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Zimmer Biomet

1,005 hedge funds and large institutions have $20.2B invested in Zimmer Biomet in 2024 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 308 increasing their positions, 401 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 85

0.1% more ownership

Funds ownership: 90.36%90.46% (+0.1%)

1% less funds holding

Funds holding: 1,0111,005 (-6)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

17% less capital invested

Capital invested by funds: $24.4B → $20.2B (-$4.25B)

23% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 401

38% less call options, than puts

Call options by funds: $45.4M | Put options by funds: $73.6M

Holders
1,005
Holders Change
-6
Holders Change %
-0.59%
% of All Funds
14.51%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
94
Increased
308
Reduced
401
Closed
85
Calls
$45.4M
Puts
$73.6M
Net Calls
-$28.1M
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1051
Wintrust Investments
Illinois
-$236K -1,790 Closed
KPWS
1052
Kestra Private Wealth Services
Texas
-$229K -1,732 Closed
HAC
1053
Harbor Advisory Corp
New Hampshire
-$228K -1,729 Closed
CCG
1054
Cypress Capital Group
Florida
-$227K -1,719 Closed
SI
1055
Stephens Inc
Arkansas
-$221K -1,672 Closed
IFPG
1056
Intrepid Financial Planning Group
Indiana
-$220K -1,667 Closed
DFCM
1057
Dark Forest Capital Management
Puerto Rico
-$214K -1,625 Closed
HSA
1058
HBK Sorce Advisory
Pennsylvania
-$213K -1,617 Closed
DWA
1059
Delap Wealth Advisory
Oregon
-$212K -1,610 Closed
GVAG
1060
Great Valley Advisor Group
Delaware
-$212K -1,606 Closed
FPAS
1061
Focus Partners Advisor Solutions
Missouri
-$212K -1,605 Closed
IIC
1062
Ironwood Investment Counsel
Arizona
-$212K -1,603 Closed
LNC
1063
Lincoln National Corp
Pennsylvania
-$210K -1,591 Closed
AIM
1064
AMI Investment Management
Indiana
-$210K -1,589 Closed
RP
1065
Rice Partnership
Hawaii
-$208K -1,575 Closed
FA
1066
Faithward Advisors
Pennsylvania
-$207K -1,572 Closed
OWA
1067
One Wealth Advisors
California
-$203K -1,536 Closed
MAM
1068
Martingale Asset Management
Massachusetts
-$202K -1,534 Closed
ISL
1069
Ingalls & Snyder LLC
New York
-$202K -1,533 Closed
CBT
1070
CoreFirst Bank & Trust
Kansas
-$165K -1,252 Closed
PAM
1071
Palisade Asset Management
Minnesota
-$119K -900 Closed
PP
1072
Paloma Partners
Connecticut
-$63.6K -482 Closed
Twin Tree Management
1073
Twin Tree Management
Texas
-$62.3K -472 Closed
CHC
1074
City Holding Co
West Virginia
-$53.2K -403 Closed
SIS
1075
Sound Income Strategies
Florida
-$41.7K -316 Closed

ZBH Hedge Fund Activity: Q2 2024 in Review

1,005 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2024, worth a combined $20.2B — down 17% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ZBH positions and 85 closed out — a net gain of 9 holders — while 308 added to existing stakes and 401 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $220M. The largest seller was Millennium Management, cutting an estimated $160M.

  • 1,005 institutional investors held Zimmer Biomet (ZBH) as of Q2 2024, down from 1,011 in Q1 2024.
  • Funds reported $20.2B of Zimmer Biomet stock for Q2 2024, down 17% quarter-over-quarter.
  • 94 funds opened new Zimmer Biomet positions in Q2 2024 and 85 closed out, a net change of +9 holders.
  • The largest Zimmer Biomet buyer in Q2 2024 was T. Rowe Price Associates, an estimated $220M added.
  • The largest Zimmer Biomet seller in Q2 2024 was Millennium Management, an estimated $160M sold.

Based on aggregated 13F filings for Q2 2024.