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Zimmer Biomet

1,005 hedge funds and large institutions have $20.2B invested in Zimmer Biomet in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 401 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 85

0.1% more ownership

Funds ownership: 90.36%90.46% (+0.1%)

1% less funds holding

Funds holding: 1,0111,005 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

17% less capital invested

Capital invested by funds: $24.4B → $20.2B (-$4.25B)

23% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 401

38% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $73.6M

Holders
1,005
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
94
Increased
308
Reduced
401
Closed
85
Calls
$45.4M
Puts
$73.6M
Net Calls
-$28.1M
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
901
Coppell Advisory Solutions
Texas
$12K +$13.1K +111 New
Lazard Asset Management
902
Lazard Asset Management
New York
$12K -$19.6K -166 -59%
GKIM
903
GW&K Investment Management
Massachusetts
$12K +$589 +5 +5%
CWP
904
Concord Wealth Partners
Virginia
$12K
CFFP
905
Center for Financial Planning
Michigan
$11.9K -$1.77K -15 -12%
GXJ
906
Global X Japan
Japan
$11.8K -$17.7K -150 -58%
RCM
907
Raleigh Capital Management
North Carolina
$11.7K +$3.42K +29 +37%
WWP
908
WR Wealth Planners
Missouri
$11.5K -$1.18K -10 -9%
VAG
909
VisionPoint Advisory Group
Texas
$11.5K
FP
910
Financial Perspectives
Minnesota
$11.4K
AP
911
Aspect Partners
Virginia
$11.3K
PMFA
912
Plante Moran Financial Advisors
Michigan
$11.2K
TCM
913
Tradewinds Capital Management
Washington
$11.1K
PAI
914
Pittenger & Anderson Inc
Nebraska
$11.1K
USB
915
Union Savings Bank
Connecticut
$10.9K -$32.4K -275 -73%
FPFS
916
First Personal Financial Services
North Carolina
$10.9K -$5.42K -46 -32%
NL
917
NVWM LLC
Pennsylvania
$10.9K -$707 -6 -6%
CHA
918
Carmichael Hill & Associates
Maryland
$10.9K
MWM
919
Mascoma Wealth Management
New Hampshire
$10.9K
CFM
920
Catalyst Funds Management
Australia
$10.9K +$11.8K +100 New
WOSD
921
WFA of San Diego
California
$10.9K +$11.8K +100 New
1IA
922
1620 Investment Advisors
Massachusetts
$10.6K +$11.6K +98 New
KIG
923
Kessler Investment Group
Indiana
$10.4K
T
924
Tidemark
California
$10.4K
JWM
925
Janiczek Wealth Management
Colorado
$9.66K

ZBH Hedge Fund Activity: Q2 2024 in Review

1,005 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2024, worth a combined $20.2B — down 17% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZBH positions and 85 closed out — a net gain of 9 holders — while 308 added to existing stakes and 401 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $220M. The largest seller was Millennium Management, cutting an estimated $160M.

  • 1,005 institutional investors held Zimmer Biomet (ZBH) as of Q2 2024, down from 1,011 in Q1 2024.
  • Funds reported $20.2B of Zimmer Biomet stock for Q2 2024, down 17% quarter-over-quarter.
  • 94 funds opened new Zimmer Biomet positions in Q2 2024 and 85 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q2 2024 was T. Rowe Price Associates, an estimated $220M added.
  • The largest Zimmer Biomet seller in Q2 2024 was Millennium Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2024.