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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
PMFA
926
Plante Moran Financial Advisors
Michigan
$20K +$544 +4 +3%
IFAM
927
Institutional & Family Asset Management
Colorado
$19.8K
LB
928
Legacy Bridge
Iowa
$19.7K
BWL
929
Bogart Wealth LLC
Virginia
$19.3K +$16.3K +120 +923%
AA
930
AlphaMark Advisors
Kentucky
$18K
CAM
931
ClariVest Asset Management
California
$18K +$8.43K +62 +111%
RTC
932
Riverview Trust Company
Washington
$17.9K
BFPW
933
BOK Financial Private Wealth
Colorado
$17.5K
BAAM
934
Baker Avenue Asset Management
California
$17.5K
MFG
935
Mendota Financial Group
Wisconsin
$16.7K
JFGIW
936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.5K
CFFP
937
Center for Financial Planning
Michigan
$16K
CWP
938
Concord Wealth Partners
Virginia
$15.9K
BWM
939
Baystate Wealth Management
Massachusetts
$15.7K
BIA
940
Bell Investment Advisors
California
$15.4K -$1.09K -8 -7%
FP
941
Financial Perspectives
Minnesota
$15.3K
PPWM
942
PFG Private Wealth Management
Florida
$15.1K
VAG
943
VisionPoint Advisory Group
Texas
$15K +$14K +103 New
TCM
944
Tradewinds Capital Management
Washington
$14.8K
NL
945
NVWM LLC
Pennsylvania
$14.6K
WOSD
946
WFA of San Diego
California
$14.6K +$13.6K +100 New
WWP
947
WR Wealth Planners
Missouri
$14.6K +$13.6K +100 New
CAL
948
Capital Advisors Ltd
Ohio
$14K +$136 +1 +1%
KIG
949
Kessler Investment Group
Indiana
$14K
CFO
950
CVA Family Office
Colorado
$13.8K +$679 +5 +6%

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.