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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
TFG
951
Team Financial Group
California
$7.18K +$8.13K +64 New
NC
952
NewSquare Capital
Pennsylvania
$6.17K -$3.05K -24 -30%
FMP
953
Financial Management Professionals
Texas
$6K -$1.27K -10 -15%
TWM
954
Tradition Wealth Management
Minnesota
$6K
SCA
955
Stonebridge Capital Advisors
Minnesota
$5.83K +$6.6K +52 New
HCM
956
Hollencrest Capital Management
California
$5.61K
YDMI
957
Y.D. More Investments
Israel
$5.61K
M
958
MOTCO
Texas
$5.61K +$6.22K +49 +4,900%
BSB
959
Bangor Savings Bank
Maine
$5.61K +$6.35K +50 New
FGA
960
Fortis Group Advisors
New Jersey
$5.61K +$6.35K +50 New
SWM
961
Sugarloaf Wealth Management
Georgia
$5.27K
NIC
962
Northwest Investment Counselors
Oregon
$5.16K -$2.54K -20 -30%
SWA
963
SOA Wealth Advisors
New York
$5.16K
CAL
964
Capital Analysts LLC
Pennsylvania
$5K
SFG
965
Steward Financial Group
Texas
$5K +$7.62K +60 New
GFPC
966
Global Financial Private Client
Florida
$4.68K
CSWM
967
Cassady Schiller Wealth Management
Ohio
$4.49K
HWA
968
Heritage Wealth Advisors
Virginia
$4.49K
IWP
969
IAG Wealth Partners
Wisconsin
$4.49K
MCA
970
Maryland Capital Advisors
Maryland
$4.49K
NCM
971
Northwest Capital Management
Oregon
$4.49K
CWA
972
Carolina Wealth Advisors
South Carolina
$4.49K
OP
973
ORG Partners
Indiana
$4.49K
HWM
974
HighMark Wealth Management
Minnesota
$4.26K -$3.43K -27 -42%
FFC
975
First Financial Corp
Indiana
$4.15K

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.