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Zimmer Biomet
ZBH

977 hedge funds and large institutions have $23.6B invested in Zimmer Biomet in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 294 increasing their positions, 332 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

44% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $35.1M

20% more capital invested

Capital invested by funds: $19.6B → $23.6B (+$3.97B)

6% more funds holding

Funds holding: 919 → 977 (+58)

0.63% less ownership

Funds ownership: 89.51% → 88.88% (-0.63%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

11% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 332

Holders
977
Holders Change
+58
Holders Change %
+6.31%
% of All Funds
15.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
137
Increased
294
Reduced
332
Closed
66
Calls
$50.5M
Puts
$35.1M
Net Calls
+$15.4M
Net Calls Change
-$30.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$161M
2
Victory Capital Management
Victory Capital Management
Texas
+$140M
3
Invesco
Invesco
Georgia
+$94M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$75.5M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$75M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$380M
2
American Century Companies
American Century Companies
Missouri
-$88.4M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$86.9M
4
Millennium Management
Millennium Management
New York
-$77.3M
5
CVA
Ceredex Value Advisors
Florida
-$67.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Accurate Wealth Management
Florida
$9.04K +$8.36K +72 New
PP
902
PrairieView Partners
Minnesota
$9K – – –
SWM
903
Sugarloaf Wealth Management
Georgia
$8.93K -$7.78K -67 -49%
NIC
904
Northwest Investment Counselors
Oregon
$8.41K -$9.28K -80 -55%
BWM
905
BerganKDV Wealth Management
Minnesota
$8.29K – – –
HWM
906
HighMark Wealth Management
Minnesota
$8.29K +$348 +3 +5%
GFWA
907
Grey Fox Wealth Advisors
Delaware
$8.29K +$7.54K +65 New
CFGS
908
Concourse Financial Group Securities
Alabama
$7.66K – – –
TWM
909
Tradition Wealth Management
Minnesota
$7K – – –
YDMI
910
Y.D. More Investments
Israel
$6.39K +$5.8K +50 New
HCM
911
Hollencrest Capital Management
California
$6.38K +$5.8K +50 New
SC
912
Schubert & Co
Texas
$6.12K +$1.86K +16 +50%
FFC
913
First Financial Corp
Indiana
$6.12K – – –
SWA
914
SOA Wealth Advisors
New York
$5.87K – – –
GFPC
915
Global Financial Private Client
Florida
$5.36K – – –
WTA
916
Washington Trust Advisors
Massachusetts
$5.23K -$21.8K -188 -82%
IWP
917
IAG Wealth Partners
Wisconsin
$5.1K – – –
TCWA
918
Ten Capital Wealth Advisors
Washington
$5.1K – – –
VWM
919
Valley Wealth Managers
New Jersey
$5.1K – – –
CSWM
920
Cassady Schiller Wealth Management
Ohio
$5.1K +$4.64K +40 New
FMP
921
Financial Management Professionals
Texas
$5K -$3.83K -33 -47%
CWA
922
Carolina Wealth Advisors
South Carolina
$5K – – –
CAL
923
Capital Analysts LLC
Pennsylvania
$5K +$116 +1 +2%
GJIA
924
Glass Jacobson Investment Advisors
Maryland
$4.84K +$4.41K +38 New
QL
925
Quarry LP
New York
$4.21K +$3.83K +33 New
35 36
37
38 39

ZBH Hedge Fund Activity: Q4 2022 in Review

977 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2022, worth a combined $23.6B — up 20% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ZBH positions and 66 closed out — a net gain of 71 holders — while 294 added to existing stakes and 332 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $161M. The largest seller was JP Morgan Chase, cutting an estimated $380M.

  • 977 institutional investors held Zimmer Biomet (ZBH) as of Q4 2022, up from 919 in Q3 2022.
  • Funds reported $23.6B of Zimmer Biomet stock for Q4 2022, up 20% quarter-over-quarter.
  • 137 funds opened new Zimmer Biomet positions in Q4 2022 and 66 closed out, a net change of +71 holders.
  • The largest Zimmer Biomet buyer in Q4 2022 was Morgan Stanley, an estimated $161M added.
  • The largest Zimmer Biomet seller in Q4 2022 was JP Morgan Chase, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2022.