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Zimmer Biomet

1,031 hedge funds and large institutions have $26.9B invested in Zimmer Biomet in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 357 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 70

60% more call options, than puts

Call options by funds: $91.2M | Put options by funds: $57.1M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

13% more capital invested

Capital invested by funds: $23.9B → $26.9B (+$3.08B)

4% more funds holding

Funds holding: 9931,031 (+38)

9% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 327

0.91% more ownership

Funds ownership: 87.95%88.86% (+0.91%)

Holders
1,031
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
113
Increased
357
Reduced
327
Closed
70
Calls
$91.2M
Puts
$57.1M
Net Calls
+$34M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
976
Global Financial Private Client
Florida
$5.99K
TFP
977
Tilia Fiduciary Partners
North Carolina
$5.82K -$6.12K -45 -53%
CWA
978
Carolina Wealth Advisors
South Carolina
$5.82K
CSWM
979
Cassady Schiller Wealth Management
Ohio
$5.82K
HWA
980
Heritage Wealth Advisors
Virginia
$5.82K
IWP
981
IAG Wealth Partners
Wisconsin
$5.82K
OA
982
Operose Advisors
Wisconsin
$5.82K
MCA
983
Maryland Capital Advisors
Maryland
$5.82K +$5.44K +40 New
NCM
984
Northwest Capital Management
Oregon
$5.82K +$5.44K +40 New
OP
985
ORG Partners
Indiana
$5.7K +$5.44K +40 New
GBT
986
Grove Bank & Trust
Florida
$5.68K
VCM
987
Versant Capital Management
Arizona
$5.53K +$1.9K +14 +58%
FFC
988
First Financial Corp
Indiana
$5.39K -$1.5K -11 -23%
TIM
989
Thompson Investment Management
Wisconsin
$5.1K
GJIA
990
Glass Jacobson Investment Advisors
Maryland
$5.1K +$4.76K +35 New
CCP
991
Carmel Capital Partners
California
$4.37K
CCM
992
Chilton Capital Management
Texas
$4.37K
HC
993
Hoese & Co
Minnesota
$4.37K
TAIM
994
TD Ameritrade Investment Management
Nebraska
$4K -$544 -4 -12%
CTWM
995
Cherry Tree Wealth Management
Minnesota
$3.93K +$3.67K +27 New
ACM
996
Antonetti Capital Management
Florida
$3.79K
MFC
997
Mechanics Financial Corp
Ohio
$3.64K
RTL
998
Red Tortoise LLC
Georgia
$3.64K
HS
999
Horan Securities
United States
$3.08K
SIC
1000
SJS Investment Consulting
Ohio
$3.06K +$136 +1 +5%

ZBH Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2023, worth a combined $26.9B — up 13% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZBH positions and 70 closed out — a net gain of 43 holders — while 357 added to existing stakes and 327 trimmed.

The largest buyer was Invesco, adding an estimated $240M. The largest seller was Longview Partners, exiting entirely with an estimated $276M sold.

  • 1,031 institutional investors held Zimmer Biomet (ZBH) as of Q2 2023, up from 993 in Q1 2023.
  • Funds reported $26.9B of Zimmer Biomet stock for Q2 2023, up 13% quarter-over-quarter.
  • 113 funds opened new Zimmer Biomet positions in Q2 2023 and 70 closed out, a net change of +43 holders.
  • The largest Zimmer Biomet buyer in Q2 2023 was Invesco, an estimated $240M added.
  • The largest Zimmer Biomet seller in Q2 2023 was Longview Partners, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2023.