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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
HDIM
926
Hanson & Doremus Investment Management
Vermont
$4K -$13.9K -120 -78%
TAIM
927
TD Ameritrade Investment Management
Nebraska
$4K -$928 -8 -20%
HC
928
Hoese & Co
Minnesota
$4K – – –
SC
929
Sierra Capital
Florida
$4K – – –
ST
930
Sageworth Trust
Pennsylvania
$4K +$1.39K +12 +60%
PO
931
Private Ocean
California
$3.83K – – –
AWM
932
Abound Wealth Management
Tennessee
$3.7K +$1.04K +9 +45%
NC
933
NewSquare Capital
Pennsylvania
$3.31K +$3.02K +26 New
RTL
934
Red Tortoise LLC
Georgia
$3.19K +$2.9K +25 New
VCM
935
Versant Capital Management
Arizona
$3.06K – – –
BWL
936
Bogart Wealth LLC
Virginia
$3.03K +$1.28K +11 +85%
MFC
937
Mechanics Financial Corp
Ohio
$3K – – –
SC
938
Steph & Co
Wisconsin
$3K – – –
LF
939
Lee Financial
Texas
$2.93K – – –
HS
940
Horan Securities
United States
$2.68K – – –
PP
941
PFS Partners
New Jersey
$2.65K – – –
BC
942
Barrett & Company
Rhode Island
$2.55K – – –
DI
943
Disciplined Investments
Oklahoma
$2.55K +$348 +3 +18%
NFSG
944
Newbridge Financial Services Group
Florida
$2.55K +$2.32K +20 New
SIC
945
SJS Investment Consulting
Ohio
$2.42K -$232 -2 -10%
BWA
946
BDO Wealth Advisors
Florida
$2.29K – – –
ZIG
947
Zullo Investment Group
Pennsylvania
$2.04K – – –
Kayne Anderson Rudnick Investment Management
948
Kayne Anderson Rudnick Investment Management
California
$1.53K – – –
WPA
949
West Paces Advisors
Georgia
$1.53K – – –
FA
950
Fiduciary Alliance
South Carolina
$1.4K +$1.28K +11 New
36 37
38
39 40

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.