ZBH icon

Zimmer Biomet
ZBH

Overview Fund Activity

1,023 hedge funds and large institutions have $22.5B invested in Zimmer Biomet in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 276 increasing their positions, 426 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
15%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
124
Increased
276
Reduced
426
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.4B
2
Morgan Stanley
Morgan Stanley
New York
$677M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.15B
4
American Century Companies
American Century Companies
Missouri
$722M
5
SCM
Shapiro Capital Management
Georgia
$121M

Top Sellers

1
BlackRock
BlackRock
New York
$2.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
$73.4M
3
Holocene Advisors
Holocene Advisors
New York
$5.65M
4
Citadel Advisors
Citadel Advisors
Florida
$73.5M
5
NI
Nuance Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
976
Versant Capital Management
Arizona
$4.87K +$1.95K +16 +67%
CPA
977
Clear Point Advisors
New York
$4.87K +$4.87K +40 New
MSG
978
Main Street Group
Virginia
$4.87K +$4.87K +40 New
HWM
979
HighMark Wealth Management
Minnesota
$4.63K – – –
IPW
980
Impact Partnership Wealth
Georgia
$4.39K -$51.8K -425 -92%
TIM
981
Thompson Investment Management
Wisconsin
$4.26K – – –
JSAM
982
J. Safra Asset Management
New York
$4.02K +$4.02K +33 New
SWA
983
SOA Wealth Advisors
New York
$3.65K -$1.95K -16 -35%
CCM
984
Chilton Capital Management
Texas
$3.65K – – –
HC
985
Hoese & Co
Minnesota
$3.49K – – –
GJIA
986
Glass Jacobson Investment Advisors
Maryland
$3.29K -$730 -6 -18%
FFO
987
Fortitude Family Office
Arizona
$3.16K +$3.16K +26 New
TVAMP
988
Tennessee Valley Asset Management Partners
Tennessee
$3.16K +$3.16K +26 New
WWM
989
Wolff Wiese Magana
California
$3.04K -$730 -6 -19%
CTWM
990
Cherry Tree Wealth Management
Minnesota
$3.04K – – –
MFC
991
Mechanics Financial Corp
Ohio
$3.04K – – –
RTL
992
Red Tortoise LLC
Georgia
$3.04K – – –
Kayne Anderson Rudnick Investment Management
993
Kayne Anderson Rudnick Investment Management
California
$2.56K +$730 +6 +40%
PP
994
PFS Partners
New Jersey
$2.54K – – –
NRG
995
Nemes Rush Group
Michigan
$2.43K – – –
BC
996
Barrett & Company
Rhode Island
$2.43K – – –
NFA
997
Northwest Financial Advisors
Virginia
$2.43K +$2.43K +20 New
CSC
998
Caldwell Sutter Capital
California
$2.19K – – –
SIC
999
SJS Investment Consulting
Ohio
$2.07K – – –
DPW
1000
DiNuzzo Private Wealth
Pennsylvania
$1.83K +$1.83K +15 New
38 39
40
41 42