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Zimmer Biomet

1,031 hedge funds and large institutions have $26.9B invested in Zimmer Biomet in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 357 increasing their positions, 327 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 70

60% more call options, than puts

Call options by funds: $91.2M | Put options by funds: $57.1M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

13% more capital invested

Capital invested by funds: $23.9B → $26.9B (+$3.08B)

4% more funds holding

Funds holding: 9931,031 (+38)

9% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 327

0.91% more ownership

Funds ownership: 87.95%88.86% (+0.91%)

Holders
1,031
Holders Change
+38
Holders Change %
+3.83%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.19%
New
113
Increased
357
Reduced
327
Closed
70
Calls
$91.2M
Puts
$57.1M
Net Calls
+$34M
Net Calls Change
+$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1076
International Assets Investment Management
Florida
-$82.9K -642 Closed
TWA
1077
TCI Wealth Advisors
Arizona
-$61.8K -478 Closed
ONST
1078
Old North State Trust
North Carolina
-$55K -424 Closed
VCM
1079
Vigilant Capital Management
Maine
-$49K -382 Closed
NHT
1080
New Hampshire Trust
New Hampshire
-$45.7K -354 Closed
DFCM
1081
Dark Forest Capital Management
Puerto Rico
-$35.4K -274 Closed
UAML
1082
US Asset Management LLC
Pennsylvania
-$33K -256 Closed
OCM
1083
Orion Capital Management
California
-$32.4K -251 Closed
CG
1084
Cutler Group
California
-$25K -195 Closed
KM
1085
Kalos Management
Georgia
-$21.2K -164 Closed
TC
1086
Trust Company
Kansas
-$12.9K -100 Closed
PMAM
1087
Picton Mahoney Asset Management
Ontario, Canada
-$10K -80 Closed
SFG
1088
Steward Financial Group
Texas
-$8K -66 Closed
SC
1089
Schubert & Co
Texas
-$5.81K -45 Closed
WTA
1090
Washington Trust Advisors
Massachusetts
-$5.3K -41 Closed
TCWA
1091
Ten Capital Wealth Advisors
Washington
-$5.17K -40 Closed
VWM
1092
Venturi Wealth Management
Texas
-$3.62K -28 Closed
SC
1093
Steph & Co
Wisconsin
-$3.49K -27 Closed
IHWM
1094
Iron Horse Wealth Management
Iowa
-$2.58K -20 Closed
ST
1095
Sageworth Trust
Pennsylvania
-$2.58K -20 Closed
KFS
1096
Kelly Financial Services
Massachusetts
-$2.33K -18 Closed
CAC
1097
Core Alternative Capital
Georgia
-$1.03K -8 Closed
EBA
1098
Eagle Bay Advisors
New York
-$646 -5 Closed
2L
1099
25 LLC
Missouri
-$550 -4 Closed
JWM
1100
Janiczek Wealth Management
Colorado
-$398 -3 Closed

ZBH Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Zimmer Biomet (ZBH) for Q2 2023, worth a combined $26.9B — up 13% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ZBH positions and 70 closed out — a net gain of 43 holders — while 357 added to existing stakes and 327 trimmed.

The largest buyer was Invesco, adding an estimated $240M. The largest seller was Longview Partners, exiting entirely with an estimated $276M sold.

  • 1,031 institutional investors held Zimmer Biomet (ZBH) as of Q2 2023, up from 993 in Q1 2023.
  • Funds reported $26.9B of Zimmer Biomet stock for Q2 2023, up 13% quarter-over-quarter.
  • 113 funds opened new Zimmer Biomet positions in Q2 2023 and 70 closed out, a net change of +43 holders.
  • The largest Zimmer Biomet buyer in Q2 2023 was Invesco, an estimated $240M added.
  • The largest Zimmer Biomet seller in Q2 2023 was Longview Partners, an estimated $276M sold.

Based on aggregated 13F filings for Q2 2023.