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Zimmer Biomet
ZBH

1,030 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 279 increasing their positions, 429 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

29% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 97

10% more capital invested

Capital invested by funds: $20.6B → $22.5B (+$1.96B)

1% more funds holding

Funds holding: 1,016 → 1,030 (+14)

0.98% more ownership

Funds ownership: 87.6% → 88.58% (+0.98%)

14% less call options, than puts

Call options by funds: $102M | Put options by funds: $118M

35% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 429

Holders
1,030
Holders Change
+14
Holders Change %
+1.38%
% of All Funds
15.02%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.17%
New
125
Increased
279
Reduced
429
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$742M
2
Morgan Stanley
Morgan Stanley
New York
+$344M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$163M
4
American Century Companies
American Century Companies
Missouri
+$119M
5
SCM
Shapiro Capital Management
Georgia
+$111M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$327M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$211M
3
Holocene Advisors
Holocene Advisors
New York
-$129M
4
NI
Nuance Investments
Missouri
-$109M
5
Citadel Advisors
Citadel Advisors
Florida
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
976
FSA Wealth Management
Massachusetts
$5K +$5.02K +45 New
CWA
977
Carolina Wealth Advisors
South Carolina
$4.87K – – –
CSWM
978
Cassady Schiller Wealth Management
Ohio
$4.87K – – –
HWA
979
Heritage Wealth Advisors
Virginia
$4.87K – – –
IWP
980
IAG Wealth Partners
Wisconsin
$4.87K – – –
MCA
981
Maryland Capital Advisors
Maryland
$4.87K – – –
OP
982
ORG Partners
Indiana
$4.87K – – –
VCM
983
Versant Capital Management
Arizona
$4.87K +$1.78K +16 +67%
CPA
984
Clear Point Advisors
New York
$4.87K +$4.46K +40 New
MSG
985
Main Street Group
Virginia
$4.87K +$4.46K +40 New
HWM
986
HighMark Wealth Management
Minnesota
$4.63K – – –
IPW
987
Impact Partnership Wealth
Georgia
$4.39K -$47.4K -425 -92%
TIM
988
Thompson Investment Management
Wisconsin
$4.26K – – –
JSAM
989
J. Safra Asset Management
New York
$4.02K +$3.68K +33 New
SWA
990
SOA Wealth Advisors
New York
$3.65K -$1.78K -16 -35%
CCM
991
Chilton Capital Management
Texas
$3.65K – – –
HC
992
Hoese & Co
Minnesota
$3.49K – – –
GJIA
993
Glass Jacobson Investment Advisors
Maryland
$3.29K -$669 -6 -18%
FFO
994
Fortitude Family Office
Arizona
$3.16K +$2.9K +26 New
TVAMP
995
Tennessee Valley Asset Management Partners
Tennessee
$3.16K +$2.9K +26 New
WWM
996
Wolff Wiese Magana
California
$3.04K -$669 -6 -19%
CTWM
997
Cherry Tree Wealth Management
Minnesota
$3.04K – – –
MFC
998
Mechanics Financial Corp
Ohio
$3.04K – – –
RTL
999
Red Tortoise LLC
Georgia
$3.04K – – –
Kayne Anderson Rudnick Investment Management
1000
Kayne Anderson Rudnick Investment Management
California
$2.56K +$669 +6 +40%
38 39
40
41 42

ZBH Hedge Fund Activity: Q4 2023 in Review

1,030 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2023, worth a combined $22.5B — up 9.5% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new ZBH positions and 97 closed out — a net gain of 28 holders — while 279 added to existing stakes and 429 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $742M. The largest seller was BlackRock, cutting an estimated $327M.

  • 1,030 institutional investors held Zimmer Biomet (ZBH) as of Q4 2023, up from 1,016 in Q3 2023.
  • Funds reported $22.5B of Zimmer Biomet stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 125 funds opened new Zimmer Biomet positions in Q4 2023 and 97 closed out, a net change of +28 holders.
  • The largest Zimmer Biomet buyer in Q4 2023 was Dodge & Cox, an estimated $742M added.
  • The largest Zimmer Biomet seller in Q4 2023 was BlackRock, an estimated $327M sold.

Based on aggregated 13F filings for Q4 2023.