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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
CFFP
926
Center for Financial Planning
Michigan
$12.3K
FP
927
Financial Perspectives
Minnesota
$11.8K
BWM
928
Baystate Wealth Management
Massachusetts
$11.6K -$508 -4 -4%
TCM
929
Tradewinds Capital Management
Washington
$11.4K +$127 +1 +1%
MWM
930
Mascoma Wealth Management
New Hampshire
$11.2K
NL
931
NVWM LLC
Pennsylvania
$11.2K
WOSD
932
WFA of San Diego
California
$11.2K
WWP
933
WR Wealth Planners
Missouri
$11.2K
KIG
934
Kessler Investment Group
Indiana
$10.8K
SC
935
SouthState Corp
Florida
$10.5K -$8.38K -66 -41%
AGWCA
936
Annis Gardner Whiting Capital Advisors
Florida
$10.5K +$11.8K +93 New
MAM
937
Marquette Asset Management
Minnesota
$10.3K
HCP
938
Hexagon Capital Partners
Arkansas
$10.1K -$508 -4 -4%
EARNEST Partners
939
EARNEST Partners
Georgia
$10.1K
HDIM
940
Hanson & Doremus Investment Management
Vermont
$10K
Loomis, Sayles & Company
941
Loomis, Sayles & Company
Massachusetts
$10K +$6.1K +48 +126%
BIA
942
Bell Investment Advisors
California
$9.88K -$2.29K -18 -17%
ME
943
McIlrath & Eck
Washington
$9.17K
CAM
944
ClariVest Asset Management
California
$9K -$3.94K -31 -26%
CAL
945
Capital Advisors Ltd
Ohio
$9K -$2.16K -17 -18%
GKIM
946
GW&K Investment Management
Massachusetts
$9K +$1.02K +8 +11%
PP
947
PrairieView Partners
Minnesota
$8K
TSW
948
Thompson Siegel & Walmsley
Virginia
$8K
NFSG
949
Newbridge Financial Services Group
Florida
$7.86K
AWM
950
Activest Wealth Management
Florida
$7.52K

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.