +14%
JWM
900
Janiczek Wealth Management
Colorado
$18.7K +$21.2K +167 New

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.