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Zimmer Biomet

1,027 hedge funds and large institutions have $19.2B invested in Zimmer Biomet in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 303 increasing their positions, 376 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 85

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

5% more funds holding

Funds holding: 9811,027 (+46)

2.63% more ownership

Funds ownership: 88.95%91.58% (+2.6%)

1% less capital invested

Capital invested by funds: $19.5B → $19.2B (-$271M)

19% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 376

26% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $84M

Holders
1,027
Holders Change
+46
Holders Change %
+4.69%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
151
Increased
303
Reduced
376
Closed
85
Calls
$62.5M
Puts
$84M
Net Calls
-$21.5M
Net Calls Change
+$59.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
926
Wood Tarver Financial Group
Idaho
$10K +$10.7K +100 New
AFG
927
Albion Financial Group
Utah
$9.51K +$9.66K +90 New
WA
928
Whipplewood Advisors
Colorado
$8.77K +$8.91K +83 New
ME
929
McIlrath & Eck
Washington
$8.65K
GWMI
930
Guardian Wealth Management (Illinois)
Illinois
$8.63K
MA
931
Montag & Associates
Georgia
$8.47K
EPIM
932
Evelyn Partners Investment Management
$8.45K +$8.58K +80 New
FWA
933
Flagship Wealth Advisors
Massachusetts
$8.45K +$8.58K +80 New
PFSC
934
Peoples Financial Services Corp
Pennsylvania
$8.45K +$8.58K +80 New
AGWCA
935
Annis Gardner Whiting Capital Advisors
Florida
$8.18K +$1.4K +13 +20%
MAM
936
Meeder Asset Management
Ohio
$8.03K +$8.15K +76 New
GBT
937
Grove Bank & Trust
Florida
$7.82K +$3.54K +33 +80%
FFA
938
Frazier Financial Advisors
Ohio
$7.8K
JGIA
939
Jackson Grant Investment Advisers
Connecticut
$7.77K
RCM
940
Raleigh Capital Management
North Carolina
$7.72K +$2.68K +25 +52%
BIA
941
Bell Investment Advisors
California
$7.71K -$4.29K -40 -35%
MWA
942
Medallion Wealth Advisors
Connecticut
$7.36K +$6.97K +65 New
SO
943
Sierra Ocean
California
$7.19K +$7.3K +68 New
PP
944
PrairieView Partners
Minnesota
$7K
WA
945
WPG Advisers
Maryland
$6.76K +$6.87K +64 New
CWM
946
Consultiva Wealth Management
Puerto Rico
$6.44K +$6.54K +61 New
PGAM
947
Princeton Global Asset Management
New Jersey
$6.34K
MCM
948
MV Capital Management
Maryland
$6.23K -$8.05K -75 -56%
CSWM
949
Cassady Schiller Wealth Management
Ohio
$6.23K +$1.72K +16 +37%
CCM
950
Chilton Capital Management
Texas
$5.81K +$5.9K +55 New

ZBH Hedge Fund Activity: Q4 2024 in Review

1,027 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2024, worth a combined $19.2B — down 1.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ZBH positions and 85 closed out — a net gain of 66 holders — while 303 added to existing stakes and 376 trimmed.

The largest buyer was Franklin Resources, adding an estimated $300M. The largest seller was Victory Capital Management, cutting an estimated $332M.

  • 1,027 institutional investors held Zimmer Biomet (ZBH) as of Q4 2024, up from 981 in Q3 2024.
  • Funds reported $19.2B of Zimmer Biomet stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 151 funds opened new Zimmer Biomet positions in Q4 2024 and 85 closed out, a net change of +66 holders.
  • The largest Zimmer Biomet buyer in Q4 2024 was Franklin Resources, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q4 2024 was Victory Capital Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2024.