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Zimmer Biomet
ZBH

Overview Fund Activity

1,023 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 276 increasing their positions, 426 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
124
Increased
276
Reduced
426
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.4B
2
Morgan Stanley
Morgan Stanley
New York
$677M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
4
American Century Companies
American Century Companies
Missouri
$722M
5
SCM
Shapiro Capital Management
Georgia
$121M

Top Sellers

1
BlackRock
BlackRock
New York
$2.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
$73.4M
3
Holocene Advisors
Holocene Advisors
New York
$5.65M
4
Citadel Advisors
Citadel Advisors
Florida
$73.5M
5
NI
Nuance Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
901
Addison Advisors
Vermont
$17K – – –
IFAM
902
Institutional & Family Asset Management
Colorado
$16.6K – – –
AWM
903
Avior Wealth Management
Nebraska
$16.5K – – –
BWL
904
Bogart Wealth LLC
Virginia
$16.2K – – –
BGAI
905
Bruce G. Allen Investments
Colorado
$16.1K +$16.1K +132 New
ADL
906
Asset Dedication LLC
California
$16K -$13.6K -115 -46%
HCP
907
Hexagon Capital Partners
Arkansas
$15.5K +$4.5K +37 +41%
PWMG
908
Private Wealth Management Group
New Jersey
$15.5K +$15.5K +127 New
CMP
909
Coston McIsaac & Partners
Maine
$15K – – –
FFA
910
Frazier Financial Advisors
Ohio
$14.7K +$14.7K +121 New
WCM
911
Winthrop Capital Management
Indiana
$14.6K +$14.6K +120 New
AGWCA
912
Annis Gardner Whiting Capital Advisors
Florida
$14.5K +$3.18K +26 +28%
MIA
913
MeadowBrook Investment Advisors
Michigan
$14.5K +$14.5K +119 New
MFG
914
Mendota Financial Group
Wisconsin
$14K – – –
JFGIW
915
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8K – – –
BIA
916
Bell Investment Advisors
California
$13.8K +$3.04K +25 +28%
CFFP
917
Center for Financial Planning
Michigan
$13.4K – – –
RIM
918
Rockbridge Investment Management
New York
$13.3K +$13.3K +109 New
FP
919
Financial Perspectives
Minnesota
$12.8K – – –
BWM
920
Baystate Wealth Management
Massachusetts
$12.7K +$122 +1 +1%
AP
921
Aspect Partners
Virginia
$12.7K +$12.7K +104 New
CP
922
Castleview Partners
Texas
$12.6K +$12.6K +104 New
PMFA
923
Plante Moran Financial Advisors
Michigan
$12.6K -$3.67K -30 -23%
VAG
924
VisionPoint Advisory Group
Texas
$12.5K -$12.5K -103 -50%
PAI
925
Pittenger & Anderson Inc
Nebraska
$12.4K +$12.4K +102 New
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37
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