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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
BAM
1001
Blueshift Asset Management
New Jersey
– -$408K -3,907 Closed
MPAM
1002
Murphy Pohlad Asset Management
Minnesota
– -$386K -3,700 Closed
CAC
1003
Cowen and Company
New York
– -$380K -3,632 Closed
BFM
1004
Boothbay Fund Management
New York
– -$362K -3,466 Closed
I2I
1005
Insight 2811 Inc
Illinois
– -$355K -3,400 Closed
ESCM
1006
Echo Street Capital Management
New York
– -$354K -3,385 Closed
RA
1007
RFG Advisory
Alabama
– -$333K -3,133 Closed
IP
1008
Investment Partners
Ohio
– -$316K -3,020 Closed
SBIA
1009
Sheaff Brock Investment Advisors
Indiana
– -$298K -2,848 Closed
IAA
1010
Independent Advisor Alliance
North Carolina
– -$295K -2,818 Closed
Parallax Volatility Advisers
1011
Parallax Volatility Advisers
California
– -$287K -2,742 Closed
WWM
1012
Western Wealth Management
Colorado
– -$284K -2,707 Closed
YIH
1013
Y-Intercept (HK)
Hong Kong
– -$274K -2,622 Closed
DS
1014
DRW Securities
Illinois
– -$256K -2,449 Closed
WP
1015
WealthShield Partners
North Carolina
– -$251K -2,399 Closed
Wolverine Trading
1016
Wolverine Trading
Illinois
– -$254K -2,367 Closed
GWSG
1017
GPS Wealth Strategies Group
Colorado
– -$220K -2,100 Closed
LNC
1018
Lincoln National Corp
Pennsylvania
– -$213K -2,043 Closed
CMBA
1019
C.M. Bidwell & Associates
Hawaii
– -$82K -782 Closed
SFO
1020
Standard Family Office
South Dakota
– -$73K -700 Closed
HR
1021
Howe & Rusling
New York
– -$54K -521 Closed
IAIM
1022
International Assets Investment Management
Florida
– -$44K -422 Closed
IUHSA
1023
Itau Unibanco Holding S.A.
Brazil
– -$42K -406 Closed
ANBT
1024
American National Bank & Trust
Texas
– -$35K -333 Closed
FGAM
1025
Financial Gravity Asset Management
Texas
– -$140 -315 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.