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Zimmer Biomet

1,016 hedge funds and large institutions have $20.6B invested in Zimmer Biomet in 2023 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 314 increasing their positions, 377 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 105

1.26% less ownership

Funds ownership: 88.86%87.6% (-1.3%)

1% less funds holding

Funds holding: 1,0311,016 (-15)

17% less repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 377

19% less call options, than puts

Call options by funds: $119M | Put options by funds: $146M

24% less capital invested

Capital invested by funds: $26.9B → $20.6B (-$6.38B)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,016
Holders Change
-15
Holders Change %
-1.45%
% of All Funds
16.12%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
106
Increased
314
Reduced
377
Closed
105
Calls
$119M
Puts
$146M
Net Calls
-$27.2M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
901
Tortoise Investment Management
New York
$18.5K
MCM
902
MV Capital Management
Maryland
$18.1K +$2.54K +20 +14%
FCG
903
Financial Connections Group
California
$18K
MA
904
Montag & Associates
Georgia
$18K
OSNBOA
905
Old Second National Bank of Aurora
Illinois
$18K
JWA
906
JFS Wealth Advisors
Pennsylvania
$17.2K -$1.52K -12 -7%
WAS
907
Winch Advisory Services
Wisconsin
$17K
HL
908
HeadInvest LLC
Maine
$16.7K +$19K +150 New
OA
909
Operose Advisors
Wisconsin
$16.5K +$13.6K +107 +268%
FPFS
910
First Personal Financial Services
North Carolina
$16.4K
KFI
911
Key Financial Inc
Pennsylvania
$16K
AA
912
Addison Advisors
Vermont
$15.7K
IFAM
913
Institutional & Family Asset Management
Colorado
$15.3K
AWM
914
Avior Wealth Management
Nebraska
$15.2K -$6.35K -50 -27%
LB
915
Legacy Bridge
Iowa
$15.2K
PMFA
916
Plante Moran Financial Advisors
Michigan
$15K -$508 -4 -3%
PP
917
Paloma Partners
Connecticut
$14.9K +$16.9K +133 New
BWL
918
Bogart Wealth LLC
Virginia
$14.9K
BAAM
919
Baker Avenue Asset Management
California
$14.3K +$889 +7 +6%
AA
920
AlphaMark Advisors
Kentucky
$14K
RTC
921
Riverview Trust Company
Washington
$13.8K
BFPW
922
BOK Financial Private Wealth
Colorado
$13.5K
CMP
923
Coston McIsaac & Partners
Maine
$13K -$4.06K -32 -21%
MFG
924
Mendota Financial Group
Wisconsin
$12.9K
JFGIW
925
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.7K

ZBH Hedge Fund Activity: Q3 2023 in Review

1,016 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q3 2023, worth a combined $20.6B — down 24% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ZBH positions and 105 closed out — a net gain of 1 holder — while 314 added to existing stakes and 377 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $185M. The largest seller was Franklin Resources, cutting an estimated $395M.

  • 1,016 institutional investors held Zimmer Biomet (ZBH) as of Q3 2023, down from 1,031 in Q2 2023.
  • Funds reported $20.6B of Zimmer Biomet stock for Q3 2023, down 24% quarter-over-quarter.
  • 106 funds opened new Zimmer Biomet positions in Q3 2023 and 105 closed out, a net change of +1 holder.
  • The largest Zimmer Biomet buyer in Q3 2023 was Citadel Advisors, an estimated $185M added.
  • The largest Zimmer Biomet seller in Q3 2023 was Franklin Resources, an estimated $395M sold.

Based on aggregated 13F filings for Q3 2023.