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Zimmer Biomet

1,005 hedge funds and large institutions have $20.2B invested in Zimmer Biomet in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 401 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 85

0.1% more ownership

Funds ownership: 90.36%90.46% (+0.1%)

1% less funds holding

Funds holding: 1,0111,005 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

17% less capital invested

Capital invested by funds: $24.4B → $20.2B (-$4.25B)

23% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 401

38% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $73.6M

Holders
1,005
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
94
Increased
308
Reduced
401
Closed
85
Calls
$45.4M
Puts
$73.6M
Net Calls
-$28.1M
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
876
Western Pacific Wealth Management
Illinois
$16.8K -$35.2K -299 -66%
PPA
877
Painted Porch Advisors
California
$16.4K +$17.8K +151 New
WAS
878
Winch Advisory Services
Wisconsin
$16.3K
OA
879
Operose Advisors
Wisconsin
$16K
WIM
880
Westside Investment Management
California
$15.7K
KFI
881
Key Financial Inc
Pennsylvania
$15.5K
SC
882
Steph & Co
Wisconsin
$15.3K +$1.3K +11 +8%
AA
883
Addison Advisors
Vermont
$15.2K
MFA
884
McClarren Financial Advisors
Pennsylvania
$15K -$3.77K -32 -23%
VNA
885
Valley National Advisers
Pennsylvania
$15K -$707 -6 -4%
IFAM
886
Institutional & Family Asset Management
Colorado
$14.8K
ADL
887
Asset Dedication LLC
California
$14.7K
PWMG
888
Prestige Wealth Management Group
New Jersey
$14.1K -$472 -4 -3%
BWL
889
Bogart Wealth LLC
Virginia
$14.1K -$1.53K -13 -9%
TWP
890
Triad Wealth Partners
Kansas
$14.1K +$15.3K +130 New
TWC
891
TD Waterhouse Canada
Ontario, Canada
$14K -$38.2K -324 -71%
BIA
892
Bell Investment Advisors
California
$13.7K +$2.36K +20 +19%
CP
893
Castleview Partners
Texas
$13.7K +$2.59K +22 +21%
RTC
894
Riverview Trust Company
Washington
$13.3K
FMTCOCP
895
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K -$4.95K -42 -25%
CMP
896
Coston McIsaac & Partners
Maine
$13K
MIA
897
MeadowBrook Investment Advisors
Michigan
$12.9K
RTL
898
Red Tortoise LLC
Georgia
$12.9K
MFG
899
Mendota Financial Group
Wisconsin
$12.5K
BGAI
900
Bruce G. Allen Investments
Colorado
$12.3K -$825 -7 -6%

ZBH Hedge Fund Activity: Q2 2024 in Review

1,005 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2024, worth a combined $20.2B — down 17% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZBH positions and 85 closed out — a net gain of 9 holders — while 308 added to existing stakes and 401 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $220M. The largest seller was Millennium Management, cutting an estimated $160M.

  • 1,005 institutional investors held Zimmer Biomet (ZBH) as of Q2 2024, down from 1,011 in Q1 2024.
  • Funds reported $20.2B of Zimmer Biomet stock for Q2 2024, down 17% quarter-over-quarter.
  • 94 funds opened new Zimmer Biomet positions in Q2 2024 and 85 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q2 2024 was T. Rowe Price Associates, an estimated $220M added.
  • The largest Zimmer Biomet seller in Q2 2024 was Millennium Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2024.