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Zimmer Biomet

1,031 hedge funds and large institutions have $26.9B invested in Zimmer Biomet in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 357 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 70

60% more call options, than puts

Call options by funds: $91.2M | Put options by funds: $57.1M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

13% more capital invested

Capital invested by funds: $23.9B → $26.9B (+$3.08B)

4% more funds holding

Funds holding: 9931,031 (+38)

9% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 327

0.91% more ownership

Funds ownership: 87.95%88.86% (+0.91%)

Holders
1,031
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
113
Increased
357
Reduced
327
Closed
70
Calls
$91.2M
Puts
$57.1M
Net Calls
+$34M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
901
Tower View Wealth Management
Wisconsin
$28K
HB
902
Horizon Bancorp
Indiana
$28K +$24.2K +178 +1,483%
AWM
903
Avior Wealth Management
Nebraska
$27K +$7.88K +58 +46%
GI
904
Gradient Investments
Minnesota
$26.9K
CIA
905
Cape Investment Advisory
Georgia
$26.4K +$5.57K +41 +29%
BONH
906
Bank of New Hampshire
New Hampshire
$26.2K
FWM
907
Focused Wealth Management
New York
$25.7K
AIC
908
Archer Investment Corporation
Indiana
$25.2K
JWA
909
JFS Wealth Advisors
Pennsylvania
$24K
TIM
910
Tortoise Investment Management
New York
$24K
FMTCOCP
911
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
FCG
912
Financial Connections Group
California
$24K
Lazard Asset Management
913
Lazard Asset Management
New York
$24K +$5.84K +43 +35%
MA
914
Montag & Associates
Georgia
$23.3K
SC
915
SouthState Corp
Florida
$23.3K -$17.7K -130 -45%
OSNBOA
916
Old Second National Bank of Aurora
Illinois
$23.3K
CMP
917
Coston McIsaac & Partners
Maine
$22K
VNA
918
Valley National Advisers
Pennsylvania
$22K
WAS
919
Winch Advisory Services
Wisconsin
$22K
FPFS
920
First Personal Financial Services
North Carolina
$21.3K
KFI
921
Key Financial Inc
Pennsylvania
$20.8K
MCM
922
MV Capital Management
Maryland
$20.5K +$272 +2 +1%
AA
923
Addison Advisors
Vermont
$20.4K
AWM
924
Abound Wealth Management
Tennessee
$20.1K +$14.8K +109 +376%
RCM
925
Raleigh Capital Management
North Carolina
$20.1K +$12.9K +95 +221%

ZBH Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2023, worth a combined $26.9B — up 13% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZBH positions and 70 closed out — a net gain of 43 holders — while 357 added to existing stakes and 327 trimmed.

The largest buyer was Invesco, adding an estimated $240M. The largest seller was Longview Partners, exiting entirely with an estimated $276M sold.

  • 1,031 institutional investors held Zimmer Biomet (ZBH) as of Q2 2023, up from 993 in Q1 2023.
  • Funds reported $26.9B of Zimmer Biomet stock for Q2 2023, up 13% quarter-over-quarter.
  • 113 funds opened new Zimmer Biomet positions in Q2 2023 and 70 closed out, a net change of +43 holders.
  • The largest Zimmer Biomet buyer in Q2 2023 was Invesco, an estimated $240M added.
  • The largest Zimmer Biomet seller in Q2 2023 was Longview Partners, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2023.