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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
VF
1001
VitalStone Financial
Texas
$1K
TWP
1002
TFO Wealth Partners
Ohio
$874 +$635 +5 +500%
BHWM
1003
Beaird Harris Wealth Management
Texas
$786
CTB
1004
Country Trust Bank
Illinois
$673 +$762 +6 New
ECM
1005
Everence Capital Management
Indiana
$662
APC
1006
Aspire Private Capital
North Carolina
$561
CWC
1007
Carolinas Wealth Consulting
North Carolina
$522
NSG
1008
Nalls Sherbakoff Group
Tennessee
$449
RG
1009
Retirement Group
California
$449
TC
1010
Trust Company
Kansas
$449 +$508 +4 New
FGAM
1011
Financial Gravity Asset Management
Texas
$384 -$18.3K -144 -99%
TWD
1012
True Wealth Design
Ohio
$337
WA
1013
WestEnd Advisors
North Carolina
$337 +$381 +3 New
AAP
1014
Arax Advisory Partners
Colorado
$225 +$254 +2 New
CTA
1015
Colonial Trust Advisors
South Carolina
$224 +$127 +1 +100%
PCTC
1016
Perkins Coie Trust Company
Washington
$224 +$254 +2 New
RAM
1017
Riggs Asset Management
Pennsylvania
$113
Millennium Management
1018
Millennium Management
New York
-$129M -1,014,034 Closed
JCM
1019
Junto Capital Management
New York
-$73.7M -505,936 Closed
ClearBridge Investments
1020
ClearBridge Investments
New York
-$65.3M -448,306 Closed
DZ Bank
1021
DZ Bank
Germany
-$52M -357,215 Closed
O
1022
OrbiMed
New York
-$35.7M -245,000 Closed
IECM
1023
Intrinsic Edge Capital Management
Illinois
-$26.6M -182,672 Closed
RG
1024
Redmile Group
California
-$22M -151,372 Closed
WorldQuant Millennium Advisors
1025
WorldQuant Millennium Advisors
New York
-$21.5M -147,720 Closed

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.