We are live on ! Find out more
ZBH icon

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
RP
1076
Rice Partnership
Hawaii
-$229K -1,575 Closed
QPWM
1077
Quadrant Private Wealth Management
Pennsylvania
-$229K -1,567 Closed
V
1078
VeraBank
Texas
-$228K -1,564 Closed
LNC
1079
Lincoln National Corp
Pennsylvania
-$227K -1,558 Closed
FFM
1080
Forum Financial Management
Illinois
-$225K -1,547 Closed
CIC
1081
Carnegie Investment Counsel
Ohio
-$225K -1,546 Closed
AWM
1082
Aries Wealth Management
Maine
-$225K -1,545 Closed
IFPG
1083
Intrepid Financial Planning Group
Indiana
-$222K -1,522 Closed
DCM
1084
Donaldson Capital Management
Indiana
-$220K -1,508 Closed
SLG
1085
Stanley-Laman Group
Pennsylvania
-$218K -1,495 Closed
SWM
1086
Seed Wealth Management
Illinois
-$217K -1,490 Closed
NGA
1087
Naples Global Advisors
Florida
-$217K -1,486 Closed
IIL
1088
Insight Inv LLC
California
-$216K -1,485 Closed
PNAA
1089
Pictet North America Advisors
Switzerland
-$215K -1,477 Closed
SL
1090
Sentry LLC
Tennessee
-$212K -1,456 Closed
CSI
1091
Cross Staff Investments
New York
-$211K -1,450 Closed
IIC
1092
Ironwood Investment Counsel
Arizona
-$210K -1,443 Closed
HCM
1093
Hengehold Capital Management
Ohio
-$209K -1,436 Closed
EWA
1094
ERTS Wealth Advisors
Michigan
-$208K -1,428 Closed
CI
1095
Conning Inc
Connecticut
-$207K -1,422 Closed
I2I
1096
Insight 2811 Inc
Illinois
-$207K -1,421 Closed
BWM
1097
Baron Wealth Management
Michigan
-$203K -1,392 Closed
LFAS
1098
Level Four Advisory Services
Texas
-$202K -1,385 Closed
MJRIC
1099
Mogy Joel R Investment Counsel
California
-$201K -1,380 Closed
OWA
1100
One Wealth Advisors
California
-$200K -1,375 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.