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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 %
TCM
926
Tradewinds Capital Management
Washington
$12.4K – – –
MWM
927
Mascoma Wealth Management
New Hampshire
$12.2K – – –
NL
928
NVWM LLC
Pennsylvania
$12.2K – – –
FGA
929
Fortis Group Advisors
New Jersey
$12.2K +$6.09K +50 +100%
PIM
930
Plato Investment Management
Australia
$12K +$12K +99 New
AWM
931
Able Wealth Management
New Jersey
$11.8K +$11.8K +97 New
KIG
932
Kessler Investment Group
Indiana
$11.7K – – –
T
933
Tidemark
California
$11.7K +$11.7K +96 New
PPC
934
Park Place Capital
Alabama
$11.3K +$11.3K +93 New
CAM
935
ClariVest Asset Management
California
$10.6K – – –
CFO
936
CVA Family Office
Colorado
$10.3K +$10.3K +85 New
CAL
937
Capital Advisors Ltd
Ohio
$10K +$127 +1 +1%
GKIM
938
GW&K Investment Management
Massachusetts
$10K +$370 +3 +4%
WIA
939
Wetzel Investment Advisors
Indiana
$10K +$10K +81 New
ME
940
McIlrath & Eck
Washington
$9.96K – – –
GWM
941
Guardian Wealth Management
Illinois
$9.94K +$9.94K +82 New
Capstone Investment Advisors
942
Capstone Investment Advisors
New York
$9.74K -$255K -2,094 -96%
CAM
943
Creekmur Asset Management
Illinois
$9.74K +$9.74K +80 New
BHWM
944
Beaird Harris Wealth Management
Texas
$9.62K +$8.76K +72 +1,029%
TSW
945
Thompson Siegel & Walmsley
Virginia
$9K – – –
PP
946
PrairieView Partners
Minnesota
$9K – – –
TCWA
947
Turtle Creek Wealth Advisors
Texas
$8.88K +$8.88K +73 New
CAS
948
Coppell Advisory Solutions
Texas
$8.76K +$8.76K +72 New
NFSG
949
Newbridge Financial Services Group
Florida
$8.52K – – –
Loomis, Sayles & Company
950
Loomis, Sayles & Company
Massachusetts
$8K -$2.59K -21 -24%
36 37
38
39 40