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Zimmer Biomet

919 hedge funds and large institutions have $19.6B invested in Zimmer Biomet in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 289 increasing their positions, 353 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $35.4M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

0.17% less ownership

Funds ownership: 89.68%89.51% (-0.17%)

0% less capital invested

Capital invested by funds: $19.7B → $19.6B (-$87.7M)

4% less funds holding

Funds holding: 956919 (-37)

18% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 353

33% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 89

Holders
919
Holders Change
-37
Holders Change %
-3.87%
% of All Funds
15.83%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
60
Increased
289
Reduced
353
Closed
89
Calls
$81.3M
Puts
$35.4M
Net Calls
+$45.9M
Net Calls Change
+$37.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
901
Carolinas Wealth Consulting
North Carolina
$1K
CWM
902
Castle Wealth Management
Florida
$1K
CWA
903
Clearview Wealth Advisors
Oregon
$1K
EBA
904
Eagle Bay Advisors
New York
$1K
GC
905
Gould Capital
Washington
$1K
IAMOG
906
Investors Asset Management of Georgia
Georgia
$1K
Kayne Anderson Rudnick Investment Management
907
Kayne Anderson Rudnick Investment Management
California
$1K
KFP
908
KB Financial Partners
New Jersey
$1K
LWANC
909
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
S
910
Surevest
California
$1K
TFA
911
Toth Financial Advisory
Virginia
$1K
BHWM
912
Beaird Harris Wealth Management
Texas
$1K +$768 +7 New
FSWA
913
Financial Synergies Wealth Advisors
Texas
$941 +$988 +9 New
WIM
914
Westside Investment Management
California
$364
FGAM
915
Financial Gravity Asset Management
Texas
$140 +$34.6K +315 New
TC
916
TwinBeech Capital
New York
-$30.1M -286,286 Closed
ACA
917
Anchor Capital Advisors
Massachusetts
-$25.4M -241,385 Closed
EGM
918
Engineers Gate Manager
New York
-$12.4M -118,280 Closed
HM
919
HealthCor Management
New York
-$7.57M -72,020 Closed
Twin Tree Management
920
Twin Tree Management
Texas
-$5.88M -55,998 Closed
IHAM
921
Integral Health Asset Management
New York
-$4.39M -41,748 Closed
OQS
922
Occudo Quantitative Strategies
Florida
-$4.03M -38,322 Closed
LCM
923
Laurion Capital Management
New York
-$2.78M -26,499 Closed
HWM
924
Horizon Wealth Management
Illinois
-$1.7M -16,148 Closed
MSRPS
925
Maryland State Retirement & Pension System
Maryland
-$1.67M -15,846 Closed

ZBH Hedge Fund Activity: Q3 2022 in Review

919 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2022, worth a combined $19.6B — down 0.44% from $19.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of ZBH and 60 opened new positions — a net loss of 29 holders — while 353 trimmed existing stakes and 289 added.

The largest buyer was Citadel Advisors, adding an estimated $237M. The largest seller was JP Morgan Chase, cutting an estimated $368M.

  • 919 institutional investors held Zimmer Biomet (ZBH) as of Q3 2022, down from 956 in Q2 2022.
  • Funds reported $19.6B of Zimmer Biomet stock for Q3 2022, down 0.44% quarter-over-quarter.
  • 60 funds opened new Zimmer Biomet positions in Q3 2022 and 89 closed out, a net change of -29 holders.
  • The largest Zimmer Biomet buyer in Q3 2022 was Citadel Advisors, an estimated $237M added.
  • The largest Zimmer Biomet seller in Q3 2022 was JP Morgan Chase, an estimated $368M sold.

Based on aggregated 13F filings for Q3 2022.