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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
WIM
976
Westside Investment Management
California
$37 -$371K -3,196 -92%
CMP
977
Coston McIsaac & Partners
Maine
$19 – – –
CCM
978
Cinctive Capital Management
New York
– -$11.2M -107,194 Closed
LIP
979
Liontrust Investment Partners
United Kingdom
– -$9.1M -87,063 Closed
CCMD
980
Cypress Capital Management (Delaware)
Delaware
– -$6.7M -64,103 Closed
ERSOT
981
Employees Retirement System of Texas
Texas
– -$6.51M -62,300 Closed
SG Americas Securities
982
SG Americas Securities
New York
– -$6.14M -58,702 Closed
KMC
983
Kirr Marbach & Co
Indiana
– -$5.55M -52,928 Closed
WPC
984
Waters Parkerson & Co
Louisiana
– -$3.95M -37,783 Closed
RCAP
985
Resolute Capital Asset Partners
Colorado
– -$3.68M -35,200 Closed
CCS
986
Concentric Capital Strategies
Connecticut
– -$1.96M -18,759 Closed
Group One Trading
987
Group One Trading
Illinois
– -$2.18M -18,759 Closed
LCM
988
Landscape Capital Management
New Jersey
– -$1.86M -17,779 Closed
MF
989
Magnetar Financial
Illinois
– -$1.73M -16,500 Closed
Capstone Investment Advisors
990
Capstone Investment Advisors
New York
– -$1.37M -13,109 Closed
TCM
991
Teza Capital Management
Illinois
– -$1.3M -12,471 Closed
KOC
992
Koss-Olinger Consulting
Florida
– -$1.09M -10,387 Closed
MA
993
MUFG Americas
New York
– -$876K -8,376 Closed
OPPTF
994
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$862K -8,067 Closed
JWM
995
Jupiter Wealth Management
Colorado
– -$784K -7,500 Closed
SEC
996
Seven Eight Capital
New York
– -$599K -5,732 Closed
VF
997
Virtu Financial
New York
– -$599K -5,729 Closed
ACM
998
AlphaCrest Capital Management
New York
– -$517K -4,949 Closed
Connor, Clark & Lunn Investment Management (CC&L)
999
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$455K -4,349 Closed
Simplex Trading
1000
Simplex Trading
Illinois
– -$488K -4,204 Closed
38 39
40
41 42

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.