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Zimmer Biomet
ZBH

Overview Fund Activity

1,023 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 276 increasing their positions, 426 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
124
Increased
276
Reduced
426
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.4B
2
Morgan Stanley
Morgan Stanley
New York
$677M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
4
American Century Companies
American Century Companies
Missouri
$722M
5
SCM
Shapiro Capital Management
Georgia
$121M

Top Sellers

1
BlackRock
BlackRock
New York
$2.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
$73.4M
3
Holocene Advisors
Holocene Advisors
New York
$5.65M
4
Citadel Advisors
Citadel Advisors
Florida
$73.5M
5
NI
Nuance Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
876
Abound Wealth Management
Tennessee
$21.8K -$487 -4 -2%
PCMC
877
Planning Capital Management Corporation
Pennsylvania
$21.8K +$21.8K +179 New
FWM
878
Focused Wealth Management
New York
$21.5K – – –
SNB
879
Security National Bank
Nebraska
$21.3K +$21.3K +175 New
AIC
880
Archer Investment Corporation
Indiana
$21.1K – – –
CHA
881
Carmichael Hill & Associates
Maryland
$20.9K – – –
JWM
882
Janiczek Wealth Management
Colorado
$20.6K +$243 +2 +1%
MCM
883
MV Capital Management
Maryland
$20.4K +$852 +7 +4%
PS
884
Planned Solutions
California
$20.3K +$20.3K +167 New
TIM
885
Tortoise Investment Management
New York
$20.1K – – –
TVWM
886
Tower View Wealth Management
Wisconsin
$20K -$3.01K -25 -13%
FMTCOCP
887
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
FCG
888
Financial Connections Group
California
$20K – – –
MA
889
Montag & Associates
Georgia
$19.5K – – –
OSNBOA
890
Old Second National Bank of Aurora
Illinois
$19.5K – – –
MFA
891
McClarren Financial Advisors
Pennsylvania
$19K +$19K +155 New
PWMG
892
Prestige Wealth Management Group
New Jersey
$19K -$7.18K -59 -27%
A
893
AlphaQuest
New York
$18.7K +$18.7K +154 New
WAS
894
Winch Advisory Services
Wisconsin
$18.3K – – –
VNA
895
Valley National Advisers
Pennsylvania
$18K -$1.77K -15 -9%
OA
896
Operose Advisors
Wisconsin
$17.9K – – –
FPFS
897
First Personal Financial Services
North Carolina
$17.8K – – –
CIA
898
Cape Investment Advisory
Georgia
$17.6K -$4.38K -36 -20%
JWA
899
JFS Wealth Advisors
Pennsylvania
$17.6K -$974 -8 -5%
KFI
900
Key Financial Inc
Pennsylvania
$17.4K – – –
34 35
36
37 38