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Zimmer Biomet

993 hedge funds and large institutions have $23.9B invested in Zimmer Biomet in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 328 increasing their positions, 341 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $19.9M

56% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 63

2% more funds holding

Funds holding: 977993 (+16)

1% more capital invested

Capital invested by funds: $23.6B → $23.9B (+$271M)

0.93% less ownership

Funds ownership: 88.88%87.95% (-0.93%)

4% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 341

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
993
Holders Change
+16
Holders Change %
+1.64%
% of All Funds
15.82%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
98
Increased
328
Reduced
341
Closed
63
Calls
$50.1M
Puts
$19.9M
Net Calls
+$30.1M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1026
Patton Fund Management
Texas
-$218K -1,711 Closed
DCM
1027
Donaldson Capital Management
Indiana
-$215K -1,686 Closed
PA
1028
PFG Advisors
Arizona
-$215K -1,686 Closed
SLF
1029
Sun Life Financial
Ontario, Canada
-$215K -1,676 Closed
MSCM
1030
McElhenny Sheffield Capital Management
Texas
-$128K -1,000 Closed
USCWA
1031
U.S. Capital Wealth Advisors
Texas
-$76.5K -600 Closed
CS
1032
Comerica Securities
Michigan
-$72.4K -567 Closed
KC
1033
Knuff & Co
California
-$64.6K -507 Closed
ACM
1034
AUA Capital Management
Pennsylvania
-$63.1K -495 Closed
ACP
1035
Arcus Capital Partners
Georgia
-$58.9K -462 Closed
IAS
1036
IMA Advisory Services
Colorado
-$57.6K -452 Closed
GPI
1037
General Partner Inc
Pennsylvania
-$41.4K -325 Closed
HNWAG
1038
High Net Worth Advisory Group
Florida
-$31.4K -246 Closed
AF
1039
Affiance Financial
Minnesota
-$20.4K -160 Closed
EC
1040
Elequin Capital
New York
-$19.9K -156 Closed
3IP
1041
3Chopt Investment Partners
Virginia
-$17.9K -140 Closed
WI
1042
WJ Interests
Texas
-$15.3K -120 Closed
DWP
1043
Destiny Wealth Partners
Florida
-$13.6K -107 Closed
SC
1044
Seldon Capital
California
-$13.6K -107 Closed
MPCL
1045
My Personal CFO LLC
Washington
-$13.1K -103 Closed
WOSD
1046
WFA of San Diego
California
-$12.8K -100 Closed
GMA
1047
Glassy Mountain Advisors
Maryland
-$11.7K -92 Closed
AWM
1048
Accurate Wealth Management
Florida
-$9.04K -72 Closed
GFWA
1049
Grey Fox Wealth Advisors
Delaware
-$8.29K -65 Closed
VWM
1050
Valley Wealth Managers
New Jersey
-$5.1K -40 Closed

ZBH Hedge Fund Activity: Q1 2023 in Review

993 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q1 2023, worth a combined $23.9B — up 1.1% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new ZBH positions and 63 closed out — a net gain of 35 holders — while 328 added to existing stakes and 341 trimmed.

The largest buyer was Millennium Management, adding an estimated $265M. The largest seller was Capital International Investors, exiting entirely with an estimated $637M sold.

  • 993 institutional investors held Zimmer Biomet (ZBH) as of Q1 2023, up from 977 in Q4 2022.
  • Funds reported $23.9B of Zimmer Biomet stock for Q1 2023, up 1.1% quarter-over-quarter.
  • 98 funds opened new Zimmer Biomet positions in Q1 2023 and 63 closed out, a net change of +35 holders.
  • The largest Zimmer Biomet buyer in Q1 2023 was Millennium Management, an estimated $265M added.
  • The largest Zimmer Biomet seller in Q1 2023 was Capital International Investors, an estimated $637M sold.

Based on aggregated 13F filings for Q1 2023.