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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
CWC
951
Carolinas Wealth Consulting
North Carolina
$1.28K +$580 +5 +100%
CWA
952
Clearview Wealth Advisors
Oregon
$1.27K – – –
LWANC
953
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.27K – – –
TFA
954
Toth Financial Advisory
Virginia
$1.27K – – –
FSWA
955
Financial Synergies Wealth Advisors
Texas
$1.15K – – –
HCP
956
Hexagon Capital Partners
Arkansas
$1.02K +$928 +8 New
Lazard Asset Management
957
Lazard Asset Management
New York
$1K -$5.8K -50 -77%
RG
958
Retirement Group
California
$1K +$464 +4 New
VF
959
VitalStone Financial
Texas
$1K +$696 +6 New
PPC
960
Park Place Capital
Alabama
$1K +$812 +7 New
PCM
961
Penserra Capital Management
California
$1K +$1.39K +12 New
TCOT
962
Trust Company of Toledo
Ohio
$817 +$103K +886 +16%
ECM
963
Everence Capital Management
Indiana
$752 +$685K +5,900 New
APC
964
Aspire Private Capital
North Carolina
$638 – – –
EBA
965
Eagle Bay Advisors
New York
$638 – – –
EE
966
EWG Elevate
California
$638 +$580 +5 New
PFPT
967
Pinnacle Financial Partners (Tennessee)
Tennessee
$638 +$580 +5 New
TWD
968
True Wealth Design
Ohio
$382 +$348 +3 New
JWM
969
Janiczek Wealth Management
Colorado
$370 +$348 +3 New
MYAM
970
Meiji Yasuda Asset Management
Japan
$298 -$31.3K -270 -10%
ITIM
971
Indiana Trust & Investment Management
Indiana
$279 – – –
TWP
972
TFO Wealth Partners
Ohio
$256 +$232 +2 New
WA
973
WestEnd Advisors
North Carolina
$255 -$116 -1 -33%
RAM
974
Riggs Asset Management
Pennsylvania
$128 – – –
CTA
975
Colonial Trust Advisors
South Carolina
$128 +$116 +1 New
37 38
39
40 41

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.