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Zimmer Biomet
ZBH

Overview Fund Activity

1,022 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, 425 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+13
Holders Change %
+1.29%
% of All Funds
14.99%
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
425
Closed
97
Calls
$102M
Puts
$118M
Net Calls
-$16.2M
Net Calls Change
+$11M

Top Buyers

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

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.28B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$73.4M
3
Holocene Advisors
3
Holocene Advisors
New York
$5.65M
4
Citadel Advisors
4
Citadel Advisors
Florida
$73.5M
5
NI
5
Nuance Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
1001
USA Financial Formulas
Michigan
$1.7K – – –
DF
1002
Dunhill Financial
United Kingdom
$1.48K +$1.48K +12 New
GWMIA
1003
Global Wealth Management Investment Advisory
Florida
$1.46K – – –
WPA
1004
West Paces Advisors
Georgia
$1.46K – – –
LWANC
1005
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.22K – – –
TFA
1006
Toth Financial Advisory
Virginia
$1.22K – – –
FSWA
1007
Financial Synergies Wealth Advisors
Texas
$1.15K – – –
HDIM
1008
Hanson & Doremus Investment Management
Vermont
$1K -$17K -85 -94%
VF
1009
VitalStone Financial
Texas
$1K – – –
AAP
1010
Arax Advisory Partners
Colorado
$852 +$609 +5 +250%
FGAM
1011
Financial Gravity Asset Management
Texas
$802 +$401 +2 +100%
CWC
1012
Carolinas Wealth Consulting
North Carolina
$610 – – –
APC
1013
Aspire Private Capital
North Carolina
$608 – – –
TC
1014
Trust Company
Kansas
$487 – – –
NSG
1015
Nalls Sherbakoff Group
Tennessee
$487 – – –
TWD
1016
True Wealth Design
Ohio
$366 – – –
WA
1017
WestEnd Advisors
North Carolina
$365 – – –
M
1018
MOTCO
Texas
$122 -$5.98K -49 -98%
TWP
1019
TFO Wealth Partners
Ohio
$122 -$610 -5 -83%
CTA
1020
Colonial Trust Advisors
South Carolina
$122 -$122 -1 -50%
RAM
1021
Riggs Asset Management
Pennsylvania
$122 – – –
VWA
1022
Valued Wealth Advisors
Utah
$113 +$113 +1 New
DWM
1023
Dogwood Wealth Management
Kansas
$4 – – –
NI
1024
Nuance Investments
Missouri
– -$109M -975,056 Closed
Point72 Asset Management
1025
Point72 Asset Management
Connecticut
– -$99.9M -890,377 Closed
39 40
41
42 43