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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
SIA
976
SkyView Investment Advisors
New Jersey
$4K +$4.57K +36 New
TIM
977
Thompson Investment Management
Wisconsin
$3.93K
GJIA
978
Glass Jacobson Investment Advisors
Maryland
$3.7K -$254 -2 -6%
WWM
979
Wolff Wiese Magana
California
$3.48K -$5.21K -41 -57%
CCP
980
Carmel Capital Partners
California
$3.37K
CCM
981
Chilton Capital Management
Texas
$3.37K
HC
982
Hoese & Co
Minnesota
$3.37K
CTWM
983
Cherry Tree Wealth Management
Minnesota
$2.81K -$254 -2 -7%
MFC
984
Mechanics Financial Corp
Ohio
$2.81K
RTL
985
Red Tortoise LLC
Georgia
$2.81K
VCM
986
Versant Capital Management
Arizona
$2.69K -$1.78K -14 -37%
PP
987
PFS Partners
New Jersey
$2.34K
LF
988
Lee Financial
Texas
$2.25K
NRG
989
Nemes Rush Group
Michigan
$2.25K -$6.35K -50 -71%
BC
990
Barrett & Company
Rhode Island
$2.24K
CSC
991
Caldwell Sutter Capital
California
$2.02K
BFP
992
Briaud Financial Planning
Texas
$2K +$2.54K +20 New
SIC
993
SJS Investment Consulting
Ohio
$1.91K -$508 -4 -19%
Kayne Anderson Rudnick Investment Management
994
Kayne Anderson Rudnick Investment Management
California
$1.68K
UFF
995
USA Financial Formulas
Michigan
$1.57K -$156K -1,227 -99%
GWMIA
996
Global Wealth Management Investment Advisory
Florida
$1.35K
WPA
997
West Paces Advisors
Georgia
$1.35K
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.12K
TFA
999
Toth Financial Advisory
Virginia
$1.12K
FSWA
1000
Financial Synergies Wealth Advisors
Texas
$1.01K

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.