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Zimmer Biomet

1,027 hedge funds and large institutions have $19.2B invested in Zimmer Biomet in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 303 increasing their positions, 376 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 85

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

5% more funds holding

Funds holding: 9811,027 (+46)

2.63% more ownership

Funds ownership: 88.95%91.58% (+2.6%)

1% less capital invested

Capital invested by funds: $19.5B → $19.2B (-$271M)

19% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 376

26% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $84M

Holders
1,027
Holders Change
+46
Holders Change %
+4.69%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
151
Increased
303
Reduced
376
Closed
85
Calls
$62.5M
Puts
$84M
Net Calls
-$21.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BOJHT
876
Bank of Jackson Hole Trust
Wyoming
$17K +$17.3K +161 New
FCG
877
Financial Connections Group
California
$17K
OSNBOA
878
Old Second National Bank of Aurora
Illinois
$16.9K
RTL
879
Red Tortoise LLC
Georgia
$16.5K +$3.97K +37 +31%
WAS
880
Winch Advisory Services
Wisconsin
$15.8K
WIM
881
Westside Investment Management
California
$15.3K
HWA
882
HHM Wealth Advisors
Tennessee
$15.2K -$8.05K -75 -34%
TPCW
883
TD Private Client Wealth
New York
$15.1K -$3.22K -30 -17%
KFI
884
Key Financial Inc
Pennsylvania
$15.1K
CAL
885
Capital Advisors Ltd
Ohio
$15K +$7.19K +67 +89%
AA
886
Addison Advisors
Vermont
$14.8K
PWMG
887
Private Wealth Management Group
New Jersey
$14.5K +$966 +9 +7%
LWANC
888
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.4K
MFA
889
McClarren Financial Advisors
Pennsylvania
$14K
CP
890
Castleview Partners
Texas
$13.9K +$536 +5 +4%
TVWM
891
Tower View Wealth Management
Wisconsin
$13.7K -$3.86K -36 -22%
PWMG
892
Prestige Wealth Management Group
New Jersey
$13.4K
BONH
893
Bank of New Hampshire
New Hampshire
$13.2K
CMP
894
Coston McIsaac & Partners
Maine
$13K
FMTCOCP
895
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
VNA
896
Valley National Advisers
Pennsylvania
$13K
GKIM
897
GW&K Investment Management
Massachusetts
$13K +$322 +3 +3%
GXJ
898
Global X Japan
Japan
$12.8K +$2.79K +26 +27%
CA
899
Crewe Advisors
Utah
$12.7K -$3.65K -34 -22%
MWM
900
Mascoma Wealth Management
New Hampshire
$12.7K +$2.15K +20 +20%

ZBH Hedge Fund Activity: Q4 2024 in Review

1,027 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2024, worth a combined $19.2B — down 1.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ZBH positions and 85 closed out — a net gain of 66 holders — while 303 added to existing stakes and 376 trimmed.

The largest buyer was Franklin Resources, adding an estimated $300M. The largest seller was Victory Capital Management, cutting an estimated $332M.

  • 1,027 institutional investors held Zimmer Biomet (ZBH) as of Q4 2024, up from 981 in Q3 2024.
  • Funds reported $19.2B of Zimmer Biomet stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 151 funds opened new Zimmer Biomet positions in Q4 2024 and 85 closed out, a net change of +66 holders.
  • The largest Zimmer Biomet buyer in Q4 2024 was Franklin Resources, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q4 2024 was Victory Capital Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2024.