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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
IGAM
1051
iA Global Asset Management
Quebec, Canada
-$379K -2,603 Closed
Wellington Management Group
1052
Wellington Management Group
Massachusetts
-$340K -2,333 Closed
MAS
1053
Meeder Advisory Services
Ohio
-$316K -2,170 Closed
OFG
1054
Oxford Financial Group
Indiana
-$315K -2,166 Closed
AIA
1055
Affinity Investment Advisors
California
-$283K -1,941 Closed
SWA
1056
Stratos Wealth Advisors
Ohio
-$266K -1,828 Closed
AL
1057
Aspiriant LLC
California
-$266K -1,827 Closed
WPC
1058
Wedmont Private Capital
Pennsylvania
-$258K -1,812 Closed
CHP
1059
Cable Hill Partners
Oregon
-$264K -1,809 Closed
CGL
1060
Clarius Group LLC
Washington
-$263K -1,808 Closed
BJL
1061
Brighton Jones LLC
Washington
-$260K -1,788 Closed
SFI
1062
Siemens Fonds Invest
Germany
-$255K -1,761 Closed
CCM
1063
Chiron Capital Management
Florida
-$253K -1,740 Closed
NF
1064
Nikulski Financial
Iowa
-$252K -1,730 Closed
HAC
1065
Harbor Advisory Corp
New Hampshire
-$252K -1,729 Closed
BC
1066
Burney Company
Virginia
-$244K -1,674 Closed
FNFDCM
1067
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$242K -1,665 Closed
MW
1068
Marcum Wealth
Ohio
-$242K -1,659 Closed
ISL
1069
Ingalls & Snyder LLC
New York
-$239K -1,639 Closed
SFC
1070
SYM Financial Corp
Indiana
-$239K -1,639 Closed
CI
1071
CX Institutional
Indiana
-$236K -1,622 Closed
CB
1072
Cadence Bank
Mississippi
-$236K -1,620 Closed
AC
1073
ASB Consultores
Florida
-$235K -1,617 Closed
IWM
1074
IHT Wealth Management
Illinois
-$232K -1,594 Closed
PWM
1075
Perigon Wealth Management
California
-$232K -1,592 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.