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Zimmer Biomet
ZBH

1,027 hedge funds and large institutions have $19.2B invested in Zimmer Biomet in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 303 increasing their positions, 376 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 85

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

5% more funds holding

Funds holding: 981 → 1,027 (+46)

2.63% more ownership

Funds ownership: 88.95% → 91.58% (+2.6%)

1% less capital invested

Capital invested by funds: $19.5B → $19.2B (-$271M)

19% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 376

26% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $84M

Holders
1,027
Holders Change
+46
Holders Change %
+4.69%
% of All Funds
13.53%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
151
Increased
303
Reduced
376
Closed
85
Calls
$62.5M
Puts
$84M
Net Calls
-$21.5M
Net Calls Change
+$59.5M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$300M
2
Dodge & Cox
Dodge & Cox
California
+$219M
3
Citadel Advisors
Citadel Advisors
Florida
+$206M
4
N
Nuveen
North Carolina
+$98M
5
SSM
Sound Shore Management
Connecticut
+$82.7M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$332M
2
JP Morgan Chase
JP Morgan Chase
New York
-$235M
3
Boston Partners
Boston Partners
Massachusetts
-$108M
4
CCM
Camber Capital Management
Massachusetts
-$96M
5
Goldman Sachs
Goldman Sachs
New York
-$87.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DRP
1001
Decker Retirement Planning
Utah
$1.59K +$1.61K +15 New
TIAAOA
1002
Teachers Insurance & Annuity Association of America
New York
$1.48K +$1.5K +14 New
WPA
1003
West Paces Advisors
Georgia
$1.27K – – –
WCM
1004
WealthTrak Capital Management
Virginia
$1.27K +$1.29K +12 New
CWC
1005
Carolinas Wealth Consulting
North Carolina
$1.06K +$536 +5 +100%
TFA
1006
Toth Financial Advisory
Virginia
$1.06K – – –
GFPC
1007
Global Financial Private Client
Florida
$1.06K +$644 +6 +150%
CWP
1008
Clark Wealth Partners
Illinois
$1.06K +$1.07K +10 New
TFA
1009
Transamerica Financial Advisors
Florida
$1K – – –
TFGT
1010
TS Financial Group (TSFG)
Illinois
$1K – – –
CPG
1011
Cornerstone Planning Group
New Jersey
$788 +$429 +4 +133%
VWA
1012
Valued Wealth Advisors
Utah
$742 +$215 +2 +40%
SIS
1013
Sound Income Strategies
Florida
$739 -$858 -8 -53%
CAWM
1014
Capital A Wealth Management
Pennsylvania
$739 +$751 +7 New
BFPW
1015
BOK Financial Private Wealth
Colorado
$636 -$5.79K -54 -90%
TCM
1016
TD Capital Management
Tennessee
$634 +$644 +6 New
MAS
1017
MPWM Advisory Solutions
Georgia
$528 +$536 +5 New
FMP
1018
Financial Management Professionals
Texas
$423 – – –
PWM
1019
Parkworth Wealth Management
California
$423 +$429 +4 New
PCM
1020
Perritt Capital Management
Illinois
$423 +$429 +4 New
PWA
1021
Principia Wealth Advisory
Texas
$423 +$429 +4 New
WW
1022
Winnow Wealth
Texas
$403 +$429 +4 New
CT
1023
Caldwell Trust
Florida
$317 – – –
WA
1024
WestEnd Advisors
North Carolina
$317 +$107 +1 +50%
NS
1025
NBC Securities
Alabama
$168 -$105K -979 -100%
39 40
41
42 43

ZBH Hedge Fund Activity: Q4 2024 in Review

1,027 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q4 2024, worth a combined $19.2B — down 1.4% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ZBH positions and 85 closed out — a net gain of 66 holders — while 303 added to existing stakes and 376 trimmed.

The largest buyer was Franklin Resources, adding an estimated $300M. The largest seller was Victory Capital Management, cutting an estimated $332M.

  • 1,027 institutional investors held Zimmer Biomet (ZBH) as of Q4 2024, up from 981 in Q3 2024.
  • Funds reported $19.2B of Zimmer Biomet stock for Q4 2024, down 1.4% quarter-over-quarter.
  • 151 funds opened new Zimmer Biomet positions in Q4 2024 and 85 closed out, a net change of +66 holders.
  • The largest Zimmer Biomet buyer in Q4 2024 was Franklin Resources, an estimated $300M added.
  • The largest Zimmer Biomet seller in Q4 2024 was Victory Capital Management, an estimated $332M sold.

Based on aggregated 13F filings for Q4 2024.